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Nuveen California Municipal Value Fund (NCA) Institutional Ownership

Nuveen California Municipal Value Fund logo
$8.98
-0.02 (-0.22%)
(As of 11/1/2024 ET)
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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)
23
Total
Institutional Inflows
(last 12 months)
$5.99M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.66M
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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
10/29/2024 James Investment Research Inc.10,230$93K0.0%N/A0.000%
10/29/2024 Farther Finance Advisors LLC12,786$117K0.0%N/A0.000%
10/23/2024 Garrison 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%
10/9/2024 Watts 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%
7/16/2024 Sterling 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%
5/10/2024 Garrison 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%
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11/15/2023Advisors Asset Management Inc.538,181$4.42M0.1%+3.7%1.625%
11/14/2023 Mutual 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%
10/18/2023 Garrison 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%
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%
6/7/2023 Sweeney & Michel LLC123,918$1.07M0.6%N/A0.374%
5/11/2023 PFG Investments LLC13,202$116K0.0%N/A0.040%
5/11/2023Guggenheim Capital LLC692,538$6.10M0.1%+7.5%2.092%
5/10/2023RB Capital Management LLC14,424$127K0.0%-13.3%0.044%
5/9/2023Tortoise Investment Management LLC199,353$1.76M0.3%-8.3%0.602%
5/5/2023 Garrison Point Advisors LLC19,047$168K0.1%+32.7%0.058%
5/2/2023Ieq Capital LLC10,000$88K0.0%N/A0.030%
4/27/2023Stratos Wealth Partners LTD.16,868$149K0.0%-11.5%0.051%
4/25/2023D.A. Davidson & CO.31,142$275K0.0%-6.4%0.094%
4/21/2023 Sterling Group Wealth Management LLC53,993$476K0.4%-85.4%0.163%
4/20/2023 Hennion & Walsh Asset Management Inc.277,629$2.45M0.2%+25.9%0.839%
4/20/2023 Melfa Wealth Management LLC84,124$741K0.7%-1.9%0.254%
4/20/2023Fortress Wealth Management Inc.35,000$308K0.2%N/A0.106%
4/14/2023Raymond James Financial Services Advisors Inc.111,705$984K0.0%+27.8%0.337%
4/14/2023Raymond James & Associates18,913$167K0.0%+8.3%0.057%
4/11/2023 Mutual Advisors LLC12,030$106K0.0%-37.7%0.036%
2/17/2023 Sterling Group Wealth Management LLC370,547$3.13M3.1%N/A1.119%
2/13/2023Advisors Asset Management Inc.417,738$3.53M0.1%+30.8%1.262%
2/9/2023Landscape Capital Management L.L.C.10,190$86K0.0%N/A0.031%
2/8/2023Raymond James Financial Services Advisors Inc.87,378$738K0.0%+13.4%0.264%
2/8/2023Belpointe Asset Management LLC3,000$25K0.0%N/A0.009%
2/8/2023UBS Group AG605,400$5.12M0.0%+60.0%1.828%
2/7/2023Commonwealth Equity Services LLC39,099$330K0.0%-8.8%0.118%
2/7/2023 Regatta Capital Group LLC136,682$1.16M0.4%N/A0.413%
2/7/2023LPL Financial LLC102,877$869K0.0%-19.1%0.311%
2/6/2023Parallel Advisors LLC4,655$39K0.0%+62.2%0.014%
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Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
2/3/2023Tortoise Investment Management LLC217,371$1.84M0.3%-4.0%0.657%
2/1/2023 Garrison Point Advisors LLC14,350$121K0.1%-14.6%0.043%
1/31/2023 Melfa Wealth Management LLC85,737$724K0.8%N/A0.259%
1/31/2023Wedbush Securities Inc.15,494$131K0.0%N/A0.047%
1/24/2023 Osborne Partners Capital Management LLC48,000$406K0.0%-4.0%0.145%
1/18/2023Private Trust Co. NA12,230$103K0.0%-14.3%0.037%
1/12/2023 Mutual Advisors LLC19,311$163K0.0%-69.5%0.058%
1/12/2023 Hennion & Walsh Asset Management Inc.220,516$1.86M0.1%+124.3%0.666%
1/11/2023RB Capital Management LLC16,636$141K0.0%-47.8%0.050%
11/15/2022Cantor Fitzgerald L. P.14,191$117K0.0%-26.1%0.043%
(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, 48 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($8.80M), 1607 Capital Partners LLC ($5.56M), Advisors Asset Management Inc. ($5.36M), Guggenheim Capital LLC ($5.16M), Rivernorth Capital Management LLC ($4.47M), Hennion & Walsh Asset Management Inc. ($2.37M), and Fiera Capital Corp ($2.24M).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 38 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: Sterling Group Wealth Management LLC ($424.54K), UBS Group AG ($366.03K), Hennion & Walsh Asset Management Inc. ($291.23K), Advisors Asset Management Inc. ($240.74K), Sweeney & Michel LLC ($218.06K), Regatta Capital Group LLC ($136.68K), 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 2,435,950 shares in the last 24 months. This purchase volume represents approximately $20.83M in transactions.

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

Of the 23 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), Sterling Group Wealth Management LLC ($316.55K), Rivernorth Capital Management LLC ($151.16K), Tortoise Investment Management LLC ($126.33K), Bank of New York Mellon Corp ($118.94K), Hennion & Walsh Asset Management Inc. ($104.54K), and Guggenheim Capital LLC ($89.34K).

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

Institutional investors have sold a total of 1,737,000 shares in the last 24 months. This volume of shares sold represents approximately $15.02M in transactions.


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This page (NYSE:NCA) was last updated on 11/2/2024 by MarketBeat.com Staff
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