Purchases and Sales Made in Q4 2021 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
164K+ 75.75% |
$1.64M - $1.72M
|
380K
$3.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
86.8KNew |
$870K - $911K
|
86.8K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
75.2K+ 51.22% |
$753K - $789K
|
222K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68.1KNew |
$682K - $714K
|
68.1K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.7K+ 22.1% |
$618K - $648K
|
341K
$2.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43.6K+ 32.99% |
$437K - $458K
|
176K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
36.6KNew |
$367K - $384K
|
36.6K
$310K
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.7KNew |
$308K - $322K
|
30.7K
$260K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$221K - $232K
|
22.1K
$187K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2KNew |
$162K - $170K
|
16.2K
$137K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
13.8KNew |
$138K - $145K
|
13.8K
$117K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.1KNew |
$61.1K - $64K
|
6.1K
$51.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 74.7% |
$20.2K - $21.2K
|
4.72K
$39.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2K+ 7.07% |
$20K - $21K
|
30.3K
$256K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.63K+ 12.51% |
$16.3K - $17.1K
|
14.7K
$124K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
483+ 1.21% |
$4.84K - $5.07K
|
40.5K
$342K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
458New |
$4.59K - $4.8K
|
458
$3.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 0.62% |
$2.42K - $2.54K
|
39.3K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
223+ 0.63% |
$2.23K - $2.34K
|
35.7K
$302K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
191+ 0.63% |
$1.91K - $2K
|
30.5K
$258K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
133+ 0.52% |
$1.33K - $1.4K
|
25.6K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
119New |
$1.19K - $1.25K
|
119
$1.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75+ 0.44% |
$752 - $787
|
17.3K
$146K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
61+ 0.58% |
$611 - $640
|
10.5K
$88.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 0.05% |
$100 - $105
|
19.1K
$161K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-68- 0.63% |
$681 - $713
|
10.7K
$90.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 2.1% |
$11K - $11.5K
|
51.2K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.08K- 6.36% |
$30.8K - $32.3K
|
45.3K
$383K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.3K- 5.59% |
$33K - $34.6K
|
55.7K
$471K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.48K- 9.08% |
$34.9K - $36.5K
|
34.9K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.74K- 3.6% |
$37.5K - $39.3K
|
100K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.5K- 15.25% |
$45.1K - $47.2K
|
25K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.06K- 0.93% |
$50.7K - $53K
|
538K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-10.4K- 2.2% |
$104K - $109K
|
462K
$3.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-12.2K- 75.36% |
$123K - $128K
|
4K
$33.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-12.3KClosed |
$123K - $129K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15.5K- 34.46% |
$155K - $163K
|
29.5K
$249K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.4KClosed |
$335K - $350K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.5K- 11.2% |
$906K - $949K
|
717K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-388K- 77.97% |
$3.89M - $4.07M
|
110K
$929K
|