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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1
First Foundation Advisors
California
$7.28M +$87.1K +8,792 +1%
Morgan Stanley
2
Morgan Stanley
New York
$5.77M +$178K +17,983 +3%
UBS Group
3
UBS Group
Switzerland
$5.01M +$165K +16,658 +4%
GC
4
Guggenheim Capital
Illinois
$3.97M +$294K +29,633 +8%
Wells Fargo
5
Wells Fargo
California
$2.39M +$129K +12,997 +6%
AAM
6
Advisors Asset Management
Colorado
$1.36M +$68.1K +6,873 +5%
TIM
7
Tortoise Investment Management
New York
$1.34M -$35.5K -3,580 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$797K -$103K -10,391 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$688K +$44.6K +4,500 +7%
SWP
10
Stratos Wealth Partners
Ohio
$583K +$331K +33,362 +141%
CCM
11
Coe Capital Management
Illinois
$567K +$73.8K +7,449 +16%
WA
12
Winfield Associates
Ohio
$513K +$2.97K +300 +0.6%
1CP
13
1607 Capital Partners
Virginia
$491K -$65.5K -6,611 -12%
HWA
14
HCR Wealth Advisors
California
$482K +$27.9K +2,816 +6%
LPL Financial
15
LPL Financial
California
$400K -$416K -41,955 -52%
MCCP
16
Mission Creek Capital Partners
California
$396K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$381K +$43.2K +4,359 +13%
MA
18
Mutual Advisors
Nebraska
$331K +$2.07K +209 +0.6%
M&T Bank
19
M&T Bank
New York
$322K
OIA
20
OneDigital Investment Advisors
Kansas
$283K +$2.17K +219 +0.8%
WS
21
Wedbush Securities
California
$256K +$10 +1 +0%
CAN
22
Cetera Advisor Networks
California
$256K +$7.93K +800 +3%
Bank of America
23
Bank of America
North Carolina
$241K +$47.7K +4,816 +26%
Osaic Holdings
24
Osaic Holdings
Arizona
$222K +$19.5K +1,966 +10%
Creative Planning
25
Creative Planning
Kansas
$205K