Purchases and Sales Made in Q2 2023 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
165K+ 22.36% |
$1.41M - $1.5M
|
902K
$7.74M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
54.8K+ 41.47% |
$468K - $498K
|
187K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
54.2K+ 11.66% |
$463K - $493K
|
519K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 3.06% |
$258K - $274K
|
1.02M
$8.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.4K+ 7.36% |
$175K - $186K
|
298K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 12.43% |
$96.8K - $103K
|
102K
$879K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$88.9K - $94.7K
|
10.4K
$89.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 6.09% |
$86.1K - $91.7K
|
176K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94K+ 6.21% |
$59.2K - $63.1K
|
119K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.11K+ 2.65% |
$35.1K - $37.4K
|
159K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.89K+ 6.75% |
$33.2K - $35.4K
|
61.5K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 41.43% |
$24.8K - $26.4K
|
9.9K
$84.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.2K+ 13.53% |
$18.8K - $20K
|
18.5K
$158K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.76K+ 10.44% |
$15K - $16K
|
18.6K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
560+ 3.61% |
$4.78K - $5.1K
|
16.1K
$138K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
231+ 0.66% |
$1.97K - $2.1K
|
35.2K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
125+ 0.15% |
$1.07K - $1.14K
|
84.2K
$723K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
88+ 0.81% |
$752 - $801
|
11K
$94.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
69+ 0.57% |
$589 - $628
|
12.1K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.01% |
$231 - $246
|
2.71K
$23.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.02% |
$59.8 - $63.7
|
31.2K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-190- 14.5% |
$1.62K - $1.73K
|
1.12K
$9.61K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-283- 0.91% |
$2.42K - $2.58K
|
30.9K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-614- 4.26% |
$5.24K - $5.59K
|
13.8K
$118K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.52K- 9.9% |
$13K - $13.8K
|
13.8K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.6K- 0.25% |
$13.7K - $14.6K
|
649K
$5.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.16K- 4.16% |
$44K - $46.9K
|
119K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.16K- 41.65% |
$69.7K - $74.2K
|
11.4K
$98K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.3K- 4.56% |
$216K - $230K
|
531K
$4.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-31.5K- 15.81% |
$269K - $287K
|
168K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-89.3K- 12.9% |
$763K - $813K
|
603K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-151K- 22.43% |
$1.29M - $1.38M
|
523K
$4.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-247K- 70.53% |
$2.11M - $2.25M
|
103K
$887K
|