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Nuveen California Municipal Value Fund (NCA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Nuveen California Municipal Value Fund (NYSE:NCA)

Current
Institutional Ownership
Percentage
21.46%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$6.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.83M
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NCA Institutional Buying and Selling by Quarter

Nuveen California Municipal Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Sweeney & Michel LLC94,146$815K0.4%N/A0.284%
5/14/2024 Advisors Asset Management Inc.595,091$5.36M0.1%+11.7%1.797%
5/10/2024 Garrison Point Advisors LLC14,700$132K0.1%-12.0%0.044%
4/25/2024 Osborne Partners Capital Management LLC19,000$171K0.0%-22.1%0.057%
4/18/2024 Miracle Mile Advisors LLC20,000$180K0.0%+17.6%0.060%
4/17/2024 Hennion & Walsh Asset Management Inc.354,742$3.19M0.2%-2.6%1.071%
3/27/2024 Nomura Holdings Inc.22,650$203K0.0%N/A0.068%
2/29/2024 Tortoise Investment Management LLC105,245$943K0.1%-14.8%0.318%
2/26/2024 Virtu Financial LLC32,391$290K0.0%N/A0.098%
2/13/2024 1607 Capital Partners LLC620,973$5.56M0.4%-4.4%1.875%
2/12/2024 Fortress Wealth Management Inc.49,721$446K0.2%+39.7%0.150%
2/12/2024 Cantor Fitzgerald Investment Advisors L.P.11,772$105K0.0%N/A0.036%
2/9/2024 D.A. Davidson & CO.27,578$247K0.0%-27.3%0.083%
2/9/2024 UBS Group AG982,058$8.80M0.0%-4.2%2.966%
2/8/2024 Tortoise Investment Management LLC98,755$888K0.1%-20.1%0.298%
2/6/2024 RB Capital Management LLC13,932$125K0.0%-9.1%0.042%
1/22/2024 Osborne Partners Capital Management LLC24,400$219K0.0%-23.8%0.074%
1/22/2024 Miracle Mile Advisors LLC17,000$152K0.0%N/A0.051%
1/16/2024 Raymond James Financial Services Advisors Inc.102,516$919K0.0%-14.1%0.310%
1/16/2024 Raymond James & Associates66,913$600K0.0%+69.8%0.202%
11/16/2023 RB Capital Management LLC15,328$126K0.0%+11.0%0.046%
11/16/2023 First Foundation Advisors207,332$1.70M0.1%+11.0%0.626%
11/15/2023 Advisors Asset Management Inc.538,181$4.42M0.1%+3.7%1.625%
11/14/2023 Mutual Advisors LLC14,289$117K0.0%+18.1%0.043%
11/9/2023 UBS Group AG1,025,429$8.42M0.0%+13.7%3.097%
11/8/2023 D.A. Davidson & CO.37,916$311K0.0%+22.9%0.115%
11/6/2023 Ieq Capital LLC15,000$123K0.0%+50.0%0.045%
10/27/2023 Hennion & Walsh Asset Management Inc.343,363$2.82M0.2%+15.2%1.037%
10/27/2023 Allspring Global Investments Holdings LLC46,818$384K0.0%-54.7%0.141%
10/26/2023 Osborne Partners Capital Management LLC32,000$263K0.0%-33.3%0.097%
10/24/2023 Stratos Wealth Partners LTD.23,855$196K0.0%+28.1%0.072%
10/24/2023 Raymond James & Associates39,413$324K0.0%+108.4%0.119%
10/23/2023Commonwealth Equity Services LLC18,396$151K0.0%-41.1%0.056%
10/18/2023 Garrison Point Advisors LLC16,697$137K0.1%-12.3%0.050%
8/15/2023 Rivernorth Capital Management LLC522,705$4.47M0.2%-22.4%1.579%
8/14/2023 First Foundation Advisors186,850$1.60M0.1%+41.5%0.564%
8/11/2023 Guggenheim Capital LLC603,202$5.16M0.0%-12.9%1.822%
8/10/2023 Cetera Investment Advisers18,462$158K0.0%+13.5%0.056%
8/9/2023 Sweeney & Michel LLC118,762$1.02M0.5%-4.2%0.359%
8/7/2023 Tortoise Investment Management LLC167,826$1.44M0.2%-15.8%0.507%
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7/31/2023 LPL Financial LLC102,444$876K0.0%+12.4%0.309%
7/25/2023 Raymond James Financial Services Advisors Inc.118,641$1.01M0.0%+6.2%0.358%
7/24/2023 Allspring Global Investments Holdings LLC103,404$884K0.0%-70.5%0.312%
7/18/2023 Allspring Global Investments Holdings LLC103,404$884K0.0%-70.5%0.312%
7/18/2023 Stratos Wealth Partners LTD.18,629$159K0.0%+10.4%0.056%
7/13/2023 Cambridge Investment Research Advisors Inc.10,405$89K0.0%N/A0.031%
6/7/2023 Sweeney & Michel LLC123,918$1.07M0.6%N/A0.374%
5/11/2023 PFG Investments LLC13,202$116K0.0%N/A0.040%
5/11/2023 Guggenheim Capital LLC692,538$6.10M0.1%+7.5%2.092%
5/10/2023 RB Capital Management LLC14,424$127K0.0%-13.3%0.044%
5/9/2023 Tortoise Investment Management LLC199,353$1.76M0.3%-8.3%0.602%
5/5/2023 Garrison Point Advisors LLC19,047$168K0.1%+32.7%0.058%
5/2/2023 Ieq Capital LLC10,000$88K0.0%N/A0.030%
4/27/2023 Stratos Wealth Partners LTD.16,868$149K0.0%-11.5%0.051%
4/25/2023 D.A. Davidson & CO.31,142$275K0.0%-6.4%0.094%
4/21/2023 Sterling Group Wealth Management LLC53,993$476K0.4%-85.4%0.163%
4/20/2023 Hennion & Walsh Asset Management Inc.277,629$2.45M0.2%+25.9%0.839%
4/20/2023 Melfa Wealth Management LLC84,124$741K0.7%-1.9%0.254%
4/20/2023 Fortress Wealth Management Inc.35,000$308K0.2%N/A0.106%
4/14/2023 Raymond James Financial Services Advisors Inc.111,705$984K0.0%+27.8%0.337%
4/14/2023 Raymond James & Associates18,913$167K0.0%+8.3%0.057%
4/11/2023 Mutual Advisors LLC12,030$106K0.0%-37.7%0.036%
2/17/2023 Sterling Group Wealth Management LLC370,547$3.13M3.1%N/A1.119%
2/13/2023 Advisors Asset Management Inc.417,738$3.53M0.1%+30.8%1.262%
2/9/2023 Landscape Capital Management L.L.C.10,190$86K0.0%N/A0.031%
2/8/2023 Raymond James Financial Services Advisors Inc.87,378$738K0.0%+13.4%0.264%
2/8/2023 Belpointe Asset Management LLC3,000$25K0.0%N/A0.009%
2/8/2023 UBS Group AG605,400$5.12M0.0%+60.0%1.828%
2/7/2023Commonwealth Equity Services LLC39,099$330K0.0%-8.8%0.118%
2/7/2023 Regatta Capital Group LLC136,682$1.16M0.4%N/A0.413%
2/7/2023 LPL Financial LLC102,877$869K0.0%-19.1%0.311%
2/6/2023 Parallel Advisors LLC4,655$39K0.0%+62.2%0.014%
2/3/2023 Tortoise Investment Management LLC217,371$1.84M0.3%-4.0%0.657%
2/1/2023 Garrison Point Advisors LLC14,350$121K0.1%-14.6%0.043%
1/31/2023 Melfa Wealth Management LLC85,737$724K0.8%N/A0.259%
1/31/2023 Wedbush Securities Inc.15,494$131K0.0%N/A0.047%
1/24/2023 Osborne Partners Capital Management LLC48,000$406K0.0%-4.0%0.145%
1/18/2023 Private Trust Co. NA12,230$103K0.0%-14.3%0.037%
1/12/2023 Mutual Advisors LLC19,311$163K0.0%-69.5%0.058%
1/12/2023 Hennion & Walsh Asset Management Inc.220,516$1.86M0.1%+124.3%0.666%
1/11/2023 RB Capital Management LLC16,636$141K0.0%-47.8%0.050%
11/15/2022 Cantor Fitzgerald L. P.14,191$117K0.0%-26.1%0.043%
11/14/2022 Guggenheim Capital LLC567,609$4.69M0.0%+3.6%1.714%
11/14/2022 Hennion & Walsh Asset Management Inc.98,311$812K0.1%+210.2%0.297%
11/10/2022Strategic Wealth Advisors Group LLC50,414$416K0.0%+87.2%0.152%
11/10/2022 UBS Group AG378,441$3.12M0.0%+4.2%1.143%
11/8/2022 Advisors Asset Management Inc.319,454$2.64M0.1%+23.7%0.965%
11/7/2022 D.A. Davidson & CO.33,136$276K0.0%+5.6%0.100%
11/4/2022 Tortoise Investment Management LLC226,386$1.87M0.4%-1.7%0.684%
11/3/2022 Mutual Advisors LLC63,415$523K0.0%+2.7%0.192%
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11/3/2022 Fiera Capital Corp273,211$2.24M0.0%-0.7%0.825%
10/27/2022 Osborne Partners Capital Management LLC50,000$413K0.0%-3.3%0.151%
10/26/2022 Allspring Global Investments Holdings LLC350,878$2.90M0.0%+2.3%1.060%
10/25/2022 Raymond James Financial Services Advisors Inc.77,046$636K0.0%-2.0%0.233%
9/16/2022 Private Trust Co. NA14,273$125K0.0%N/A0.043%
8/15/2022 Mutual Advisors LLC61,759$539K0.0%+37.7%0.187%
8/12/2022 First Foundation Advisors85,698$748K0.0%+9.9%0.259%
8/11/2022 Cetera Investment Advisers16,262$142K0.0%-6.4%0.049%
8/10/2022 Fiera Capital Corp275,161$2.40M0.0%+13.9%0.831%
8/10/2022 Garrison Point Advisors LLC16,794$147K0.1%-9.5%0.051%
(Data available from 1/1/2016 forward)

NCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCA shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($8.80M), 1607 Capital Partners LLC ($5.56M), Advisors Asset Management Inc. ($5.36M), Guggenheim Capital LLC ($5.16M), Rivernorth Capital Management LLC ($4.47M), Hennion & Walsh Asset Management Inc. ($3.19M), and Fiera Capital Corp ($2.24M).Learn more on NCA's institutional investors.

What percentage of Nuveen California Municipal Value Fund stock is owned by institutional investors?

21.46% of Nuveen California Municipal Value Fund stock is owned by institutional investors. Learn more on NCA's institutional investor holdings.

Which institutional investors have been buying Nuveen California Municipal Value Fund stock?

Of the 39 institutional investors that purchased Nuveen California Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($415.81K), Sterling Group Wealth Management LLC ($370.55K), UBS Group AG ($366.03K), Hennion & Walsh Asset Management Inc. ($293.37K), Sweeney & Michel LLC ($218.06K), Regatta Capital Group LLC ($136.68K), and Allspring Global Investments Holdings LLC ($117.63K).

How much institutional buying is happening at Nuveen California Municipal Value Fund?

Institutional investors have bought a total of 2,633,191 shares in the last 24 months. This purchase volume represents approximately $22.54M in transactions.

Which Nuveen California Municipal Value Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold Nuveen California Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($551.53K), Sterling Group Wealth Management LLC ($316.55K), Rivernorth Capital Management LLC ($151.16K), Tortoise Investment Management LLC ($105.74K), Guggenheim Capital LLC ($89.34K), Mutual Advisors LLC ($51.39K), and UBS Group AG ($43.37K).

How much institutional selling is happening at Nuveen California Municipal Value Fund?

Institutional investors have sold a total of 1,507,067 shares in the last 24 months. This volume of shares sold represents approximately $13.00M in transactions.


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This page (NYSE:NCA) was last updated on 5/28/2024 by MarketBeat.com Staff

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