Purchases and Sales Made in Q1 2025 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q1 2025. 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, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.69M+ 15064.55% |
$22.6M - $23.5M
|
2.71M
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 6.39% |
$873K - $906K
|
1.73M
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.1K+ 45.58% |
$774K - $804K
|
294K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.9K+ 76.86% |
$521K - $541K
|
143K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.7K+ 9.93% |
$485K - $503K
|
638K
$5.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
32.7KNew |
$275K - $286K
|
32.7K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.7K+ 3.82% |
$199K - $207K
|
644K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9K+ 78.82% |
$159K - $165K
|
42.9K
$369K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
14.5K+ 3.98% |
$122K - $127K
|
379K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.6KNew |
$115K - $119K
|
13.6K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 141.01% |
$89.4K - $92.8K
|
18.2K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.1K+ 48.52% |
$76.5K - $79.4K
|
27.9K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.11KNew |
$59.8K - $62.1K
|
7.11K
$61.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.07K+ 4.39% |
$51.1K - $53K
|
144K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 20.0% |
$33.6K - $34.9K
|
24K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.93K+ 0.33% |
$33.1K - $34.3K
|
1.18M
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3KNew |
$25.2K - $26.2K
|
3K
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 15.38% |
$16.8K - $17.5K
|
15K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 5.37% |
$16.5K - $17.1K
|
38.5K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 4.66% |
$10.1K - $10.5K
|
27K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1K+ 9.35% |
$8.41K - $8.73K
|
11.7K
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.21K - $4.37K
|
500
$4.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.66% |
$160 - $166
|
2.9K
$25K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-700- 2.8% |
$5.89K - $6.11K
|
24.3K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.44K- 10.17% |
$12.1K - $12.6K
|
12.7K
$109K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.7K- 0.72% |
$14.3K - $14.8K
|
234K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 9.31% |
$23.2K - $24.1K
|
26.9K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.28K- 3.27% |
$36K - $37.4K
|
127K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.89K- 19.98% |
$49.5K - $51.4K
|
23.6K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.64K- 28.32% |
$55.9K - $58K
|
16.8K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.46K- 21.89% |
$62.7K - $65.1K
|
26.6K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-12.5K- 14.1% |
$105K - $109K
|
76K
$653K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.3K- 5.62% |
$112K - $116K
|
223K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25K- 15.29% |
$210K - $218K
|
139K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.8K- 9.89% |
$310K - $321K
|
335K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-78K- 45.73% |
$656K - $681K
|
92.6K
$796K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.68M- 98.97% |
$22.5M - $23.4M
|
27.8K
$239K
|