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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1
First Foundation Advisors
California
$7.04M +$68.5K +6,562 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$5.47M +$68K +6,513 +1%
UBS Group
3
UBS Group
Switzerland
$4.73M +$281K +26,871 +6%
GC
4
Guggenheim Capital
Illinois
$3.59M +$522K +49,953 +16%
Wells Fargo
5
Wells Fargo
California
$2.21M -$94.4K -9,034 -4%
TIM
6
Tortoise Investment Management
New York
$1.35M -$75.8K -7,260 -5%
AAM
7
Advisors Asset Management
Colorado
$1.26M +$209K +20,036 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$884K +$88.7K +8,493 +11%
LPL Financial
9
LPL Financial
California
$811K +$58.5K +5,597 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$628K +$19.8K +1,900 +3%
1CP
11
1607 Capital Partners
Virginia
$546K -$754K -72,195 -57%
WA
12
Winfield Associates
Ohio
$499K +$46K +4,400 +10%
CCM
13
Coe Capital Management
Illinois
$480K +$502K +48,049 New
HWA
14
HCR Wealth Advisors
California
$444K +$668 +64 +0.1%
MCCP
15
Mission Creek Capital Partners
California
$387K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$329K -$226K -21,663 -40%
MA
17
MUFG Americas
New York
$329K +$344K +32,895 New
MA
18
Mutual Advisors
Nebraska
$322K -$110K -10,533 -25%
M&T Bank
19
M&T Bank
New York
$315K
OIA
20
OneDigital Investment Advisors
Kansas
$275K +$52 +5 +0%
WS
21
Wedbush Securities
California
$250K +$10 +1 +0%
CAN
22
Cetera Advisor Networks
California
$242K -$14.4K -1,375 -5%
SWP
23
Stratos Wealth Partners
Ohio
$237K +$247K +23,650 New
Creative Planning
24
Creative Planning
Kansas
$201K +$10.7K +1,024 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$197K +$206K +19,745 New