Purchases and Sales Made in Q3 2022 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 15.28% |
$1.07M - $1.19M
|
981K
$8.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
66.6K+ 210.17% |
$548K - $611K
|
98.3K
$834K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
61.2K+ 23.72% |
$503K - $562K
|
319K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.5KNew |
$234K - $261K
|
28.5K
$242K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 87.19% |
$193K - $215K
|
50.4K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.7K+ 3.6% |
$162K - $181K
|
568K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 13.91% |
$128K - $142K
|
127K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 4.25% |
$127K - $141K
|
378K
$3.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.8K+ 2.27% |
$64.1K - $71.5K
|
351K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3K+ 3.5% |
$24.7K - $27.5K
|
88.7K
$752K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3K+ 3.5% |
$24.7K - $27.5K
|
88.7K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.08K+ 5.09% |
$17.1K - $19K
|
42.9K
$364K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89K+ 10.31% |
$15.5K - $17.3K
|
20.2K
$172K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.75K+ 5.58% |
$14.4K - $16K
|
33.1K
$281K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.66K+ 2.68% |
$13.6K - $15.2K
|
63.4K
$538K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 4.27% |
$9.04K - $10.1K
|
26.9K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
600+ 0.1% |
$4.93K - $5.5K
|
598K
$5.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
207+ 0.8% |
$1.7K - $1.9K
|
26.2K
$222K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
75+ 0.7% |
$617 - $688
|
10.7K
$90.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 0.05% |
$82.2 - $91.7
|
20.1K
$171K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-820- 2.51% |
$6.74K - $7.52K
|
31.9K
$270K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.55K- 1.97% |
$12.7K - $14.2K
|
77K
$653K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.7K- 3.29% |
$14K - $15.6K
|
50K
$424K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 0.71% |
$16K - $17.9K
|
273K
$2.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4K- 1.74% |
$32.9K - $36.7K
|
226K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.35K- 11.45% |
$35.7K - $39.9K
|
33.6K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5K- 26.05% |
$41.1K - $45.9K
|
14.2K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.62K- 12.02% |
$46.2K - $51.5K
|
41.1K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 43.74% |
$104K - $116K
|
16.2K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 18.9% |
$131K - $146K
|
68.5K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.4K- 5.58% |
$225K - $251K
|
463K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-30.4K- 5.11% |
$250K - $279K
|
565K
$4.79M
|