Who owns Nuveen California Municipal Value Fund?
- Ticker: NCA
- CUSIP Number: 67062C107
Tip: Access positions for across all investors
Analyze quarterly positions in Nuveen California Municipal Value Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Nuveen California Municipal Value Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 1.5M | $14M | 33% | Mar 2024 |
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UBS Group | 1.1M | $9.6M | 9% | Mar 2024 |
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Guggenheim Capital, LLC Managers | 638k | $5.7M | 11% | Dec 2023 |
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Advisors Asset Management | 533k | $4.8M | -1% | Dec 2023 |
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Wells Fargo & Company | 434k | $3.9M | -17% | Mar 2024 |
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1607 Capital Partners | 419k | $3.8M | -35% | Mar 2024 |
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Hennion & Walsh Asset Management | 355k | $3.2M | -3% | Mar 2024 |
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First Foundation Advisors | 208k | $1.9M | 0% | Mar 2024 |
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LPL Financial | 207k | $1.9M | 93% | Mar 2024 |
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Bank of America Corporation | 171k | $1.5M | 2% | Mar 2024 |
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Royal Bank of Canada | 167k | $1.5M | -8% | Mar 2024 |
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Regatta Capital Group | 137k | $1.2M | 0% | Mar 2024 |
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Bank of New York Mellon | 129k | $1.2M | 100% | Mar 2024 |
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Sweeney & Michel | 94k | $815k | -22% | Mar 2024 |
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Tortoise Investment Management | 86k | $772k | -18% | Mar 2024 |
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Melfa Wealth Management | 83k | $745k | 0% | Mar 2024 |
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Raymond James Financial Services Advisors | 83k | $744k | -19% | Mar 2024 |
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Rivernorth Capital Management | 69k | $623k | -66% | Mar 2024 |
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Raymond James & Associates | 67k | $602k | 0% | Mar 2024 |
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Advisor Group Holdings | 52k | $463k | 3% | Mar 2024 |
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Fortress Wealth Management | 50k | $452k | 1% | Mar 2024 |
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Schechter Investment Advisors | 35k | $315k | -9% | Mar 2024 |
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Virtu Financial | 32k | $290k | 100% | Dec 2023 |
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Landscape Capital Management | 30k | $266k | -44% | Mar 2024 |
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National Asset Management | 28k | $234k | 0% | Mar 2024 |
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Us Bancorp | 26k | $234k | -1% | Mar 2024 |
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Miracle Mile Advisors | 20k | $180k | 18% | Mar 2024 |
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HPM Partners | 20k | $174k | 45% | Mar 2024 |
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Deutsche Bank Aktiengesellschaft | 20k | $176k | 100% | Mar 2024 |
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D.A. Davidson & Co. | 19k | $173k | -30% | Mar 2024 |
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Osborne Partners Capital Management | 19k | $171k | -22% | Mar 2024 |
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We Are One Seven | 18k | $163k | 100% | Dec 2023 |
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Stratos Wealth Partners | 18k | $160k | -28% | Mar 2024 |
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Creative Planning | 18k | $157k | 0% | Mar 2024 |
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Wedbush Morgan Securities | 16k | $144k | 0% | Dec 2023 |
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Ieq Capital | 16k | $144k | 0% | Mar 2024 |
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Commonwealth Equity Services | 16k | $140k | 0% | Mar 2024 |
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Garrison Point Advisors | 15k | $132k | -12% | Mar 2024 |
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Mutual Advisors | 15k | $130k | 1% | Mar 2024 |
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RB Capital Management | 14k | $125k | -9% | Dec 2023 |
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Mariner Wealth Advisors | 13k | $120k | 0% | Mar 2024 |
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Mission Creek Capital Partners | 13k | $112k | -50% | Dec 2023 |
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HighTower Advisors | 12k | $108k | -16% | Mar 2024 |
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Cantor Fitzgerald Investment Adviser | 12k | $106k | 0% | Mar 2024 |
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Janney Montgomery Scott | 12k | $104k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 11k | $99k | 0% | Mar 2024 |
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Coastal Investment Advisors | 11k | $95k | 0% | Mar 2024 |
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Perigon Wealth Management | 11k | $95k | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 10k | $94k | 0% | Mar 2024 |
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Watts Gwilliam & Co | 10k | $88k | 100% | Mar 2024 |
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Hanson McClain Advisors | 10k | $90k | 300% | Mar 2024 |
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Parallel Advisors | 4.7k | $42k | 0% | Mar 2024 |
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Hexagon Capital Partners | 3.6k | $33k | 0% | Mar 2024 |
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Hollencrest Securities | 2.9k | $26k | 0% | Mar 2024 |
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Capital Analysts | 2.8k | $25k | 1% | Mar 2024 |
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IFP Advisors | 2.3k | $21k | 1% | Dec 2023 |
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Scarborough Advisors | 2.3k | $20k | 0% | Mar 2024 |
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Brian McDonald | 1.9k | $17k | -13% | Mar 2024 |
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Allspring Global Investments Holdings | 918.00 | $8.3k | 0% | Mar 2024 |
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Caldwell Sutter Capital | 647.00 | $5.8k | -41% | Mar 2024 |
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FNY Investment Advisers | 500.00 | $4.0k | 100% | Mar 2024 |
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Who sold out of Nuveen California Municipal Value Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Sterling Group Wealth Management | Dec 2023 | 54k | $484k |
Nomura Holdings | Dec 2023 | 23k | $203k |
LM Advisors | Dec 2023 | 17k | $153k |
Advisory Services Network | Dec 2023 | 3.7k | $33k |
Jpmorgan Chase & Co | Dec 2023 | 2.0k | $18k |
Bartlett & Co. | Sep 2023 | 1.9k | $16k |