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Nuveen California Municipal Value Fund (NCA) Institutional Ownership

Nuveen California Municipal Value Fund logo
$8.38 +0.04 (+0.48%)
Closing price 03:59 PM Eastern
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$8.38 -0.01 (-0.06%)
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Institutional Ownership Changes (13F Filings) for Nuveen California Municipal Value Fund (NYSE:NCA)

Current
Institutional Ownership
Percentage
21.46%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$12.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.46M
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NCA Institutional Buying and Selling by Quarter

Nuveen California Municipal Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC26,925$233K0.0%-9.3%0.000%
4/17/2025 Atlas Private Wealth Advisors32,732$283K0.0%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.223,042$1.93M0.1%-5.6%0.000%
4/9/2025 Sweeney & Michel LLC75,987$637K0.3%N/A0.000%
2/18/2025Elequin Capital LP4,619$39K0.0%N/A0.000%
2/17/2025Nomura Holdings Inc.40,500$342K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC170,598$1.44M0.5%N/A0.000%
2/17/2025Investor s Fiduciary Advisor Network LLC10,176$85K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers36,566$309K0.0%+5.2%0.000%
2/17/2025Citadel Advisors LLC23,450$198K0.0%N/A0.000%
2/17/2025Bank of America Corp DE163,651$1.38M0.0%+34.8%0.000%
2/13/20251607 Capital Partners LLC364,971$3.08M0.2%+19.7%0.000%
2/13/2025Guggenheim Capital LLC620,161$5.24M0.0%-17.5%0.000%
2/13/2025Raymond James Financial Inc.130,975$1.11M0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.25,764$218K0.0%+17.4%0.000%
2/13/2025Wells Fargo & Company MN372,020$3.14M0.0%-3.4%0.000%
2/12/2025Landscape Capital Management L.L.C.23,999$203K0.0%-11.3%0.000%
2/12/2025 DKM Wealth Management Inc.18,000$152K0.1%N/A0.000%
2/11/2025LPL Financial LLC202,034$1.71M0.0%-15.2%0.000%
2/10/2025Advisors Asset Management Inc.580,459$4.91M0.1%-0.8%0.000%
2/7/2025HighTower Advisors LLC20,000$169K0.0%+14.3%0.000%
2/7/2025Tortoise Investment Management LLC34,063$288K0.0%-7.3%0.000%
2/6/2025Raymond James Financial Inc.130,975$1.11M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp17,855$151K0.0%+27.9%0.000%
2/3/2025Wolverine Asset Management LLC80,597$681K0.0%+46.9%0.000%
1/31/2025Atria Wealth Solutions Inc.63,098$533K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC134,526$1.14M0.0%N/A0.000%
1/24/2025 Osborne Partners Capital Management LLC17,000$144K0.0%-10.5%0.000%
1/17/2025Mutual Advisors LLC18,752$158K0.0%+12.6%0.000%
1/17/2025 Janney Montgomery Scott LLC29,688$251K0.0%+36.9%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.236,331$2.00M0.1%-8.9%0.000%
11/15/2024HighTower Advisors LLC17,500$160K0.0%+45.8%0.000%
11/12/2024Nwam LLC20,955$191K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.27,069$247K0.0%-46.7%0.000%
11/8/2024Advisors Asset Management Inc.585,102$5.34M0.1%+4.0%0.000%
11/4/2024Wolverine Asset Management LLC54,853$500K0.0%-10.0%0.000%
10/29/2024James Investment Research Inc.10,230$93K0.0%N/A0.000%
10/29/2024 Farther Finance Advisors LLC12,786$117K0.0%N/A0.000%
10/23/2024Garrison Point Advisors LLC10,000$91K0.1%-32.0%0.030%
10/23/2024 Hennion & Walsh Asset Management Inc.259,533$2.37M0.1%-15.8%0.784%
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10/9/2024Watts Gwilliam & Co. LLC10,700$98K0.0%N/A0.032%
10/7/2024 Miracle Mile Advisors LLC27,000$246K0.0%+8.0%0.082%
9/5/2024Sanctuary Advisors LLC13,730$119K0.0%N/A0.041%
8/16/2024Northwestern Mutual Wealth Management Co.7,219$63K0.0%N/A0.022%
8/15/2024Logan Stone Capital LLC17,424$151K0.0%N/A0.053%
8/7/2024Wedbush Securities Inc.18,854$163K0.0%+17.4%0.057%
8/6/2024First Foundation Advisors236,087$2.05M0.1%+13.4%0.713%
8/2/2024Wolverine Asset Management LLC60,960$529K0.0%N/A0.184%
8/2/2024Tortoise Investment Management LLC65,210$565K0.1%-24.0%0.197%
7/26/2024Bank of New York Mellon Corp10,269$89K0.0%-92.1%0.031%
7/20/2024 Hennion & Walsh Asset Management Inc.308,414$2.67M0.1%-13.1%0.931%
7/18/2024 Miracle Mile Advisors LLC25,000$217K0.0%+25.0%0.076%
7/16/2024Sterling Group Wealth Management LLC53,993$468K0.3%N/A0.163%
7/10/2024 Sweeney & Michel LLC88,285$770K0.3%-6.2%0.267%
5/16/2024 Sweeney & Michel LLC94,146$815K0.4%N/A0.284%
5/14/2024Advisors Asset Management Inc.595,091$5.36M0.1%+11.7%1.797%
5/10/2024Garrison Point Advisors LLC14,700$132K0.1%-12.0%0.044%
4/25/2024 Osborne Partners Capital Management LLC19,000$171K0.0%-22.1%0.057%
4/18/2024 Miracle Mile Advisors LLC20,000$180K0.0%+17.6%0.060%
4/17/2024 Hennion & Walsh Asset Management Inc.354,742$3.19M0.2%-2.6%1.071%
3/27/2024Nomura Holdings Inc.22,650$203K0.0%N/A0.068%
2/29/2024Tortoise Investment Management LLC105,245$943K0.1%-14.8%0.318%
2/26/2024Virtu Financial LLC32,391$290K0.0%N/A0.098%
2/13/20241607 Capital Partners LLC620,973$5.56M0.4%-4.4%1.875%
2/12/2024Fortress Wealth Management Inc.49,721$446K0.2%+39.7%0.150%
2/12/2024 Cantor Fitzgerald Investment Advisors L.P.11,772$105K0.0%N/A0.036%
2/9/2024D.A. Davidson & CO.27,578$247K0.0%-27.3%0.083%
2/9/2024UBS Group AG982,058$8.80M0.0%-4.2%2.966%
2/8/2024Tortoise Investment Management LLC98,755$888K0.1%-20.1%0.298%
2/6/2024RB Capital Management LLC13,932$125K0.0%-9.1%0.042%
1/22/2024 Osborne Partners Capital Management LLC24,400$219K0.0%-23.8%0.074%
1/22/2024 Miracle Mile Advisors LLC17,000$152K0.0%N/A0.051%
1/16/2024Raymond James Financial Services Advisors Inc.102,516$919K0.0%-14.1%0.310%
1/16/2024Raymond James & Associates66,913$600K0.0%+69.8%0.202%
11/16/2023RB Capital Management LLC15,328$126K0.0%+11.0%0.046%
11/16/2023First Foundation Advisors207,332$1.70M0.1%+11.0%0.626%
11/15/2023Advisors Asset Management Inc.538,181$4.42M0.1%+3.7%1.625%
11/14/2023Mutual Advisors LLC14,289$117K0.0%+18.1%0.043%
11/9/2023UBS Group AG1,025,429$8.42M0.0%+13.7%3.097%
11/8/2023D.A. Davidson & CO.37,916$311K0.0%+22.9%0.115%
11/6/2023Ieq Capital LLC15,000$123K0.0%+50.0%0.045%
10/27/2023 Hennion & Walsh Asset Management Inc.343,363$2.82M0.2%+15.2%1.037%
10/27/2023 Allspring Global Investments Holdings LLC46,818$384K0.0%-54.7%0.141%
10/26/2023 Osborne Partners Capital Management LLC32,000$263K0.0%-33.3%0.097%
10/24/2023Stratos Wealth Partners LTD.23,855$196K0.0%+28.1%0.072%
10/24/2023Raymond James & Associates39,413$324K0.0%+108.4%0.119%
10/23/2023Commonwealth Equity Services LLC18,396$151K0.0%-41.1%0.056%
10/18/2023Garrison Point Advisors LLC16,697$137K0.1%-12.3%0.050%
8/15/2023Rivernorth Capital Management LLC522,705$4.47M0.2%-22.4%1.579%
8/14/2023First Foundation Advisors186,850$1.60M0.1%+41.5%0.564%
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8/11/2023Guggenheim Capital LLC603,202$5.16M0.0%-12.9%1.822%
8/10/2023Cetera Investment Advisers18,462$158K0.0%+13.5%0.056%
8/9/2023 Sweeney & Michel LLC118,762$1.02M0.5%-4.2%0.359%
8/7/2023Tortoise Investment Management LLC167,826$1.44M0.2%-15.8%0.507%
7/31/2023LPL Financial LLC102,444$876K0.0%+12.4%0.309%
7/25/2023Raymond James Financial Services Advisors Inc.118,641$1.01M0.0%+6.2%0.358%
7/24/2023 Allspring Global Investments Holdings LLC103,404$884K0.0%-70.5%0.312%
7/18/2023 Allspring Global Investments Holdings LLC103,404$884K0.0%-70.5%0.312%
7/18/2023Stratos Wealth Partners LTD.18,629$159K0.0%+10.4%0.056%
7/13/2023 Cambridge Investment Research Advisors Inc.10,405$89K0.0%N/A0.031%
(Data available from 1/1/2016 forward)

NCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCA shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($8.80M), Guggenheim Capital LLC ($5.24M), Advisors Asset Management Inc. ($4.91M), Rivernorth Capital Management LLC ($4.47M), Wells Fargo & Company MN ($3.14M), 1607 Capital Partners LLC ($3.08M), and First Foundation Advisors ($2.05M).Learn more on NCA's institutional investors.

What percentage of Nuveen California Municipal Value Fund stock is owned by institutional investors?

21.46% of Nuveen California Municipal Value Fund stock is owned by institutional investors. Learn more on NCA's institutional investor holdings.

Which institutional investors have been buying Nuveen California Municipal Value Fund stock?

Of the 46 institutional investors that purchased Nuveen California Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sweeney & Michel LLC ($294.05K), Raymond James Financial Inc. ($261.95K), Logan Stone Capital LLC ($188.02K), Allspring Global Investments Holdings LLC ($134.53K), UBS Group AG ($123.64K), Advisors Asset Management Inc. ($103.67K), and First Foundation Advisors ($103.17K).

How much institutional buying is happening at Nuveen California Municipal Value Fund?

Institutional investors have bought a total of 2,081,764 shares in the last 24 months. This purchase volume represents approximately $17.88M in transactions.

Which Nuveen California Municipal Value Fund major shareholders have been selling company stock?

Of the 22 institutional investors that sold Nuveen California Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($551.53K), Guggenheim Capital LLC ($221.14K), Rivernorth Capital Management LLC ($151.16K), Hennion & Walsh Asset Management Inc. ($141.03K), Bank of New York Mellon Corp ($118.94K), Tortoise Investment Management LLC ($115.99K), and UBS Group AG ($43.37K).

How much institutional selling is happening at Nuveen California Municipal Value Fund?

Institutional investors have sold a total of 1,560,318 shares in the last 24 months. This volume of shares sold represents approximately $13.44M in transactions.


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This page (NYSE:NCA) was last updated on 4/25/2025 by MarketBeat.com Staff
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