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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$563K +66,469 +4%
UBS Group
2
UBS Group
Switzerland
$9.93M -$298K -35,163 -3%
GC
3
Guggenheim Capital
Illinois
$6.17M +$569K +67,225 +10%
AAM
4
Advisors Asset Management
Colorado
$5.72M +$176K +20,803 +3%
1CP
5
1607 Capital Partners
Virginia
$2.91M -$371K -43,847 -12%
Wells Fargo
6
Wells Fargo
California
$2.66M -$248K -29,263 -9%
LPL Financial
7
LPL Financial
California
$2.5M -$49.1K -5,799 -2%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.25M +$309K +36,460 +16%
FFA
9
First Foundation Advisors
California
$1.89M -$146K -17,190 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.3M +$51.7K +6,110 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$1.2M +$96.1K +11,350 +9%
RCG
12
Regatta Capital Group
California
$1.19M
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.17M
Bank of America
14
Bank of America
North Carolina
$1.03M -$166K -19,644 -14%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$877K +$578K +68,256 +209%
MWM
16
Melfa Wealth Management
Massachusetts
$704K
SM
17
Sweeney & Michel
California
$655K +$1.16K +137 +0.2%
SGWM
18
Sterling Group Wealth Management
California
$469K
Jones Financial Companies
19
Jones Financial Companies
Missouri
$385K +$147K +17,326 +62%
MA
20
Mutual Advisors
Nebraska
$330K +$95.7K +11,300 +41%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$309K -$24.6K -2,909 -8%
WS
22
Wedbush Securities
California
$238K +$4.23K +500 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$235K +$1.03K +122 +0.5%
DADC
24
D.A. Davidson & Co
Montana
$234K +$65.3K +7,710 +40%
US Bancorp
25
US Bancorp
Minnesota
$225K