Purchases and Sales Made in Q3 2024 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
115K+ 10.98% |
$990K - $1.05M
|
1.16M
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.9K+ 3.5% |
$483K - $514K
|
1.66M
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24KNew |
$207K - $221K
|
24K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.5K+ 3.99% |
$194K - $206K
|
585K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.2K+ 22.33% |
$192K - $204K
|
121K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 7.97% |
$152K - $162K
|
238K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14KNew |
$121K - $128K
|
14K
$118K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$119K - $126K
|
13.7K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$110K - $118K
|
12.8K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9KNew |
$94.2K - $100K
|
10.9K
$92.2K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
10.2KNew |
$88.4K - $94K
|
10.2K
$86.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.43K+ 1.13% |
$72.8K - $77.5K
|
752K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 45.83% |
$47.5K - $50.5K
|
17.5K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.1K+ 16.44% |
$26.8K - $28.5K
|
22K
$186K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.06K+ 14.09% |
$17.8K - $18.9K
|
16.7K
$141K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 8.0% |
$17.3K - $18.4K
|
27K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.36K+ 4.07% |
$11.8K - $12.5K
|
34.8K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900New |
$7.78K - $8.27K
|
900
$7.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.32K - $4.6K
|
500
$4.23K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
500+ 4.9% |
$4.32K - $4.6K
|
10.7K
$90.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
481+ 0.95% |
$4.16K - $4.42K
|
51.2K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
171+ 0.19% |
$1.48K - $1.57K
|
88.5K
$748K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114+ 0.53% |
$985 - $1.05K
|
21.7K
$184K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
60+ 0.43% |
$518 - $551
|
14.1K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 0.99% |
$242 - $257
|
2.85K
$24.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$8.64 - $9.19
|
19.1K
$162K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34- 0.05% |
$294 - $312
|
66.9K
$566K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-152- 0.58% |
$1.31K - $1.4K
|
25.9K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.18K- 1.42% |
$10.2K - $10.8K
|
81.7K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 0.84% |
$11.4K - $12.1K
|
156K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.63K- 2.98% |
$22.7K - $24.1K
|
85.6K
$724K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.7K- 31.97% |
$40.6K - $43.2K
|
10K
$84.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.11K- 10.02% |
$52.8K - $56.1K
|
54.9K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.16K- 30.83% |
$53.2K - $56.6K
|
13.8K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 64.05% |
$116K - $123K
|
7.53K
$63.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.7K- 46.69% |
$205K - $218K
|
27.1K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.5K- 43.66% |
$246K - $262K
|
36.7K
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.9K- 15.85% |
$422K - $449K
|
260K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58K- 13.09% |
$501K - $533K
|
385K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-103K- 25.28% |
$891K - $948K
|
305K
$2.58M
|