NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $63.7M invested in Nuveen California Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.12M
2
LSC
2
Logan Stone Capital
Illinois
$1.44M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.14M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.11M
5
AWS
5
Atria Wealth Solutions
New York
$533K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.24M
2
FWM
2
Fortress Wealth Management
California
$0
3
LPL Financial
3
LPL Financial
California
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.7M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$85.1K 10,071 -134 -1%
ISFAN
52
Investor's Fiduciary Advisor Network
Washington
$85K 10,176 +10,176 New
AF
53
Allworth Financial
California
$84.9K 10,000 – –
GPA
54
Garrison Point Advisors
California
$84.5K 10,000 – –
Osaic Holdings
55
Osaic Holdings
Arizona
$63.7K 7,542 +14 +0.2%
PA
56
Parallel Advisors
California
$39.3K 4,655 – –
VHAM
57
Van Hulzen Asset Management
California
$39.2K 4,634 +4,634 New
EC
58
Elequin Capital
New York
$39K 4,619 +4,619 New
CAL
59
Capital Analysts LLC
Pennsylvania
$24K 2,885 +38 +1%
CJ
60
Caitlin John
Michigan
$7.61K 900 – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$279 33 +33 New
FWM
62
Fortress Wealth Management
California
– – -51,160 Closed
MMA
63
Miracle Mile Advisors
California
– – -27,000 Closed
MWM
64
Mission Wealth Management
California
– – -24,000 Closed
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
– – -19,138 Closed
MOS
66
MGO One Seven
Ohio
– – -18,136 Closed
Cerity Partners
67
Cerity Partners
New York
– – -13,818 Closed
PWM
68
Perigon Wealth Management
California
– – -10,560 Closed
HCM
69
Hollencrest Capital Management
California
– – -2,860 Closed
IA
70
IFP Advisors
Florida
– – -2,370 Closed
FIA
71
FNY Investment Advisers
New York
– – -500 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
1 2
3