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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,901
shares
|
$99,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
10,230
shares
|
$92,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,137
shares
|
$92,145
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
10,000
shares
|
$90,900
0.04% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,500
shares
|
$68,175
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,110
shares
|
$64,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,655
shares
|
$42,313
0.0% of portfolio
|
Q4 2022
Added 62.2%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,830
shares
|
$34,814
0.0% of portfolio
|
Q3 2025
Reduced 71.57%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
3,798
shares
|
$34,523
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,727
shares
|
$33,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$13,635
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
500
shares
|
$4,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|