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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
$13.7M -$278K -31,477 -2%
UBS Group
2
UBS Group
Switzerland
$9.93M +$141K +15,962 +1%
GC
3
Guggenheim Capital
Illinois
$5.24M -$1.16M -131,807 -18%
AAM
4
Advisors Asset Management
Colorado
$4.9M -$41K -4,643 -0.8%
Wells Fargo
5
Wells Fargo
California
$3.14M -$117K -13,229 -3%
1CP
6
1607 Capital Partners
Virginia
$3.08M +$532K +60,185 +20%
RCM
7
Rivernorth Capital Management
Florida
$2.12M +$2.22M +251,339 New
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2M -$205K -23,202 -9%
FFA
9
First Foundation Advisors
California
$1.99M – – –
LPL Financial
10
LPL Financial
California
$1.71M -$319K -36,156 -15%
LSC
11
Logan Stone Capital
Illinois
$1.44M +$1.51M +170,598 New
Bank of America
12
Bank of America
North Carolina
$1.38M +$373K +42,216 +35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.17M -$159K -17,991 -12%
RCG
14
Regatta Capital Group
California
$1.15M – – –
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$1.14M +$1.19M +134,526 New
Raymond James Financial
16
Raymond James Financial
Florida
$1.11M +$1.16M +130,975 New
MWM
17
Melfa Wealth Management
Massachusetts
$685K -$4.99K -565 -0.7%
WAM
18
Wolverine Asset Management
Illinois
$681K +$227K +25,744 +47%
AWS
19
Atria Wealth Solutions
New York
$533K +$558K +63,098 New
RAM
20
Readystate Asset Management
Illinois
$477K +$499K +56,459 New
SGWM
21
Sterling Group Wealth Management
California
$456K – – –
Nomura Holdings
22
Nomura Holdings
Japan
$342K +$358K +40,500 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$309K +$15.9K +1,802 +5%
TIM
24
Tortoise Investment Management
New York
$288K -$23.6K -2,675 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$251K +$70.7K +7,997 +37%
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