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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$23.8K
AF
52
Allworth Financial
California
$22K
IA
53
IFP Advisors
Florida
$21.9K +$20.2K +2,300 New
PO
54
Private Ocean
California
$17.4K
BC
55
Bartlett & Co
Ohio
$17K
BCWM
56
Bartlett & Co Wealth Management
Ohio
$16.7K
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$11.5K -$2.2K -250 -16%
CSC
58
Caldwell Sutter Capital
California
$9.69K +$9.68K +1,100 New
US Bancorp
59
US Bancorp
Minnesota
$4.41K
FIA
60
FNY Investment Advisers
New York
$4K +$4.4K +500 New
JP Morgan Chase
61
JP Morgan Chase
New York
$2K -$12.9K -1,465 -89%
WP
62
Woodline Partners
California
-$1.17M -138,082 Closed
AA
63
AQR Arbitrage
Connecticut
-$279K -33,072 Closed
Walleye Capital
64
Walleye Capital
New York
-$145K -17,146 Closed
CF
65
Cantor Fitzgerald
New York
-$120K -14,191 Closed
PTC
66
Private Trust Company
Ohio
-$103K -12,230 Closed
VF
67
Virtu Financial
New York
-$95K -11,293 Closed
LSC
68
Logan Stone Capital
Illinois
-$89.6K -10,600 Closed
LCM
69
Landscape Capital Management
New Jersey
-$86.1K -10,190 Closed
BAM
70
Belpointe Asset Management
Nevada
-$25.4K -3,000 Closed
WOSD
71
WFA of San Diego
California
-$12.7K -1,500 Closed