Purchases and Sales Made in Q1 2023 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q1 2023. 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 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
132K+ 21.74% |
$1.13M - $1.19M
|
737K
$6.24M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
124KNew |
$1.06M - $1.12M
|
124K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 200.69% |
$944K - $1M
|
165K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.5K+ 10.98% |
$834K - $882K
|
985K
$8.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
57.1K+ 25.9% |
$488K - $517K
|
278K
$2.35M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48.3K+ 7.49% |
$413K - $437K
|
693K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
47.3K+ 11.32% |
$404K - $428K
|
465K
$3.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
35KNew |
$299K - $317K
|
35K
$296K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 27.84% |
$208K - $220K
|
112K
$945K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$167K - $177K
|
19.6K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 39.77% |
$140K - $148K
|
57.6K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 10.67% |
$128K - $135K
|
155K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.8KNew |
$118K - $125K
|
13.8K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.2KNew |
$113K - $119K
|
13.2K
$112K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10KNew |
$85.5K - $90.5K
|
10K
$84.6K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4.7K+ 32.73% |
$40.2K - $42.5K
|
19K
$161K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68KNew |
$22.9K - $24.3K
|
2.68K
$22.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3KNew |
$19.7K - $20.8K
|
2.3K
$19.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 8.3% |
$12.4K - $13.1K
|
18.9K
$160K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$9.41K - $9.96K
|
1.1K
$9.31K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.28K - $4.53K
|
500
$4.23K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
350+ 13.04% |
$2.99K - $3.17K
|
3.03K
$25.7K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
87+ 0.81% |
$744 - $787
|
10.9K
$92.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-250- 16.03% |
$2.14K - $2.26K
|
1.31K
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.47K- 89.06% |
$12.5K - $13.3K
|
180
$1.52K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.61K- 1.88% |
$13.8K - $14.6K
|
84.1K
$712K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.12K- 6.36% |
$18.1K - $19.1K
|
31.1K
$263K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.19K- 11.5% |
$18.7K - $19.8K
|
16.9K
$143K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.21K- 13.3% |
$18.9K - $20K
|
14.4K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 11.38% |
$20.1K - $21.3K
|
18.3K
$155K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.28K- 37.7% |
$62.3K - $65.9K
|
12K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.86K- 20.11% |
$67.2K - $71.2K
|
31.2K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 11.43% |
$101K - $106K
|
91.1K
$771K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18K- 8.29% |
$154K - $163K
|
199K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.1K- 3.82% |
$189K - $200K
|
556K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-24.3K- 3.6% |
$208K - $220K
|
651K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-143K- 17.47% |
$1.22M - $1.29M
|
674K
$5.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-317K- 85.43% |
$2.71M - $2.86M
|
54K
$457K
|