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, Q4 2021
Institutional positions in Nuveen California Municipal Value Fund as of Dec 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
- 58
- +9 vs. Q3 2021
- Shares held
- 4.24M
- +71.0K (+1.7%) vs. Q3 2021
- Total value
- $42.9M
- −$1.07M (−2.4%) vs. Q3 2021
- New holders
- 12
- 15 more added
- Sold out
- 3
- 14 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $82.8M |
| Q1 2026 | 58 | $79.0M |
| Q4 2025 | 53 | $71.2M |
| Q3 2025 | 57 | $66.7M |
| Q2 2025 | 55 | $63.6M |
| Q1 2025 | 54 | $64.1M |
| Q4 2024 | 61 | $63.7M |
| Q3 2024 | 58 | $64.4M |
| Q2 2024 | 61 | $61.8M |
| Q1 2024 | 61 | $64.7M |
| Q4 2023 | 63 | $63.8M |
| Q3 2023 | 55 | $58.6M |
| Q2 2023 | 57 | $60.0M |
| Q1 2023 | 61 | $63.6M |
| Q4 2022 | 62 | $61.5M |
| Q3 2022 | 54 | $48.9M |
| Q2 2022 | 60 | $50.4M |
| Q1 2022 | 56 | $45.0M |
| Q4 2021 | 58 | $42.9M |
| Q3 2021 | 49 | $44.0M |
| Q2 2021 | 54 | $47.5M |
| Q1 2021 | 60 | $44.5M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 717,474 | $7.26M | 0.00% | −90,467−11.2% | Reduced |
| Guggenheim Capital LLC | 538,467 | $5.45M | 0.03% | −5,055−0.9% | Reduced |
| UBS Group AG | 462,228 | $4.68M | 0.00% | −10,420−2.2% | Reduced |
| Rivernorth Capital Management, LLC | 380,200 | $3.85M | 0.16% | +163,868+75.7% | Added |
| Wells Fargo & Company | 340,971 | $3.45M | 0.00% | +61,726+22.1% | Added |
| 1607 Capital Partners, LLC | 222,017 | $2.25M | 0.12% | +75,199+51.2% | Added |
| Tortoise Investment Management, LLC | 175,854 | $1.78M | 0.33% | +43,621+33.0% | Added |
| First Foundation Advisors | 109,770 | $1.11M | 0.04% | −388,405−78.0% | Reduced |
| LPL Financial LLC | 100,312 | $1.01M | 0.00% | −3,742−3.6% | Reduced |
| Mariner Investment Group LLC | 86,825 | $879.0K | 0.37% | +86,825 | New |
| Fiera Capital Corp | 68,109 | $689.0K | 0.00% | +68,109 | New |
| Osborne Partners Capital Management, LLC | 55,700 | $564.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 55,671 | $563.0K | 0.00% | −3,295−5.6% | Reduced |
| Winfield Associates, Inc. | 54,100 | $547.0K | 0.18% | +3,000+5.9% | Added |
| Commonwealth Equity Services, LLC | 51,172 | $517.0K | 0.00% | −1,100−2.1% | Reduced |
| Royal Bank of Canada | 45,276 | $458.0K | 0.00% | −3,075−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 44,873 | $454.0K | 0.00% | −2,242−4.8% | Reduced |
| Schechter Investment Advisors, LLC | 40,483 | $410.0K | 0.04% | +40,483 | New |
| Mutual Advisors, LLC | 39,322 | $398.0K | 0.02% | +242+0.6% | Added |
| Wolverine Asset Management LLC | 36,591 | $370.0K | 0.00% | +36,591 | New |
| RB Capital Management, LLC | 35,682 | $361.0K | 0.11% | +223+0.6% | Added |
| Bank of America Corp | 34,883 | $353.0K | 0.00% | −3,482−9.1% | Reduced |
| B. Riley Wealth Management, Inc. | 33,782 | $342.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 30,697 | $311.0K | 0.04% | +30,697 | New |
| Raymond James & Associates | 30,523 | $309.0K | 0.00% | +191+0.6% | Added |
| Cetera Advisor Networks LLC | 30,288 | $307.0K | 0.00% | +2,000+7.1% | Added |
| Advisors Asset Management, Inc. | 29,484 | $298.4K | 0.00% | −15,500−34.5% | Reduced |
| Resources Investment Advisors, LLC. | 25,585 | $259.0K | 0.01% | +133+0.5% | Added |
| Mission Creek Capital Partners, Inc. | 25,000 | $253.0K | 0.05% | −4,500−15.3% | Reduced |
| Millennium Management LLC | 22,778 | $231.0K | 0.00% | +22,778 | New |
| Ackerman Capital Advisors, LLC | 22,080 | $223.0K | 0.05% | +22,080 | New |
| Comerica Bank | 21,500 | $211.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 19,650 | $199.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 19,400 | $196.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 19,191 | $194.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,087 | $193.0K | 0.00% | +10+0.1% | Added |
| Garrison Point Advisors, LLC | 18,550 | $188.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,280 | $175.0K | 0.00% | +75+0.4% | Added |
| D.A. Davidson & Co. | 16,182 | $164.0K | 0.00% | +16,182 | New |
| Paragon Capital Management Ltd | 15,000 | $152.0K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 14,655 | $144.0K | 0.06% | +1,629+12.5% | Added |
| Gamble Jones Investment Counsel | 13,818 | $140.0K | 0.01% | +13,818 | New |
| Covington Capital Management | 11,200 | $113.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,661 | $108.0K | 0.00% | −68−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,542 | $107.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,560 | $107.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 10,562 | $107.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,513 | $106.0K | 0.02% | +61+0.6% | Added |
| James Investment Research Inc | 8,230 | $83.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,047 | $81.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,101 | $61.0K | 0.00% | +6,101 | New |
| Northwestern Mutual Wealth Management Co | 4,717 | $47.0K | 0.00% | +2,017+74.7% | Added |
| Ford Financial Group, LLC | 4,000 | $40.0K | 0.01% | −12,237−75.4% | Reduced |
| Hexagon Capital Partners LLC | 3,637 | $37.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,972 | $20.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 458 | $5.00K | 0.00% | +458 | New |
| Tower Research Capital LLC (TRC) | 119 | $1.00K | 0.00% | +119 | New |
| Camden Capital, LLC | 0 | $0 | 0.00% | −37,931−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −33,395−100.0% | Sold out |
| Towerpoint Wealth, LLC | 0 | $0 | 0.00% | −12,275−100.0% | Sold out |