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 67 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
40,500
shares
|
$349,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,566
shares
|
$315,930
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
34,063
shares
|
$294,304
0.03% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
29,688
shares
|
$256,504
0.0% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
29,469
shares
|
$254,612
0.0% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
25,867
shares
|
$223,490
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,764
shares
|
$222,600
0.01% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
25,011
shares
|
$216,095
0.02% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$216,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
23,999
shares
|
$207,351
0.02% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,450
shares
|
$202,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
20,955
shares
|
$181,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
20,000
shares
|
$172,800
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
19,256
shares
|
$166,371
0.0% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,752
shares
|
$162,017
0.0% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
18,000
shares
|
$155,520
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,855
shares
|
$154,267
0.0% of portfolio
|
Q4 2024
Added 27.93%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
17,000
shares
|
$146,880
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,617
shares
|
$143,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,287
shares
|
$132,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
15,000
shares
|
$129,600
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
14,173
shares
|
$122,454
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
13,818
shares
|
$119,387
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,730
shares
|
$118,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,000
shares
|
$112,320
0.0% of portfolio
|
Q2 2024
Added 18.18%
|