Institutional Ownership Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
10,000
shares
|
$84,200
0.06% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,000
shares
|
$84,200
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,528
shares
|
$63,385
0.0% of portfolio
|
Q3 2024
Reduced 64.05%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,655
shares
|
$39,195
0.0% of portfolio
|
Q4 2022
Added 62.2%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
3,798
shares
|
$31,979
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,860
shares
|
$24,081
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,847
shares
|
$23,971
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,362
shares
|
$19,888
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
900
shares
|
$7,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
500
shares
|
$4,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|