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Nuveen California Municipal Value Fund

NCA
Exchange
NYSE
SEC CIK
0000818851

No open-market purchases or sales by Nuveen California Municipal Value Fund insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $82.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Nuveen California Municipal Value Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
60
No complete 13F data for Q4 2020
Shares held
4.36M
No complete 13F data for Q4 2020
Total value
$44.5M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 60 institutions
Q1 2021: 60 institutionsQ2 2021: 54 institutionsQ3 2021: 49 institutionsQ4 2021: 58 institutionsQ1 2022: 56 institutionsQ2 2022: 60 institutionsQ3 2022: 54 institutionsQ4 2022: 62 institutionsQ1 2023: 61 institutionsQ2 2023: 57 institutionsQ3 2023: 55 institutionsQ4 2023: 63 institutionsQ1 2024: 61 institutionsQ2 2024: 61 institutionsQ3 2024: 58 institutionsQ4 2024: 61 institutionsQ1 2025: 54 institutionsQ2 2025: 55 institutionsQ3 2025: 57 institutionsQ4 2025: 53 institutionsQ1 2026: 58 institutionsQ2 2026: 58 institutions
Value heldQ1 2021: $44.5M
Q1 2021: $44.5MQ2 2021: $47.5MQ3 2021: $44.0MQ4 2021: $42.9MQ1 2022: $45.0MQ2 2022: $50.4MQ3 2022: $48.9MQ4 2022: $61.5MQ1 2023: $63.6MQ2 2023: $60.0MQ3 2023: $58.6MQ4 2023: $63.8MQ1 2024: $64.7MQ2 2024: $61.8MQ3 2024: $64.4MQ4 2024: $63.7MQ1 2025: $64.1MQ2 2025: $63.6MQ3 2025: $66.7MQ4 2025: $71.2MQ1 2026: $79.0MQ2 2026: $82.8M
Institutions holding NCA and their total value by quarter
QuarterHoldersValue
Q2 202658$82.8M
Q1 202658$79.0M
Q4 202553$71.2M
Q3 202557$66.7M
Q2 202555$63.6M
Q1 202554$64.1M
Q4 202461$63.7M
Q3 202458$64.4M
Q2 202461$61.8M
Q1 202461$64.7M
Q4 202363$63.8M
Q3 202355$58.6M
Q2 202357$60.0M
Q1 202361$63.6M
Q4 202262$61.5M
Q3 202254$48.9M
Q2 202260$50.4M
Q1 202256$45.0M
Q4 202158$42.9M
Q3 202149$44.0M
Q2 202154$47.5M
Q1 202160$44.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NCA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley695,527$7.11M0.00%––
First Foundation Advisors644,364$6.58M0.28%––
Guggenheim Capital LLC424,013$4.33M0.03%––
UBS Group AG362,762$3.71M0.00%––
Rivernorth Capital Management, LLC294,972$3.02M0.18%––
Wells Fargo & Company246,598$2.52M0.00%––
1607 Capital Partners, LLC172,897$1.77M0.09%––
Tortoise Investment Management, LLC159,361$1.63M0.36%––
LPL Financial LLC88,465$904.0K0.00%––
Wolverine Asset Management LLC85,471$873.0K0.01%––
Advisors Asset Management, Inc.80,134$819.0K0.01%––
Raymond James Financial Services Advisors, Inc.64,398$658.0K0.00%––
Commonwealth Equity Services, LLC60,515$618.0K0.00%––
Osborne Partners Capital Management, LLC55,700$569.0K0.05%––
Winfield Associates, Inc.51,800$529.0K0.22%––
Royal Bank of Canada47,877$489.0K0.00%––
Advisor Group Holdings, Inc.43,217$442.0K0.00%––
Coe Capital Management, LLC40,483$414.0K0.42%––
Kestra Advisory Services, LLC39,215$401.0K0.01%––
Bank of America Corp38,311$392.0K0.00%––
Camden Capital, LLC37,931$388.0K0.10%––
Evanson Asset Management, LLC37,265$381.0K0.06%––
RB Capital Management, LLC35,020$358.0K0.16%––
B. Riley Wealth Management, Inc.33,782$345.0K0.04%––
Mutual Advisors, LLC33,012$337.0K0.02%––
Mission Creek Capital Partners, Inc.29,500$301.0K0.04%––
Stratos Wealth Partners, LTD.27,894$285.0K0.01%––
Cetera Advisor Networks LLC27,788$284.0K0.01%––
Raymond James & Associates25,646$262.0K0.00%––
Resources Investment Advisors, LLC.25,116$257.0K0.01%––
M&T Bank Corp21,500$220.0K0.00%––
Landscape Capital Management, L.L.C.20,386$208.0K0.03%––
Castle Rock Wealth Management, LLC20,280$208.0K0.08%––
Creative Planning19,850$203.0K0.00%––
AlphaMark Advisors, LLC19,400$198.0K0.08%––
Garrison Point Advisors, LLC18,550$190.0K0.15%––
Cetera Investment Advisers17,205$176.0K0.00%––
Camelot Portfolios, LLC15,172$155.0K0.06%––
Paragon Capital Management Ltd15,000$153.0K0.08%––
Parallel Advisors, LLC14,805$151.0K0.01%––
Hennion & Walsh Asset Management, Inc.14,003$143.0K0.01%––
Gamble Jones Investment Counsel13,818$141.0K0.01%––
Sit Investment Associates Inc12,289$126.0K0.00%––
Towerpoint Wealth, LLC12,275$125.0K0.06%––
D.A. Davidson & Co.11,502$118.0K0.00%––
First Trust Advisors LP11,517$118.0K0.00%––
Cantor Fitzgerald Investment Adviser L.P.10,250$111.0K0.02%––
Perigon Wealth Management, LLC10,560$108.0K0.01%––
Intersect Capital LLC10,559$108.0K0.02%––
Coastal Investment Advisors, Inc.10,562$108.0K0.03%––
HCR Wealth Advisors10,329$106.0K0.02%––
Wealthcare Advisory Partners LLC8,503$87.0K0.01%––
James Investment Research Inc8,230$84.0K0.01%––
Whittier Trust Co4,800$49.0K0.00%––
Gemmer Asset Management LLC4,688$48.0K0.01%––
Northwestern Mutual Wealth Management Co3,190$33.0K0.00%––
Harbour Investments, Inc.3,034$31.0K0.00%––
Citigroup Inc2,300$24.0K0.00%––
Private Ocean, LLC1,972$20.0K0.00%––
US Bancorp500$5.00K0.00%––