Purchases and Sales Made in Q3 2025 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
148K+ 12.92% |
$1.24M - $1.3M
|
1.29M
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106K+ 16.04% |
$889K - $929K
|
765K
$6.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
40KNew |
$336K - $352K
|
40K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.7K+ 14.91% |
$325K - $340K
|
298K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.5KNew |
$172K - $180K
|
20.5K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 102.41% |
$165K - $173K
|
38.8K
$353K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.8K+ 41.73% |
$158K - $166K
|
64K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 1.03% |
$156K - $163K
|
1.81M
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.5KNew |
$105K - $110K
|
12.5K
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.3K+ 22.94% |
$53K - $55.4K
|
33.8K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.2K+ 14.59% |
$43.7K - $45.7K
|
40.8K
$371K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.73KNew |
$31.3K - $32.8K
|
3.73K
$33.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.2K+ 1.11% |
$26.9K - $28.1K
|
292K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.13K+ 2.27% |
$26.3K - $27.5K
|
141K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 10.0% |
$20.2K - $21.1K
|
26.4K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 18.92% |
$16.9K - $17.6K
|
12.6K
$115K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
731+ 2.71% |
$6.15K - $6.43K
|
27.7K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
406+ 2.51% |
$3.41K - $3.57K
|
16.6K
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
192+ 0.49% |
$1.61K - $1.69K
|
39.3K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
138+ 0.18% |
$1.16K - $1.21K
|
76.3K
$693K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
129+ 1.07% |
$1.08K - $1.13K
|
12.2K
$111K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123+ 0.45% |
$1.03K - $1.08K
|
27.2K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
103+ 1.03% |
$866 - $905
|
10.1K
$92.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 0.38% |
$412 - $431
|
12.8K
$117K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.05% |
$50.5 - $52.7
|
12.1K
$110K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-262- 0.09% |
$2.2K - $2.3K
|
306K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-570- 0.08% |
$4.79K - $5.01K
|
710K
$6.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 11.48% |
$12.4K - $12.9K
|
11.3K
$103K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.64K- 71.57% |
$81.1K - $84.8K
|
3.83K
$34.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 6.68% |
$84.5K - $88.3K
|
140K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-21.2K- 21.0% |
$178K - $186K
|
79.8K
$725K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 19.33% |
$193K - $202K
|
96K
$872K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.6K- 41.35% |
$468K - $489K
|
78.9K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-58K- 26.71% |
$488K - $510K
|
159K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-80.1K- 23.87% |
$674K - $704K
|
256K
$2.32M
|
|