Free Trial
→ Stunning Trump Manhattan Project Now Underway (From Banyan Hill Publishing) (Ad) Free NCA Stock Alerts

Nuveen California Municipal Value Fund (NCA) Institutional Ownership

Nuveen California Municipal Value Fund logo
$8.50 +0.02 (+0.24%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
21
Total
Institutional Inflows
(last 12 months)
$4.81M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.97M
Get NCA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen California Municipal Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NCA Institutional Buying and Selling by Quarter

Nuveen California Municipal Value Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Mutual 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%
10/29/2024Farther 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%
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%
7/16/2024Sterling Group Wealth Management LLC53,993$468K0.3%N/A0.163%
7/10/2024Sweeney & Michel LLC88,285$770K0.3%-6.2%0.267%
5/16/2024Sweeney & 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%
4/25/2024Osborne 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%
2/12/2024Cantor 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%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

You simply have to see this..
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%
1/22/2024Osborne 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%
11/14/2023 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%
10/27/2023Allspring Global Investments Holdings LLC46,818$384K0.0%-54.7%0.141%
10/26/2023Osborne 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%
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%
8/9/2023Sweeney & 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%
7/24/2023Allspring Global Investments Holdings LLC103,404$884K0.0%-70.5%0.312%
7/18/2023Allspring 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%
7/13/2023Cambridge Investment Research Advisors Inc.10,405$89K0.0%N/A0.031%
6/7/2023Sweeney & Michel LLC123,918$1.07M0.6%N/A0.374%
5/11/2023PFG 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%
5/5/2023Garrison 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%
4/21/2023Sterling 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%
2/17/2023Sterling 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%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
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%
2/7/2023Regatta 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%
2/3/2023Tortoise Investment Management LLC217,371$1.84M0.3%-4.0%0.657%
2/1/2023Garrison Point Advisors LLC14,350$121K0.1%-14.6%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, 47 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. ($5.34M), Guggenheim Capital LLC ($5.16M), Rivernorth Capital Management LLC ($4.47M), First Foundation Advisors ($2.05M), and Hennion & Walsh Asset Management Inc. ($2.00M).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 40 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 ($350.60K), Sweeney & Michel LLC ($218.06K), Advisors Asset Management Inc. ($201.96K), Regatta Capital Group LLC ($136.68K), First Foundation Advisors ($103.17K), and Hennion & Walsh Asset Management Inc. ($102.41K).

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

Institutional investors have bought a total of 2,182,872 shares in the last 24 months. This purchase volume represents approximately $18.76M 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), Sterling Group Wealth Management LLC ($316.55K), Rivernorth Capital Management LLC ($151.16K), Hennion & Walsh Asset Management Inc. ($127.74K), Tortoise Investment Management LLC ($122.33K), Bank of New York Mellon Corp ($118.94K), 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 1,717,671 shares in the last 24 months. This volume of shares sold represents approximately $14.88M in transactions.


Related Companies

This page (NYSE:NCA) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
The Crypto Secret Wall Street Doesn’t Want You to Know
Potential $20-trillion opportunity? Put $500 into THIS AI Coin for 2025…
Crypto 101 Media | Sponsored