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Nuveen California Municipal Value Fund (NCA) Institutional Ownership

Nuveen California Municipal Value Fund logo
$8.38 -0.03 (-0.30%)
Closing price 05/23/2025 03:57 PM Eastern
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$8.38 0.00 (0.00%)
As of 05/23/2025 04:04 PM Eastern
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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)
36
Total
Institutional Inflows
(last 12 months)
$13.28M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.48M
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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
5/16/2025 Advisors Asset Management Inc.638,123$5.52M0.1%+9.9%1.927%
5/16/2025 1607 Capital Partners LLC379,495$3.28M0.3%+4.0%1.146%
5/15/2025 First Manhattan CO. LLC.13,621$118K0.0%N/A0.041%
5/15/2025 Royal Bank of Canada144,263$1.25M0.0%+4.4%0.436%
5/15/2025 Tortoise Investment Management LLC26,608$230K0.0%-21.9%0.080%
5/15/2025 Landscape Capital Management L.L.C.42,914$371K0.0%+78.8%0.130%
5/14/2025 RB Capital Management LLC12,731$110K0.0%-10.2%0.038%
5/14/2025 Comerica Bank7,110$62K0.0%N/A0.021%
5/13/2025 HighTower Advisors LLC24,000$208K0.0%+20.0%0.072%
5/12/2025 Wolverine Asset Management LLC142,542$1.23M0.0%+76.9%0.431%
5/8/2025 First Foundation Advisors234,392$2.03M0.1%-0.7%0.708%
5/7/2025 LPL Financial LLC294,124$2.54M0.0%+45.6%0.888%
5/6/2025 Cetera Investment Advisers38,530$333K0.0%+5.4%0.116%
5/6/2025 Wedbush Securities Inc.26,964$233K0.0%+4.7%0.081%
4/29/2025 Olde Wealth Management LLC2,999$26K0.0%N/A0.009%
4/28/2025 Mutual Advisors LLC27,850$233K0.0%+48.5%0.084%
4/17/2025 Janney Montgomery Scott LLC26,925$233K0.0%-9.3%0.000%
4/17/2025 Atlas Private Wealth Advisors32,732$283K0.0%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.223,042$1.93M0.1%-5.6%0.000%
4/9/2025 Sweeney & Michel LLC75,987$637K0.3%N/A0.000%
2/18/2025 Elequin Capital LP4,619$39K0.0%N/A0.000%
2/17/2025 Nomura Holdings Inc.40,500$342K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC170,598$1.44M0.5%N/A0.000%
2/17/2025 Investor s Fiduciary Advisor Network LLC10,176$85K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers36,566$309K0.0%+5.2%0.000%
2/17/2025 Citadel Advisors LLC23,450$198K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE163,651$1.38M0.0%+34.8%0.000%
2/13/2025 1607 Capital Partners LLC364,971$3.08M0.2%+19.7%0.000%
2/13/2025 Guggenheim Capital LLC620,161$5.24M0.0%-17.5%0.000%
2/13/2025 Raymond James Financial Inc.130,975$1.11M0.0%N/A0.000%
2/13/2025 Wedbush Securities Inc.25,764$218K0.0%+17.4%0.000%
2/13/2025 Wells Fargo & Company MN372,020$3.14M0.0%-3.4%0.000%
2/12/2025 Landscape Capital Management L.L.C.23,999$203K0.0%-11.3%0.000%
2/12/2025 DKM Wealth Management Inc.18,000$152K0.1%N/A0.000%
2/11/2025 LPL Financial LLC202,034$1.71M0.0%-15.2%0.000%
2/10/2025 Advisors Asset Management Inc.580,459$4.91M0.1%-0.8%0.000%
2/7/2025 HighTower Advisors LLC20,000$169K0.0%+14.3%0.000%
2/7/2025 Tortoise Investment Management LLC34,063$288K0.0%-7.3%0.000%
2/6/2025 Raymond James Financial Inc.130,975$1.11M0.0%N/A0.000%
2/6/2025 Jones Financial Companies Lllp17,855$151K0.0%+27.9%0.000%
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2/3/2025 Wolverine Asset Management LLC80,597$681K0.0%+46.9%0.000%
1/31/2025 Atria Wealth Solutions Inc.63,098$533K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC134,526$1.14M0.0%N/A0.000%
1/24/2025 Osborne Partners Capital Management LLC17,000$144K0.0%-10.5%0.000%
1/17/2025 Mutual Advisors LLC18,752$158K0.0%+12.6%0.000%
1/17/2025 Janney Montgomery Scott LLC29,688$251K0.0%+36.9%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.236,331$2.00M0.1%-8.9%0.000%
11/15/2024 HighTower Advisors LLC17,500$160K0.0%+45.8%0.000%
11/12/2024 Nwam LLC20,955$191K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.27,069$247K0.0%-46.7%0.000%
11/8/2024 Advisors Asset Management Inc.585,102$5.34M0.1%+4.0%0.000%
11/4/2024 Wolverine Asset Management LLC54,853$500K0.0%-10.0%0.000%
10/29/2024 James Investment Research Inc.10,230$93K0.0%N/A0.000%
10/29/2024 Farther Finance Advisors LLC12,786$117K0.0%N/A0.000%
10/23/2024 Garrison Point Advisors LLC10,000$91K0.1%-32.0%0.030%
10/23/2024 Hennion & Walsh Asset Management Inc.259,533$2.37M0.1%-15.8%0.784%
10/9/2024 Watts Gwilliam & Co. LLC10,700$98K0.0%N/A0.032%
10/7/2024 Miracle Mile Advisors LLC27,000$246K0.0%+8.0%0.082%
9/5/2024Sanctuary Advisors LLC13,730$119K0.0%N/A0.041%
8/16/2024 Northwestern Mutual Wealth Management Co.7,219$63K0.0%N/A0.022%
8/15/2024 Logan Stone Capital LLC17,424$151K0.0%N/A0.053%
8/7/2024 Wedbush Securities Inc.18,854$163K0.0%+17.4%0.057%
8/6/2024 First Foundation Advisors236,087$2.05M0.1%+13.4%0.713%
8/2/2024 Wolverine Asset Management LLC60,960$529K0.0%N/A0.184%
8/2/2024 Tortoise Investment Management LLC65,210$565K0.1%-24.0%0.197%
7/26/2024 Bank of New York Mellon Corp10,269$89K0.0%-92.1%0.031%
7/20/2024 Hennion & Walsh Asset Management Inc.308,414$2.67M0.1%-13.1%0.931%
7/18/2024 Miracle Mile Advisors LLC25,000$217K0.0%+25.0%0.076%
7/16/2024 Sterling Group Wealth Management LLC53,993$468K0.3%N/A0.163%
7/10/2024 Sweeney & Michel LLC88,285$770K0.3%-6.2%0.267%
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%
1/16/2024Raymond James Financial Services Advisors Inc.102,516$919K0.0%-14.1%0.310%
1/16/2024Raymond James & Associates66,913$600K0.0%+69.8%0.202%
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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%
(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, 56 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($8.80M), Advisors Asset Management Inc. ($5.52M), Guggenheim Capital LLC ($5.24M), Rivernorth Capital Management LLC ($4.47M), 1607 Capital Partners LLC ($3.28M), Wells Fargo & Company MN ($3.14M), and LPL Financial LLC ($2.54M).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 48 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: Sweeney & Michel LLC ($294.05K), Raymond James Financial Inc. ($261.95K), Logan Stone Capital LLC ($188.02K), Advisors Asset Management Inc. ($161.34K), Wolverine Asset Management LLC ($148.65K), Allspring Global Investments Holdings LLC ($134.53K), and UBS Group AG ($123.64K).

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

Institutional investors have bought a total of 2,296,793 shares in the last 24 months. This purchase volume represents approximately $19.73M in transactions.

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

Of the 22 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), Guggenheim Capital LLC ($221.14K), Rivernorth Capital Management LLC ($151.16K), Hennion & Walsh Asset Management Inc. ($141.03K), Bank of New York Mellon Corp ($118.94K), Tortoise Investment Management LLC ($105.43K), 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 1,546,373 shares in the last 24 months. This volume of shares sold represents approximately $13.31M in transactions.


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This page (NYSE:NCA) was last updated on 5/24/2025 by MarketBeat.com Staff
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