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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
$9.28M +$986K +115,109 +11%
UBS Group
2
UBS Group
Switzerland
$8.42M +$1.06M +123,644 +14%
1CP
3
1607 Capital Partners
Virginia
$5.33M – – –
GC
4
Guggenheim Capital
Illinois
$4.7M -$262K -30,611 -5%
Wells Fargo
5
Wells Fargo
California
$4.54M +$188K +21,908 +4%
AAM
6
Advisors Asset Management
Colorado
$4.42M +$162K +18,956 +4%
RCM
7
Rivernorth Capital Management
Florida
$3.5M -$831K -96,993 -19%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.82M +$388K +45,292 +15%
FFA
9
First Foundation Advisors
California
$1.7M +$175K +20,482 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.48M +$187K +21,798 +14%
Bank of America
11
Bank of America
North Carolina
$1.34M -$108K -12,575 -7%
RCG
12
Regatta Capital Group
California
$1.12M – – –
TIM
13
Tortoise Investment Management
New York
$1.01M -$379K -44,235 -26%
SM
14
Sweeney & Michel
California
$1M +$13.4K +1,563 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$980K +$6.35K +741 +0.6%
LPL Financial
16
LPL Financial
California
$882K +$42.7K +4,986 +5%
MWM
17
Melfa Wealth Management
Massachusetts
$681K -$10.7K -1,252 -1%
SGWM
18
Sterling Group Wealth Management
California
$443K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$433K -$75.4K -8,797 -14%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$384K -$485K -56,586 -55%
RJA
21
Raymond James & Associates
Florida
$324K +$176K +20,500 +108%
SIA
22
Schechter Investment Advisors
Michigan
$320K – – –
DADC
23
D.A. Davidson & Co
Montana
$311K +$60.5K +7,057 +23%
FWM
24
Fortress Wealth Management
California
$292K +$3.04K +355 +1%
OPCM
25
Osborne Partners Capital Management
California
$263K -$137K -16,000 -33%
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