Purchases and Sales Made in Q1 2022 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
233K+ 61.16% |
$2.1M - $2.36M
|
613K
$5.18M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
227K+ 3723.06% |
$2.05M - $2.3M
|
233K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
174K+ 254.75% |
$1.57M - $1.76M
|
242K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
116K+ 52.33% |
$1.05M - $1.18M
|
338K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.2K+ 25.28% |
$779K - $873K
|
427K
$3.61M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
53.7K+ 181.99% |
$485K - $544K
|
83.1K
$703K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45.1K+ 25.63% |
$407K - $457K
|
221K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.7K+ 56.92% |
$286K - $321K
|
87.4K
$739K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29.6KNew |
$267K - $299K
|
29.6K
$250K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 3.72% |
$241K - $270K
|
744K
$6.3M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$181K - $203K
|
20K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.2KNew |
$164K - $184K
|
18.2K
$154K
|
|
|
May 16, 2022
Q1 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$148K - $166K
|
16.4K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.3K+ 2.47% |
$120K - $135K
|
552K
$4.67M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.41K+ 9.38% |
$85.1K - $95.4K
|
110K
$928K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.54K+ 14.08% |
$50K - $56.1K
|
44.9K
$379K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
5.5KNew |
$49.7K - $55.7K
|
5.5K
$46.5K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.88KNew |
$17K - $19.1K
|
1.88K
$15.9K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$17K - $19.1K
|
1.88K
$15.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.03K+ 224.67% |
$9.3K - $10.4K
|
1.49K
$12.6K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
547+ 5.13% |
$4.94K - $5.54K
|
11.2K
$94.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.52K - $5.07K
|
500
$4.23K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
176+ 0.69% |
$1.59K - $1.78K
|
25.8K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 0.58% |
$904 - $1.01K
|
17.4K
$147K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
63+ 0.6% |
$570 - $638
|
10.6K
$89.5K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
33+ 0.2% |
$298 - $334
|
16.2K
$137K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-119Closed |
$1.08K - $1.21K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-734- 3.85% |
$6.64K - $7.44K
|
18.4K
$155K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.02K- 5.21% |
$9.26K - $10.4K
|
18.6K
$158K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.29K- 3.68% |
$11.6K - $13K
|
33.6K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 3.59% |
$18.1K - $20.3K
|
53.7K
$454K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.02K- 42.76% |
$18.2K - $20.4K
|
2.7K
$22.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-3.19K- 8.93% |
$28.8K - $32.3K
|
32.5K
$275K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4K- 49.71% |
$36.2K - $40.5K
|
4.05K
$34.2K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$36.2K - $40.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.31K- 8.42% |
$39K - $43.7K
|
46.9K
$396K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.54K- 14.98% |
$41K - $46K
|
25.8K
$218K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.62K- 31.5% |
$41.7K - $46.8K
|
10K
$84.9K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.95K- 10.94% |
$44.8K - $50.2K
|
40.3K
$341K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 21.86% |
$93.1K - $104K
|
36.8K
$311K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
$95.3K - $107K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 42.78% |
$118K - $132K
|
17.5K
$148K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-15KClosed |
$136K - $152K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-22.1KClosed |
$200K - $224K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.7KClosed |
$278K - $311K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-31.8K- 28.94% |
$287K - $322K
|
78K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-36.6KClosed |
$331K - $371K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 10.47% |
$438K - $490K
|
414K
$3.5M
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-86.8KClosed |
$785K - $880K
|
0
$0
|