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