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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

63 hedge funds and large institutions have $75.5M invested in Nuveen California Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.4M
2
GC
2
Guggenheim Capital
Illinois
$5.71M
3
LCM
3
Landscape Capital Management
New Jersey
$473K
4
VF
4
Virtu Financial
New York
$290K
5
RJA
5
Raymond James & Associates
Florida
$600K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.84M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.23K
3
UBS Group
3
UBS Group
Switzerland
$8.8M
4
Wells Fargo
4
Wells Fargo
California
$4.66M
5
1CP
5
1607 Capital Partners
Virginia
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$236K +$232K +25,867 +5,173%
SWP
27
Stratos Wealth Partners
Ohio
$222K +$8.29K +925 +4%
OPCM
28
Osborne Partners Capital Management
California
$219K -$68.1K -7,600 -24%
Nomura Holdings
29
Nomura Holdings
Japan
$203K +$203K +22,650 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$174K +$8.31K +927 +5%
CAN
31
Cetera Advisor Networks
California
$168K +$13.4K +1,500 +9%
MOS
32
MGO One Seven
Ohio
$162K +$162K +18,136 New
Creative Planning
33
Creative Planning
Kansas
$156K – – –
LA
34
LM Advisors
California
$153K +$153K +17,114 New
MMA
35
Miracle Mile Advisors
California
$152K +$152K +17,000 New
GPA
36
Garrison Point Advisors
California
$150K – – –
WS
37
Wedbush Securities
California
$144K – – –
IC
38
IEQ Capital
California
$143K +$8.96K +1,000 +7%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$140K -$25.1K -2,799 -15%
MA
40
Mutual Advisors
Nebraska
$129K +$842 +94 +0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$128K +$128K +14,204 New
RCM
42
RB Capital Management
Nevada
$125K -$12.5K -1,396 -9%
Cerity Partners
43
Cerity Partners
New York
$124K – – –
Mariner
44
Mariner
Kansas
$119K +$119K +13,334 New
MCCP
45
Mission Creek Capital Partners
California
$112K -$112K -12,500 -50%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$105K +$105K +11,772 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$103K +$103K +11,500 New
SPIA
48
Steward Partners Investment Advisory
New York
$98.6K – – –
RIA
49
Realta Investment Advisors
Delaware
$94.6K – – –
PWM
50
Perigon Wealth Management
California
$94.6K – – –
1
2
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