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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
$16.1M +$159K +18,524 +1%
UBS Group
2
UBS Group
Switzerland
$11.5M +$1.27M +147,752 +13%
AAM
3
Advisors Asset Management
Colorado
$6.8M +$907K +105,670 +16%
GC
4
Guggenheim Capital
Illinois
$6.32M -$4.89K -570 -0.1%
Wells Fargo
5
Wells Fargo
California
$2.72M -$2.25K -262 -0.1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.65M +$332K +38,693 +15%
LPL Financial
7
LPL Financial
California
$2.59M +$27.4K +3,196 +1%
1CP
8
1607 Capital Partners
Virginia
$2.27M -$688K -80,128 -24%
FFA
9
First Foundation Advisors
California
$1.42M -$498K -58,009 -27%
Raymond James Financial
10
Raymond James Financial
Florida
$1.26M +$26.9K +3,132 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.25M -$86.2K -10,048 -7%
RCG
12
Regatta Capital Group
California
$1.22M – – –
Bank of America
13
Bank of America
North Carolina
$854K -$197K -23,004 -19%
MWM
14
Melfa Wealth Management
Massachusetts
$722K – – –
APWA
15
Atlas Private Wealth Advisors
New Jersey
$710K -$182K -21,205 -21%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$702K -$477K -55,621 -41%
SM
17
Sweeney & Michel
California
$676K +$1.18K +138 +0.2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$558K +$162K +18,831 +42%
SGWM
19
Sterling Group Wealth Management
California
$481K – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$363K +$44.6K +5,198 +15%
AFA
21
Arlington Financial Advisors
California
$356K +$343K +40,000 New
MA
22
Mutual Advisors
Nebraska
$353K +$1.65K +192 +0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$338K +$169K +19,639 +102%
WS
24
Wedbush Securities
California
$300K +$54.1K +6,300 +23%
DADC
25
D.A. Davidson & Co
Montana
$247K +$6.27K +731 +3%
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