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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $61.8M invested in Nuveen California Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
GC
2
Guggenheim Capital
Illinois
$6.45M
3
WAM
3
Wolverine Asset Management
Illinois
$529K
4
SGWM
4
Sterling Group Wealth Management
California
$468K
5
FFA
5
First Foundation Advisors
California
$2.05M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$89K
2
Bank of America
2
Bank of America
North Carolina
$861K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.67M
4
RCM
4
Rivernorth Capital Management
Florida
$301K
5
AAM
5
Advisors Asset Management
Colorado
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$217K +$43.4K +5,000 +25%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$201K +$201K +23,135 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$187K +$87.3K +10,077 +88%
Osaic Holdings
29
Osaic Holdings
Arizona
$182K -$265K -30,525 -59%
Cerity Partners
30
Cerity Partners
New York
$173K – – –
DADC
31
D.A. Davidson & Co
Montana
$167K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$166K +$30.7K +3,540 +23%
OPCM
33
Osborne Partners Capital Management
California
$165K – – –
WS
34
Wedbush Securities
California
$163K +$24.2K +2,800 +17%
MOS
35
MGO One Seven
Ohio
$157K – – –
Creative Planning
36
Creative Planning
Kansas
$151K – – –
LSC
37
Logan Stone Capital
Illinois
$151K +$151K +17,424 New
IC
38
IEQ Capital
California
$130K -$8.67K -1,000 -6%
MA
39
Mutual Advisors
Nebraska
$129K +$1.1K +125 +0.9%
GPA
40
Garrison Point Advisors
California
$127K – – –
RCM
41
RB Capital Management
Nevada
$122K +$529 +61 +0.4%
SA
42
Sanctuary Advisors
Indiana
$119K +$119K +13,730 New
SPIA
43
Steward Partners Investment Advisory
New York
$113K +$17.3K +2,000 +18%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$107K +$16.5K +1,899 +18%
HighTower Advisors
45
HighTower Advisors
Illinois
$104K – – –
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$102K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$102K +$102K +11,748 New
RIA
48
Realta Investment Advisors
Delaware
$91.6K – – –
PWM
49
Perigon Wealth Management
California
$91.6K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$89K -$1.03M -118,940 -92%
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