We are live on ! Find out more
NCA icon

Nuveen California Municipal Value Fund
NCA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1
First Foundation Advisors
California
$7M -$476K -45,641 -7%
Morgan Stanley
2
Morgan Stanley
New York
$5.5M -$512K -49,094 -9%
GC
3
Guggenheim Capital
Illinois
$4.57M -$13.8K -1,323 -0.3%
UBS Group
4
UBS Group
Switzerland
$3.63M +$412K +39,505 +13%
Wells Fargo
5
Wells Fargo
California
$2.64M +$135K +12,997 +6%
TIM
6
Tortoise Investment Management
New York
$1.22M -$15.6K -1,500 -1%
AAM
7
Advisors Asset Management
Colorado
$1.09M -$318K -30,501 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$778K -$134K -12,875 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$705K -$14.6K -1,400 -2%
WA
10
Winfield Associates
Ohio
$559K – – –
SWP
11
Stratos Wealth Partners
Ohio
$532K -$68.7K -6,589 -12%
HWA
12
HCR Wealth Advisors
California
$512K +$657 +63 +0.1%
CCM
13
Coe Capital Management
Illinois
$437K -$157K -15,015 -27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$430K +$41.1K +3,942 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$429K +$187K +17,959 +83%
Stifel Financial
16
Stifel Financial
Missouri
$359K +$346K +33,234 New
MA
17
Mutual Advisors
Nebraska
$354K +$2.18K +209 +0.6%
Bank of America
18
Bank of America
North Carolina
$342K +$79.8K +7,658 +32%
M&T Bank
19
M&T Bank
New York
$340K – – –
MCCP
20
Mission Creek Capital Partners
California
$319K -$95.9K -9,200 -24%
CAN
21
Cetera Advisor Networks
California
$302K +$20.8K +2,000 +8%
LPL Financial
22
LPL Financial
California
$292K -$30.8K -2,951 -10%
OIA
23
OneDigital Investment Advisors
Kansas
$238K -$60.8K -5,832 -21%
RCM
24
RB Capital Management
Nevada
$232K +$31.8K +3,049 +17%
Millennium Management
25
Millennium Management
New York
$220K +$212K +20,379 New
1
2