Purchases and Sales Made in Q2 2024 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q2 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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.5K+ 6.14% |
$776K - $836K
|
1.6M
$13.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.5K+ 6.14% |
$776K - $836K
|
1.6M
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71.2K+ 10.58% |
$597K - $643K
|
744K
$6.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
61KNew |
$511K - $551K
|
61K
$516K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
54KNew |
$453K - $488K
|
54K
$457K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27.9K+ 13.41% |
$234K - $252K
|
236K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1KNew |
$194K - $209K
|
23.1K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.3K+ 72.13% |
$179K - $192K
|
50.8K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$146K - $158K
|
17.4K
$147K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 6.57% |
$114K - $123K
|
221K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$98.6K - $106K
|
11.7K
$99.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 87.63% |
$84.5K - $91.1K
|
21.6K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.97K+ 2.07% |
$75.3K - $81.1K
|
443K
$3.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.22KNew |
$60.6K - $65.3K
|
7.22K
$61.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58K+ 6.75% |
$46.8K - $50.5K
|
88.2K
$746K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5K+ 25.0% |
$42K - $45.2K
|
25K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.54K+ 22.7% |
$29.7K - $32K
|
19.1K
$162K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.8K+ 17.44% |
$23.5K - $25.3K
|
18.9K
$160K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 18.18% |
$16.8K - $18.1K
|
13K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 18.25% |
$15.9K - $17.2K
|
12.3K
$104K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
486+ 0.97% |
$4.08K - $4.39K
|
50.7K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
125+ 0.86% |
$1.05K - $1.13K
|
14.6K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
61+ 0.44% |
$512 - $551
|
14.1K
$119K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
38+ 0.05% |
$319 - $344
|
82.8K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 1.0% |
$235 - $253
|
2.82K
$23.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.98% |
$193 - $208
|
2.36K
$20K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-31- 1.62% |
$260 - $280
|
1.89K
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1K- 6.25% |
$8.39K - $9.04K
|
15K
$127K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.86K- 6.23% |
$49.2K - $53K
|
88.3K
$747K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.46K- 18.25% |
$62.6K - $67.4K
|
33.4K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.68K- 5.79% |
$81.2K - $87.5K
|
157K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 28.58% |
$84K - $90.5K
|
25K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.3K- 2.7% |
$94.8K - $102K
|
408K
$3.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20.6K- 23.99% |
$173K - $186K
|
65.2K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-23K- 2.15% |
$193K - $208K
|
1.04M
$8.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 59.31% |
$256K - $276K
|
20.9K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-32.4K- 5.45% |
$272K - $293K
|
563K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-34.5K- 49.84% |
$290K - $312K
|
34.7K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-46.3K- 13.06% |
$389K - $419K
|
308K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.9K- 42.0% |
$603K - $650K
|
99.3K
$840K
|