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
$13.9M +$805K +92,493 +6%
UBS Group
2
UBS Group
Switzerland
$9.05M -$200K -22,972 -2%
GC
3
Guggenheim Capital
Illinois
$6.45M +$620K +71,167 +11%
AAM
4
Advisors Asset Management
Colorado
$4.88M -$283K -32,445 -5%
Wells Fargo
5
Wells Fargo
California
$3.84M +$78.1K +8,973 +2%
1CP
6
1607 Capital Partners
Virginia
$3.54M -$98.4K -11,300 -3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.67M -$403K -46,328 -13%
FFA
8
First Foundation Advisors
California
$2.05M +$243K +27,910 +13%
LPL Financial
9
LPL Financial
California
$1.91M +$118K +13,602 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.37M -$84.3K -9,682 -6%
RCG
11
Regatta Capital Group
California
$1.19M – – –
Bank of America
12
Bank of America
North Carolina
$861K -$626K -71,888 -42%
SM
13
Sweeney & Michel
California
$770K -$51K -5,861 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$765K +$48.6K +5,581 +7%
MWM
15
Melfa Wealth Management
Massachusetts
$718K +$331 +38 +0%
RJA
16
Raymond James & Associates
Florida
$580K – – –
TIM
17
Tortoise Investment Management
New York
$565K -$179K -20,586 -24%
WAM
18
Wolverine Asset Management
Illinois
$529K +$531K +60,960 New
SGWM
19
Sterling Group Wealth Management
California
$468K +$470K +53,993 New
LCM
20
Landscape Capital Management
New Jersey
$440K +$185K +21,277 +72%
FWM
21
Fortress Wealth Management
California
$439K +$4.23K +486 +1%
RCM
22
Rivernorth Capital Management
Florida
$301K -$301K -34,517 -50%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$290K -$64.9K -7,456 -18%
US Bancorp
24
US Bancorp
Minnesota
$226K – – –
SIA
25
Schechter Investment Advisors
Michigan
$217K -$87.2K -10,010 -29%
1
2 3