Institutional Ownership Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 7.73 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,812,756
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,291,449
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
764,596
shares
|
$6.95 Million
0.12% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
710,499
shares
|
$6.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
305,686
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
298,195
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
291,521
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
255,520
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 23.87%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
159,193
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 26.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
141,178
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
140,325
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
136,682
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
95,980
shares
|
$872,458
0.0% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,593
shares
|
$778,040
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
81,101
shares
|
$737,208
0.42% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
79,783
shares
|
$725,227
0.18% of portfolio
|
Q3 2025
Reduced 21.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
78,905
shares
|
$717,246
0.0% of portfolio
|
Q3 2025
Reduced 41.35%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
76,262
shares
|
$693,221
0.23% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,879
shares
|
$607,930
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
63,962
shares
|
$581,414
0.0% of portfolio
|
Q3 2025
Added 41.73%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
53,993
shares
|
$490,796
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$458,263
0.02% of portfolio
|
Q3 2022
Added 87.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
40,819
shares
|
$371,044
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
40,000
shares
|
$363,600
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
39,342
shares
|
$357,618
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|