Purchases and Sales Made in Q4 2024 in Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA) during Q4 2024. 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 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
251KNew |
$2.1M - $2.31M
|
251K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
171KNew |
$1.43M - $1.57M
|
171K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
135KNew |
$1.13M - $1.24M
|
135K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131KNew |
$1.1M - $1.2M
|
131K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.1KNew |
$528K - $580K
|
63.1K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
60.2K+ 19.75% |
$504K - $553K
|
365K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.5KNew |
$473K - $519K
|
56.5K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 34.76% |
$353K - $388K
|
164K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
40.5KNew |
$339K - $372K
|
40.5K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.7K+ 46.93% |
$215K - $237K
|
80.6K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25KNew |
$209K - $230K
|
25K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$196K - $216K
|
23.5K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
18KNew |
$151K - $165K
|
18K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$139K - $153K
|
16.6K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 1.38% |
$134K - $147K
|
1.17M
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$128K - $140K
|
15.3K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 68.8% |
$101K - $110K
|
29.5K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$85.2K - $93.5K
|
10.2K
$87.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8K+ 36.87% |
$66.9K - $73.5K
|
29.7K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$38.8K - $42.6K
|
4.63K
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.62KNew |
$38.7K - $42.4K
|
4.62K
$39.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.9K+ 27.93% |
$32.6K - $35.8K
|
17.9K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81K+ 17.35% |
$31.9K - $35K
|
25.8K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 14.29% |
$20.9K - $23K
|
20K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 12.58% |
$17.5K - $19.3K
|
18.8K
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 5.18% |
$15.1K - $16.6K
|
36.6K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
61+ 0.43% |
$511 - $561
|
14.2K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.33% |
$318 - $349
|
2.89K
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$276 - $303
|
33
$285
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.19% |
$117 - $129
|
7.54K
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-565- 0.69% |
$4.73K - $5.19K
|
81.1K
$700K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 10.53% |
$16.7K - $18.4K
|
17K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37KClosed |
$19.8K - $21.8K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.68K- 7.28% |
$22.4K - $24.6K
|
34.1K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.86KClosed |
$23.9K - $26.3K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.07K- 11.34% |
$25.7K - $28.2K
|
24K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.64K- 0.79% |
$38.9K - $42.7K
|
580K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.2K- 3.43% |
$111K - $122K
|
372K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 11.52% |
$151K - $165K
|
138K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.2K- 8.94% |
$194K - $213K
|
236K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.5K- 1.9% |
$263K - $289K
|
1.62M
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.2K- 15.18% |
$303K - $332K
|
202K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-132K- 17.53% |
$1.1M - $1.21M
|
620K
$5.35M
|