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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
$14.9M +$892K +103,836 +6%
UBS Group
2
UBS Group
Switzerland
$10.2M +$33.8K +3,932 +0.3%
GC
3
Guggenheim Capital
Illinois
$5.57M +$203K +23,683 +4%
AAM
4
Advisors Asset Management
Colorado
$5.52M +$495K +57,664 +10%
1CP
5
1607 Capital Partners
Virginia
$3.28M +$125K +14,524 +4%
Wells Fargo
6
Wells Fargo
California
$2.9M -$316K -36,809 -10%
LPL Financial
7
LPL Financial
California
$2.54M +$791K +92,090 +46%
FFA
8
First Foundation Advisors
California
$2.03M -$14.6K -1,695 -0.7%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.93M -$114K -13,289 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.25M +$52.1K +6,072 +4%
WAM
11
Wolverine Asset Management
Illinois
$1.23M +$532K +61,945 +77%
Bank of America
12
Bank of America
North Carolina
$1.2M -$215K -25,023 -15%
RCG
13
Regatta Capital Group
California
$1.18M – – –
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$1.16M – – –
Raymond James Financial
15
Raymond James Financial
Florida
$1.1M -$36.7K -4,279 -3%
LSC
16
Logan Stone Capital
Illinois
$801K -$670K -78,020 -46%
MWM
17
Melfa Wealth Management
Massachusetts
$702K – – –
SM
18
Sweeney & Michel
California
$637K +$652K +75,987 New
SGWM
19
Sterling Group Wealth Management
California
$467K – – –
LCM
20
Landscape Capital Management
New Jersey
$371K +$162K +18,915 +79%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$333K +$16.9K +1,964 +5%
APWA
22
Atlas Private Wealth Advisors
New Jersey
$283K +$281K +32,732 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$240K +$85.4K +9,950 +56%
MA
24
Mutual Advisors
Nebraska
$233K +$78.1K +9,098 +49%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$233K -$23.7K -2,763 -9%
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