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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.11M +$1.95M +186,065 +37%
FFA
2
First Foundation Advisors
California
$6.58M -$40.8K -3,898 -0.6%
GC
3
Guggenheim Capital
Illinois
$4.33M +$14K +1,338 +0.3%
UBS Group
4
UBS Group
Switzerland
$3.71M +$275K +26,220 +8%
RCM
5
Rivernorth Capital Management
Florida
$3.02M +$3.09M +294,972 New
Wells Fargo
6
Wells Fargo
California
$2.52M +$20.7K +1,977 +0.8%
1CP
7
1607 Capital Partners
Virginia
$1.77M +$1.81M +172,897 New
TIM
8
Tortoise Investment Management
New York
$1.63M +$487K +46,463 +41%
LPL Financial
9
LPL Financial
California
$904K +$644K +61,449 +227%
WAM
10
Wolverine Asset Management
Illinois
$873K +$895K +85,471 New
AAM
11
Advisors Asset Management
Colorado
$819K -$223K -21,257 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$658K -$80.4K -7,670 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$618K -$50.6K -4,827 -7%
OPCM
14
Osborne Partners Capital Management
California
$569K +$584K +55,700 New
WA
15
Winfield Associates
Ohio
$529K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$489K +$85K +8,111 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$442K +$37.2K +3,547 +9%
CCM
18
Coe Capital Management
Illinois
$414K
KAS
19
Kestra Advisory Services
Texas
$401K +$411K +39,215 New
Bank of America
20
Bank of America
North Carolina
$392K +$70.2K +6,697 +21%
C
21
Certuity
Florida
$388K +$397K +37,931 New
EAM
22
Evanson Asset Management
California
$381K +$390K +37,265 New
RCM
23
RB Capital Management
Nevada
$358K +$142K +13,536 +63%
BRWM
24
B. Riley Wealth Management
Tennessee
$345K +$354K +33,782 New
MA
25
Mutual Advisors
Nebraska
$337K +$2.18K +208 +0.6%