Purchases and Sales Made in Q1 2024 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 15.4% |
$1.76M - $1.82M
|
1.51M
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 15.4% |
$1.76M - $1.82M
|
1.51M
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.7K+ 84.39% |
$828K - $858K
|
207K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
85.2K+ 8.68% |
$745K - $772K
|
1.07M
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62.3K+ 11.68% |
$544K - $564K
|
595K
$5.05M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.7K+ 5.45% |
$304K - $315K
|
672K
$5.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.5K+ 122.43% |
$197K - $204K
|
40.9K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.5KNew |
$171K - $177K
|
19.5K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.2KNew |
$89.1K - $92.4K
|
10.2K
$86.5K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.68K+ 6.15% |
$84.6K - $87.7K
|
167K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.5K+ 300.0% |
$65.6K - $68K
|
10K
$84.8K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.16K+ 44.58% |
$53.8K - $55.8K
|
20K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 19.63% |
$32.3K - $33.4K
|
22.5K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.2K+ 1.91% |
$28K - $29K
|
171K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 17.65% |
$26.2K - $27.2K
|
20K
$170K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 3.0% |
$13.1K - $13.6K
|
51.5K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.37K - $4.53K
|
500
$4.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
472+ 0.95% |
$4.13K - $4.28K
|
50.2K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 0.63% |
$795 - $824
|
14.5K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 0.42% |
$516 - $535
|
14K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.31% |
$367 - $381
|
13.4K
$113K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.99% |
$201 - $208
|
2.34K
$19.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.65% |
$157 - $163
|
2.79K
$23.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-64- 0.08% |
$559 - $580
|
82.8K
$702K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-348- 1.32% |
$3.04K - $3.15K
|
26K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-453- 41.18% |
$3.96K - $4.1K
|
647
$5.49K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02K- 5.26% |
$8.91K - $9.24K
|
18.4K
$156K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2K- 11.96% |
$17.5K - $18.1K
|
14.7K
$125K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 15.52% |
$19.3K - $20K
|
12K
$102K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.36K- 8.75% |
$29.4K - $30.4K
|
35K
$297K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.4K- 22.13% |
$47.2K - $48.9K
|
19K
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.01K- 28.3% |
$61.3K - $63.5K
|
17.8K
$151K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.32K- 30.18% |
$72.7K - $75.4K
|
19.3K
$163K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.33K- 2.56% |
$81.5K - $84.5K
|
355K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.4K- 8.42% |
$134K - $139K
|
167K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19.4K- 18.48% |
$170K - $176K
|
85.8K
$728K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.9K- 19.39% |
$174K - $180K
|
82.6K
$701K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.3K- 44.08% |
$203K - $211K
|
29.5K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-26.2K- 21.76% |
$229K - $237K
|
94.1K
$798K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.2K- 16.55% |
$753K - $781K
|
434K
$3.68M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.5K- 5.78% |
$808K - $838K
|
1.51M
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-137K- 66.37% |
$1.19M - $1.24M
|
69.3K
$587K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-202K- 32.49% |
$1.76M - $1.83M
|
419K
$3.56M
|