Purchases and Sales Made in Q4 2022 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
371KNew |
$3M - $3.23M
|
371K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
251K+ 44.45% |
$2.03M - $2.19M
|
816K
$6.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
227K+ 59.97% |
$1.84M - $1.98M
|
605K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
138KNew |
$1.12M - $1.21M
|
138K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
137KNew |
$1.11M - $1.19M
|
137K
$1.16M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
122K+ 124.3% |
$989K - $1.07M
|
221K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 24.83% |
$930K - $1M
|
578K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
98.3K+ 30.77% |
$795K - $858K
|
418K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
85.7KNew |
$694K - $748K
|
85.7K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
77.6K+ 12.98% |
$628K - $677K
|
675K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
76.7K+ 13.5% |
$620K - $669K
|
644K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.3K+ 104.02% |
$577K - $622K
|
140K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43.4K+ 48.91% |
$351K - $379K
|
132K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 239.29% |
$314K - $339K
|
55K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.1KNew |
$139K - $150K
|
17.1K
$145K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
15.5KNew |
$125K - $135K
|
15.5K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$91.4K - $98.6K
|
11.3K
$95.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$85.8K - $92.5K
|
10.6K
$89.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 13.41% |
$83.6K - $90.2K
|
87.4K
$741K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.2KNew |
$82.4K - $89K
|
10.2K
$86.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3KNew |
$24.3K - $26.2K
|
3K
$25.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.86KNew |
$23.1K - $25K
|
2.86K
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68KNew |
$21.7K - $23.4K
|
2.68K
$22.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 40.0% |
$16.2K - $17.5K
|
7K
$59.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 62.2% |
$14.4K - $15.6K
|
4.66K
$39.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65KNew |
$13.3K - $14.4K
|
1.65K
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.56KNew |
$12.6K - $13.6K
|
1.56K
$13.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.1K - $13.1K
|
1.5K
$12.7K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
121+ 0.37% |
$979 - $1.06K
|
33.3K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116+ 0.28% |
$938 - $1.01K
|
41.2K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
84+ 0.78% |
$680 - $733
|
10.8K
$91.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92- 0.32% |
$744 - $803
|
28.4K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-250- 33.33% |
$2.02K - $2.18K
|
500
$4.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-554- 1.65% |
$4.48K - $4.84K
|
33.1K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.02K- 2.55% |
$8.24K - $8.9K
|
39K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 5.31% |
$8.65K - $9.33K
|
19.1K
$162K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 4.0% |
$16.2K - $17.5K
|
48K
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.04K- 14.31% |
$16.5K - $17.8K
|
12.2K
$104K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.44K- 14.55% |
$19.8K - $21.3K
|
14.4K
$122K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.77K- 8.8% |
$30.5K - $32.9K
|
39.1K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.2K- 23.09% |
$50.2K - $54.1K
|
20.7K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.02K- 3.98% |
$72.9K - $78.7K
|
217K
$1.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-15.2K- 47.82% |
$123K - $133K
|
16.6K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.3K- 19.11% |
$197K - $212K
|
103K
$872K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.1K- 69.55% |
$357K - $385K
|
19.3K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.8K- 9.47% |
$751K - $811K
|
888K
$7.53M
|