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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
$8.68M +$264K +30,156 +3%
UBS Group
2
UBS Group
Switzerland
$7.71M +$1.44M +164,769 +22%
1CP
3
1607 Capital Partners
Virginia
$5.55M -$14K -1,600 -0.2%
GC
4
Guggenheim Capital
Illinois
$5.16M -$782K -89,336 -13%
Wells Fargo
5
Wells Fargo
California
$4.54M -$222K -25,328 -5%
RCM
6
Rivernorth Capital Management
Florida
$4.47M -$1.32M -151,157 -22%
AAM
7
Advisors Asset Management
Colorado
$4.44M +$474K +54,202 +12%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.55M +$179K +20,442 +7%
FFA
9
First Foundation Advisors
California
$1.6M +$479K +54,774 +41%
Bank of America
10
Bank of America
North Carolina
$1.5M +$88.2K +10,080 +6%
TIM
11
Tortoise Investment Management
New York
$1.43M -$276K -31,527 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M +$35.9K +4,106 +3%
RCG
13
Regatta Capital Group
California
$1.17M – – –
SM
14
Sweeney & Michel
California
$1.02M -$45.1K -5,156 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.01M +$60.7K +6,936 +6%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$884K -$2.17M -247,474 -71%
LPL Financial
17
LPL Financial
California
$876K +$99.1K +11,330 +12%
MWM
18
Melfa Wealth Management
Massachusetts
$720K +$1.09K +125 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$526K +$34K +3,891 +7%
SGWM
20
Sterling Group Wealth Management
California
$462K – – –
OPCM
21
Osborne Partners Capital Management
California
$410K – – –
SIA
22
Schechter Investment Advisors
Michigan
$333K – – –
FWM
23
Fortress Wealth Management
California
$301K +$2.02K +231 +0.7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$267K +$61 +7 +0%
DADC
25
D.A. Davidson & Co
Montana
$264K -$2.48K -283 -0.9%
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