Purchases and Sales Made in Q4 2023 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q4 2023. 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 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 15.52% |
$1.37M - $1.58M
|
1.31M
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
65K+ 11.36% |
$509K - $584K
|
638K
$5.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
52.8KNew |
$413K - $474K
|
52.8K
$447K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.4KNew |
$253K - $291K
|
32.4K
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 69.77% |
$215K - $247K
|
66.9K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
25.9K+ 5173.4% |
$202K - $232K
|
26.4K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.7KNew |
$177K - $203K
|
22.7K
$192K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.7K+ 6.03% |
$162K - $186K
|
364K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.1KNew |
$142K - $163K
|
18.1K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17.1KNew |
$134K - $154K
|
17.1K
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17KNew |
$133K - $153K
|
17K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$111K - $128K
|
14.2K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14.1K+ 39.72% |
$111K - $127K
|
49.7K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.6K+ 2.62% |
$106K - $122K
|
533K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3KNew |
$104K - $120K
|
13.3K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5KNew |
$89.9K - $103K
|
11.5K
$97.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.49K+ 6.57% |
$50.8K - $58.3K
|
105K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.83K+ 4.5% |
$37.8K - $43.4K
|
112K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.73KNew |
$29.1K - $33.5K
|
3.73K
$31.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99KNew |
$15.5K - $17.8K
|
1.99K
$16.8K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99KNew |
$15.5K - $17.8K
|
1.99K
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.95K+ 1.08% |
$15.2K - $17.5K
|
183K
$1.55M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.56K+ 227.03% |
$12.2K - $14K
|
2.25K
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 8.67% |
$11.7K - $13.5K
|
18.8K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1K+ 6.67% |
$7.82K - $8.98K
|
16K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
927+ 5.02% |
$7.25K - $8.32K
|
19.4K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
925+ 3.88% |
$7.23K - $8.31K
|
24.8K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
845+ 0.41% |
$6.61K - $7.59K
|
208K
$1.77M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
688New |
$5.38K - $6.18K
|
688
$5.83K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94+ 0.66% |
$735 - $844
|
14.4K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.39% |
$297 - $341
|
2.77K
$23.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.7% |
$125 - $144
|
2.32K
$19.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-128- 0.15% |
$1K - $1.15K
|
82.9K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-283- 12.86% |
$2.21K - $2.54K
|
1.92K
$16.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-600- 1.54% |
$4.69K - $5.39K
|
38.4K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.4K- 9.11% |
$10.9K - $12.5K
|
13.9K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.88KClosed |
$14.7K - $16.9K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.76K- 5.23% |
$21.6K - $24.8K
|
50K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 15.22% |
$21.9K - $25.1K
|
15.6K
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-7.6K- 23.75% |
$59.4K - $68.2K
|
24.4K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.61K- 4.34% |
$59.5K - $68.4K
|
168K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.3K- 27.27% |
$80.8K - $92.8K
|
27.6K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.5K- 50.0% |
$97.8K - $112K
|
12.5K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 14.13% |
$132K - $151K
|
103K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24.8K- 20.1% |
$194K - $223K
|
98.8K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-28.5K- 4.38% |
$222K - $255K
|
621K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.1K- 5.8% |
$251K - $288K
|
520K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.4K- 4.23% |
$339K - $389K
|
982K
$8.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-45.9K- 98.04% |
$359K - $412K
|
918
$7.78K
|