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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.5M +$2.64M +281,718 +16%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M -$121K -12,887 -0.8%
AAM
3
Advisors Asset Management
Colorado
$9.21M -$831K -88,769 -8%
GC
4
Guggenheim Capital
Illinois
$6.54M +$76.8K +8,199 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.97M +$498K +53,204 +14%
LPL Financial
6
LPL Financial
California
$2.69M +$19.7K +2,105 +0.7%
Wells Fargo
7
Wells Fargo
California
$2.55M -$165K -17,627 -6%
RCG
8
Regatta Capital Group
California
$1.72M +$432K +46,195 +34%
Bank of America
9
Bank of America
North Carolina
$1.54M +$546K +58,338 +55%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$1.41M +$603K +64,373 +75%
Raymond James Financial
11
Raymond James Financial
Florida
$1.27M -$5.02K -536 -0.4%
FFA
12
First Foundation Advisors
California
$1.15M +$9.51K +1,016 +0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M -$183K -19,549 -15%
MWM
14
Melfa Wealth Management
Massachusetts
$761K
SWP
15
Stratos Wealth Partners
Ohio
$740K +$155K +16,512 +26%
SM
16
Sweeney & Michel
California
$650K +$805 +86 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$626K +$159K +16,955 +34%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$572K -$38.9K -4,151 -6%
DWM
19
Ducere Wealth Management
California
$571K
SGWM
20
Sterling Group Wealth Management
California
$506K
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$504K +$503K +53,763 New
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$494K +$301K +32,154 +157%
WS
23
Wedbush Securities
California
$487K +$151K +16,140 +45%
MA
24
Mutual Advisors
Nebraska
$453K +$81.7K +8,731 +22%
AFA
25
Arlington Financial Advisors
California
$375K