We are live on ! Find out more
NCA icon

Nuveen California Municipal Value Fund
NCA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.52M +$352K +32,857 +4%
GC
2
Guggenheim Capital
Illinois
$5.73M +$656K +61,277 +13%
FFA
3
First Foundation Advisors
California
$5.26M -$1.04M -96,857 -16%
UBS Group
4
UBS Group
Switzerland
$4.99M +$558K +52,118 +12%
Wells Fargo
5
Wells Fargo
California
$2.95M +$228K +21,299 +8%
RCM
6
Rivernorth Capital Management
Florida
$2.28M -$797K -74,522 -26%
1CP
7
1607 Capital Partners
Virginia
$1.55M -$322K -30,093 -17%
TIM
8
Tortoise Investment Management
New York
$1.4M -$471K -43,974 -25%
LPL Financial
9
LPL Financial
California
$1.1M -$70.2K -6,564 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$622K -$8.36K -781 -1%
OPCM
11
Osborne Partners Capital Management
California
$588K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$551K -$46.9K -4,380 -8%
WA
13
Winfield Associates
Ohio
$539K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$510K +$3.75K +350 +0.7%
Osaic Holdings
15
Osaic Holdings
Arizona
$497K +$39.3K +3,671 +8%
AAM
16
Advisors Asset Management
Colorado
$475K -$141K -13,155 -23%
MA
17
Mutual Advisors
Nebraska
$412K +$62.6K +5,852 +18%
Bank of America
18
Bank of America
North Carolina
$405K +$332 +31 +0.1%
C
19
Certuity
Florida
$400K – – –
RCM
20
RB Capital Management
Nevada
$374K +$2.29K +214 +0.6%
BRWM
21
B. Riley Wealth Management
Tennessee
$356K – – –
KAS
22
Kestra Advisory Services
Texas
$352K -$57.8K -5,404 -14%
RJA
23
Raymond James & Associates
Florida
$320K +$32.5K +3,036 +11%
MCCP
24
Mission Creek Capital Partners
California
$311K – – –
CAN
25
Cetera Advisor Networks
California
$298K -$37.5K -3,500 -11%
1
2 3