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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

55 hedge funds and large institutions have $58.6M invested in Nuveen California Municipal Value Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.28M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.82M
4
Wells Fargo
4
Wells Fargo
California
$4.54M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.5M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$384K
3
TIM
3
Tortoise Investment Management
New York
$1.01M
4
GC
4
Guggenheim Capital
Illinois
$4.7M
5
OPCM
5
Osborne Partners Capital Management
California
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$234K – – –
MCCP
27
Mission Creek Capital Partners
California
$205K – – –
SWP
28
Stratos Wealth Partners
Ohio
$196K +$42.9K +5,226 +28%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$152K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$151K -$105K -12,846 -41%
Creative Planning
31
Creative Planning
Kansas
$143K – – –
CAN
32
Cetera Advisor Networks
California
$142K -$8.21K -1,000 -5%
GPA
33
Garrison Point Advisors
California
$137K -$19.3K -2,350 -12%
WS
34
Wedbush Securities
California
$132K – – –
RCM
35
RB Capital Management
Nevada
$126K +$12.5K +1,518 +11%
IC
36
IEQ Capital
California
$123K +$41.1K +5,000 +50%
MA
37
Mutual Advisors
Nebraska
$117K +$18K +2,190 +18%
Cerity Partners
38
Cerity Partners
New York
$113K – – –
HWA
39
HCR Wealth Advisors
California
$90.9K +$739 +90 +0.8%
SPIA
40
Steward Partners Investment Advisory
New York
$90.3K +$9.03K +1,100 +11%
RIA
41
Realta Investment Advisors
Delaware
$90.3K – – –
PWM
42
Perigon Wealth Management
California
$86.7K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$85K – – –
PA
44
Parallel Advisors
California
$38.2K – – –
HCP
45
Hexagon Capital Partners
Arkansas
$29.9K – – –
HCM
46
Hollencrest Capital Management
California
$23.5K – – –
CAL
47
Capital Analysts LLC
Pennsylvania
$22K +$217 +27 +1%
AF
48
Allworth Financial
California
$20.5K – – –
IA
49
IFP Advisors
Florida
$18.9K – – –
Comerica Bank
50
Comerica Bank
Texas
$18.1K +$18.1K +2,201 New
1
2
3