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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

62 hedge funds and large institutions have $64.9M invested in Nuveen California Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.16M
2
LPL Financial
2
LPL Financial
California
$1.86M
3
UBS Group
3
UBS Group
Switzerland
$9.61M
4
AAM
4
Advisors Asset Management
Colorado
$5.36M
5
GC
5
Guggenheim Capital
Illinois
$6.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
1CP
2
1607 Capital Partners
Virginia
$3.77M
3
RCM
3
Rivernorth Capital Management
Florida
$623K
4
Wells Fargo
4
Wells Fargo
California
$3.91M
5
SGWM
5
Sterling Group Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$234K – – –
CAN
27
Cetera Advisor Networks
California
$202K +$33.2K +3,690 +20%
MMA
28
Miracle Mile Advisors
California
$180K +$27K +3,000 +18%
Deutsche Bank
29
Deutsche Bank
Germany
$176K +$176K +19,537 New
Cerity Partners
30
Cerity Partners
New York
$174K +$53.5K +6,160 +45%
DADC
31
D.A. Davidson & Co
Montana
$173K -$74.9K -8,322 -30%
OPCM
32
Osborne Partners Capital Management
California
$171K -$48.6K -5,400 -22%
MOS
33
MGO One Seven
Ohio
$163K – – –
SWP
34
Stratos Wealth Partners
Ohio
$160K -$63.1K -7,012 -28%
Creative Planning
35
Creative Planning
Kansas
$157K – – –
IC
36
IEQ Capital
California
$144K – – –
WS
37
Wedbush Securities
California
$144K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$140K – – –
GPA
39
Garrison Point Advisors
California
$132K -$18K -1,997 -12%
MA
40
Mutual Advisors
Nebraska
$130K +$819 +91 +0.6%
RCM
41
RB Capital Management
Nevada
$126K +$531 +59 +0.4%
Mariner
42
Mariner
Kansas
$120K +$378 +42 +0.3%
MCCP
43
Mission Creek Capital Partners
California
$113K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$108K -$19.8K -2,204 -16%
CFIA
45
Cantor Fitzgerald Investment Advisors
New York
$106K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$104K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$99K – – –
RIA
48
Realta Investment Advisors
Delaware
$95.1K – – –
PWM
49
Perigon Wealth Management
California
$95K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$94K – – –
1
2
3