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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

58 hedge funds and large institutions have $64.4M invested in Nuveen California Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
MWM
3
Mission Wealth Management
California
$219K
4
AAM
4
Advisors Asset Management
Colorado
$5.34M
5
Bank of America
5
Bank of America
North Carolina
$1.11M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$2.78M
2
Wells Fargo
2
Wells Fargo
California
$3.51M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.37M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
TIM
5
Tortoise Investment Management
New York
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$219K +$219K +24,000 New
WS
27
Wedbush Securities
California
$200K +$28.2K +3,100 +16%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$198K +$1.04K +114 +0.5%
NL
29
NWAM LLC
Washington
$191K +$191K +20,955 New
DADC
30
D.A. Davidson & Co
Montana
$176K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$175K +$9 +1 +0%
OPCM
32
Osborne Partners Capital Management
California
$173K – – –
MOS
33
MGO One Seven
Ohio
$165K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$160K +$50.3K +5,500 +46%
Creative Planning
35
Creative Planning
Kansas
$159K – – –
MA
36
Mutual Advisors
Nebraska
$150K +$18.6K +2,057 +14%
IC
37
IEQ Capital
California
$137K – – –
RCM
38
RB Capital Management
Nevada
$129K +$547 +60 +0.4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$127K +$127K +13,957 New
Cerity Partners
40
Cerity Partners
New York
$126K -$56.2K -6,160 -31%
SA
41
Sanctuary Advisors
Indiana
$119K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$119K – – –
FFA
43
Farther Finance Advisors
California
$117K +$117K +12,786 New
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$107K – – –
Corient Private Wealth
45
Corient Private Wealth
Florida
$99.4K +$99.4K +10,901 New
WGC
46
Watts Gwilliam & Co
Arizona
$97.6K +$97.6K +10,700 New
PWM
47
Perigon Wealth Management
California
$96.3K – – –
JIR
48
James Investment Research
Ohio
$93.3K +$93.3K +10,230 New
Bank of New York Mellon
49
Bank of New York Mellon
New York
$93.1K -$584 -64 -0.6%
GPA
50
Garrison Point Advisors
California
$91.2K -$42.9K -4,700 -32%
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