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 2024
Institutional positions in Nuveen California Municipal Value Fund as of Mar 31, 2024. 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
- 61
- −2 vs. Q4 2023
- Shares held
- 7.20M
- +83.5K (+1.2%) vs. Q4 2023
- Total value
- $64.7M
- +$971.6K (+1.5%) vs. Q4 2023
- New holders
- 5
- 17 more added
- Sold out
- 7
- 17 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Caldwell Sutter Capital, Inc. | 647 | $5.82K | 0.00% | −453−41.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 918 | $8.26K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,918 | $17.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,250 | $20.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,339 | $21.0K | 0.00% | +23+1.0% | Added |
| Capital Analysts, LLC | 2,791 | $25.0K | 0.00% | +18+0.6% | Added |
| Hollencrest Capital Management | 2,860 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,637 | $32.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,655 | $41.9K | 0.00% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 10,200 | $88.3K | 0.03% | +10,200 | New |
| Allworth Financial LP | 10,000 | $90.0K | 0.00% | +7,500+300.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,405 | $94.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,560 | $95.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 10,562 | $95.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,500 | $104.0K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $105.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,000 | $108.0K | 0.00% | −2,204−15.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,500 | $112.5K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 13,376 | $120.4K | 0.00% | +42+0.3% | Added |
| RB Capital Management, LLC | 13,991 | $125.9K | 0.03% | +59+0.4% | Added |
| Mutual Advisors, LLC | 14,474 | $130.3K | 0.00% | +91+0.6% | Added |
| Garrison Point Advisors, LLC | 14,700 | $132.3K | 0.09% | −1,997−12.0% | Reduced |
| Commonwealth Equity Services, LLC | 15,597 | $140.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,054 | $144.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,000 | $144.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,458 | $157.1K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 17,768 | $159.9K | 0.00% | −7,012−28.3% | Reduced |
| We Are One Seven, LLC | 18,136 | $163.2K | 0.01% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 19,000 | $171.0K | 0.01% | −5,400−22.1% | Reduced |
| D.A. Davidson & Co. | 19,256 | $173.3K | 0.00% | −8,322−30.2% | Reduced |
| Cerity Partners LLC | 19,978 | $173.6K | 0.00% | +6,160+44.6% | Added |
| Deutsche Bank AG | 19,537 | $175.8K | 0.00% | +19,537 | New |
| Miracle Mile Advisors, LLC | 20,000 | $180.0K | 0.00% | +3,000+17.6% | Added |
| National Asset Management, Inc. | 28,395 | $233.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 26,019 | $234.2K | 0.00% | −348−1.3% | Reduced |
| Landscape Capital Management, L.L.C. | 29,498 | $265.5K | 0.02% | −23,254−44.1% | Reduced |
| Schechter Investment Advisors, LLC | 35,021 | $315.2K | 0.02% | −3,360−8.8% | Reduced |
| Cetera Investment Advisers | 40,859 | $367.7K | 0.00% | +21,470+110.7% | Added |
| Fortress Wealth Management, Inc. | 50,193 | $451.7K | 0.23% | +472+0.9% | Added |
| Advisor Group Holdings, Inc. | 51,466 | $463.2K | 0.00% | +1,497+3.0% | Added |
| Raymond James & Associates | 66,913 | $602.2K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 69,252 | $623.3K | 0.03% | −136,662−66.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 82,638 | $743.7K | 0.00% | −19,878−19.4% | Reduced |
| Melfa Wealth Management, LLC | 82,805 | $745.2K | 0.54% | −64−0.1% | Reduced |
| Tortoise Investment Management, LLC | 85,796 | $772.2K | 0.09% | −19,449−18.5% | Reduced |
| Sweeney & Michel, LLC | 94,146 | $815.3K | 0.36% | +94,146 | New |
| Bank of New York Mellon Corp | 129,209 | $1.16M | 0.00% | +129,209 | New |
| Regatta Capital Group, LLC | 136,682 | $1.23M | 0.28% | 00.0% | Unchanged |
| Royal Bank of Canada | 167,180 | $1.50M | 0.00% | −15,365−8.4% | Reduced |
| Bank of America Corp | 171,157 | $1.54M | 0.00% | +3,203+1.9% | Added |
| LPL Financial LLC | 207,002 | $1.86M | 0.00% | +94,738+84.4% | Added |
| First Foundation Advisors | 208,177 | $1.87M | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 354,742 | $3.19M | 0.17% | −9,330−2.6% | Reduced |
| 1607 Capital Partners, LLC | 419,227 | $3.77M | 0.31% | −201,746−32.5% | Reduced |
| Wells Fargo & Company | 434,301 | $3.91M | 0.00% | −86,161−16.6% | Reduced |
| Advisors Asset Management, Inc. | 595,091 | $5.36M | 0.10% | +62,261+11.7% | Added |
| Guggenheim Capital LLC | 672,371 | $6.05M | 0.04% | +34,733+5.4% | Added |
| UBS Group AG | 1,067,301 | $9.61M | 0.00% | +85,243+8.7% | Added |
| Morgan Stanley | 1,507,007 | $13.6M | 0.00% | +201,079+15.4% | Added |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −53,993−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,391−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,650−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −17,114−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |