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Nuveen California Municipal Value Fund
NCA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.5M -$781K -92,843 -9%
RCM
2
Rivernorth Capital Management
Florida
$6.9M +$2.11M +251,259 +44%
1CP
3
1607 Capital Partners
Virginia
$5.71M +$653K +77,605 +13%
GC
4
Guggenheim Capital
Illinois
$5.44M +$645K +76,655 +14%
UBS Group
5
UBS Group
Switzerland
$5.12M +$1.91M +226,959 +60%
Wells Fargo
6
Wells Fargo
California
$4.88M +$967K +114,993 +25%
AAM
7
Advisors Asset Management
Colorado
$3.53M +$826K +98,284 +31%
SGWM
8
Sterling Group Wealth Management
California
$3.13M +$3.12M +370,547 New
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.96M – – –
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.86M +$1.03M +122,205 +124%
TIM
11
Tortoise Investment Management
New York
$1.84M -$75.8K -9,015 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.18M +$599K +71,269 +104%
WP
13
Woodline Partners
California
$1.17M +$1.16M +138,082 New
RCG
14
Regatta Capital Group
California
$1.15M +$1.15M +136,682 New
FFA
15
First Foundation Advisors
California
$1.12M +$365K +43,378 +49%
LPL Financial
16
LPL Financial
California
$869K -$204K -24,306 -19%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$738K +$86.9K +10,332 +13%
MWM
18
Melfa Wealth Management
Massachusetts
$724K +$721K +85,737 New
Bank of America
19
Bank of America
North Carolina
$465K +$326K +38,815 +239%
OPCM
20
Osborne Partners Capital Management
California
$406K -$16.8K -2,000 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$348K +$975 +116 +0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$330K -$31.7K -3,772 -9%
SIA
23
Schechter Investment Advisors
Michigan
$329K -$8.57K -1,019 -3%
DADC
24
D.A. Davidson & Co
Montana
$281K +$1.02K +121 +0.4%
AA
25
AQR Arbitrage
Connecticut
$279K -$4.66K -554 -2%
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