NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

54 hedge funds and large institutions have $48.8M invested in Nuveen California Municipal Value Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.1M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$812K
3
AAM
3
Advisors Asset Management
Colorado
$2.64M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$236K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$416K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.67M
2
Wells Fargo
2
Wells Fargo
California
$3.82M
3
Comerica Bank
3
Comerica Bank
Texas
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$222K +$9.1K +1,100 +4%
OIA
27
OneDigital Investment Advisors
Kansas
$216K +$1.71K +207 +0.8%
MCCP
28
Mission Creek Capital Partners
California
$206K – – –
SWP
29
Stratos Wealth Partners
Ohio
$166K +$82 +10 +0%
AA
30
AlphaMark Advisors
Kentucky
$160K – – –
Creative Planning
31
Creative Planning
Kansas
$144K – – –
RJA
32
Raymond James & Associates
Florida
$144K – – –
GPA
33
Garrison Point Advisors
California
$139K – – –
Bank of America
34
Bank of America
North Carolina
$134K -$104K -12,611 -44%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$134K – – –
PTC
36
Private Trust Company
Ohio
$118K – – –
CF
37
Cantor Fitzgerald
New York
$117K -$41.2K -5,000 -26%
GJIC
38
Gamble Jones Investment Counsel
California
$114K – – –
HWA
39
HCR Wealth Advisors
California
$89K +$623 +75 +0.7%
PWM
40
Perigon Wealth Management
California
$87K – – –
RIA
41
Realta Investment Advisors
Delaware
$87K – – –
JIR
42
James Investment Research
Ohio
$68K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$41K – – –
HCP
44
Hexagon Capital Partners
Arkansas
$30K – – –
PA
45
Parallel Advisors
California
$24K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
AF
47
Allworth Financial
California
$21K – – –
BC
48
Bartlett & Co
Ohio
$16K – – –
PO
49
Private Ocean
California
$16K – – –
BCWM
50
Bartlett & Co Wealth Management
Ohio
$15.6K – – –
1
2
3