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 2022
Institutional positions in Nuveen California Municipal Value Fund as of Mar 31, 2022. 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
- 56
- −2 vs. Q4 2021
- Shares held
- 4.91M
- +670.3K (+15.8%) vs. Q4 2021
- Total value
- $45.0M
- +$2.09M (+4.9%) vs. Q4 2021
- New holders
- 8
- 17 more added
- Sold out
- 10
- 17 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 744,144 | $6.82M | 0.00% | +26,670+3.7% | Added |
| Rivernorth Capital Management, LLC | 612,734 | $5.61M | 0.21% | +232,534+61.2% | Added |
| Guggenheim Capital LLC | 551,780 | $5.05M | 0.03% | +13,313+2.5% | Added |
| Wells Fargo & Company | 427,167 | $3.91M | 0.00% | +86,196+25.3% | Added |
| UBS Group AG | 413,827 | $3.79M | 0.00% | −48,401−10.5% | Reduced |
| 1607 Capital Partners, LLC | 338,195 | $3.10M | 0.18% | +116,178+52.3% | Added |
| Fiera Capital Corp | 241,620 | $2.21M | 0.01% | +173,511+254.8% | Added |
| Allspring Global Investments Holdings, LLC | 233,245 | $2.14M | 0.00% | +227,144+3,723.1% | Added |
| Tortoise Investment Management, LLC | 220,931 | $2.02M | 0.37% | +45,077+25.6% | Added |
| LPL Financial LLC | 109,725 | $1.00M | 0.00% | +9,413+9.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 87,358 | $800.0K | 0.00% | +31,687+56.9% | Added |
| First Foundation Advisors | 78,002 | $714.0K | 0.03% | −31,768−28.9% | Reduced |
| Winfield Associates, Inc. | 53,800 | $493.0K | 0.18% | −300−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 53,700 | $492.0K | 0.04% | −2,000−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 46,863 | $429.0K | 0.00% | −4,309−8.4% | Reduced |
| Mutual Advisors, LLC | 44,857 | $411.0K | 0.02% | +5,535+14.1% | Added |
| Royal Bank of Canada | 40,324 | $369.0K | 0.00% | −4,952−10.9% | Reduced |
| Schechter Investment Advisors, LLC | 40,000 | $366.0K | 0.03% | −483−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 36,817 | $337.0K | 0.00% | −8,056−18.0% | Reduced |
| B. Riley Wealth Management, Inc. | 33,782 | $309.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 33,598 | $308.0K | 0.00% | −1,285−3.7% | Reduced |
| RB Capital Management, LLC | 32,495 | $298.0K | 0.10% | −3,187−8.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,550 | $271.0K | 0.01% | +29,550 | New |
| Cetera Advisor Networks LLC | 25,750 | $236.0K | 0.00% | −4,538−15.0% | Reduced |
| Resources Investment Advisors, LLC. | 25,761 | $236.0K | 0.01% | +176+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 25,000 | $229.0K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 21,500 | $196.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,997 | $183.0K | 0.00% | +19,997 | New |
| Bank of Montreal | 18,185 | $180.0K | 0.00% | +18,185 | New |
| AlphaMark Advisors, LLC | 19,400 | $178.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 19,191 | $176.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 18,626 | $171.0K | 0.00% | −1,024−5.2% | Reduced |
| Garrison Point Advisors, LLC | 18,550 | $170.0K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,353 | $168.0K | 0.00% | −734−3.8% | Reduced |
| Raymond James & Associates | 17,464 | $160.0K | 0.00% | −13,059−42.8% | Reduced |
| Cetera Investment Advisers | 17,380 | $159.0K | 0.00% | +100+0.6% | Added |
| CNH Partners LLC | 16,409 | $150.0K | 0.00% | +16,409 | New |
| D.A. Davidson & Co. | 16,215 | $149.0K | 0.00% | +33+0.2% | Added |
| Gamble Jones Investment Counsel | 13,818 | $127.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 11,200 | $103.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,208 | $103.0K | 0.00% | +547+5.1% | Added |
| Perigon Wealth Management, LLC | 10,560 | $97.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 10,562 | $97.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,576 | $97.0K | 0.02% | +63+0.6% | Added |
| Castle Rock Wealth Management, LLC | 10,039 | $91.0K | 0.04% | −4,616−31.5% | Reduced |
| James Investment Research Inc | 8,230 | $75.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,500 | $50.0K | 0.00% | +5,500 | New |
| Parallel Advisors, LLC | 4,047 | $37.0K | 0.00% | −4,000−49.7% | Reduced |
| Hexagon Capital Partners LLC | 3,637 | $33.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,700 | $25.0K | 0.00% | −2,017−42.8% | Reduced |
| Private Ocean, LLC | 1,972 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,884 | $17.3K | 0.00% | +1,884 | New |
| Bartlett & Co. LLC | 1,884 | $17.0K | 0.00% | +1,884 | New |
| Umb Bank N A | 1,487 | $14.0K | 0.00% | +1,029+224.7% | Added |
| US Bancorp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −86,825−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −36,591−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −30,697−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −29,484−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,778−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −22,080−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −119−100.0% | Sold out |