Purchases and Sales Made in Q2 2025 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
68.3K+ 208.53% |
$562K - $596K
|
101K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
67.2K+ 10.44% |
$554K - $587K
|
711K
$6.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5K+ 3.85% |
$548K - $580K
|
1.79M
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.5K+ 16.35% |
$300K - $318K
|
260K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25KNew |
$206K - $218K
|
25K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$189K - $201K
|
23K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.8K+ 3.26% |
$171K - $182K
|
659K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 62.31% |
$143K - $151K
|
45.1K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
13.2KNew |
$109K - $115K
|
13.2K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$105K - $112K
|
12.8K
$113K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 194.04% |
$104K - $110K
|
19.2K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.4K+ 8.96% |
$93.5K - $99.1K
|
138K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3K+ 40.57% |
$93.1K - $98.6K
|
39.2K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$87.4K - $92.6K
|
10.6K
$93.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$82.7K - $87.6K
|
10K
$88.2K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.71K+ 40.04% |
$63.5K - $67.3K
|
27K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 4.24% |
$50.3K - $53.3K
|
150K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.4K - $13.1K
|
1.5K
$13.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 8.0% |
$9.89K - $10.5K
|
16.2K
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 1.85% |
$4.12K - $4.37K
|
27.5K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
137+ 0.18% |
$1.13K - $1.2K
|
76.1K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122+ 0.45% |
$1.01K - $1.07K
|
27K
$238K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
50+ 0.39% |
$412 - $437
|
12.8K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 1.03% |
$247 - $262
|
2.93K
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 25.0% |
$20.6K - $21.8K
|
7.5K
$65.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 12.16% |
$23.6K - $25K
|
20.7K
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 7.55% |
$24K - $25.4K
|
35.6K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.8K- 1.97% |
$47.8K - $50.6K
|
288K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 64.12% |
$96K - $102K
|
6.52K
$57.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.1K- 49.36% |
$108K - $115K
|
13.5K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.2K- 7.33% |
$142K - $150K
|
217K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 14.17% |
$162K - $171K
|
119K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 8.73% |
$241K - $255K
|
306K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.2K- 2.98% |
$290K - $307K
|
1.14M
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-43.8K- 11.55% |
$361K - $383K
|
336K
$2.95M
|