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 2025
Institutional positions in Nuveen California Municipal Value Fund as of Mar 31, 2025. 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
- 54
- −7 vs. Q4 2024
- Shares held
- 7.41M
- −118.9K (−1.6%) vs. Q4 2024
- Total value
- $64.1M
- +$443.8K (+0.7%) vs. Q4 2024
- New holders
- 6
- 18 more added
- Sold out
- 13
- 13 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Nuveen California Municipal Value Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,727,763 | $14.9M | 0.00% | +103,836+6.4% | Added |
| UBS Group AG | 1,178,860 | $10.2M | 0.00% | +3,932+0.3% | Added |
| Guggenheim Capital LLC | 643,844 | $5.57M | 0.05% | +23,683+3.8% | Added |
| Advisors Asset Management, Inc. | 638,123 | $5.52M | 0.10% | +57,664+9.9% | Added |
| 1607 Capital Partners, LLC | 379,495 | $3.28M | 0.26% | +14,524+4.0% | Added |
| Wells Fargo & Company | 335,211 | $2.90M | 0.00% | −36,809−9.9% | Reduced |
| LPL Financial LLC | 294,124 | $2.54M | 0.00% | +92,090+45.6% | Added |
| First Foundation Advisors | 234,392 | $2.03M | 0.08% | −1,695−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 223,042 | $1.93M | 0.09% | −13,289−5.6% | Reduced |
| Royal Bank of Canada | 144,263 | $1.25M | 0.00% | +6,072+4.4% | Added |
| Wolverine Asset Management LLC | 142,542 | $1.23M | 0.02% | +61,945+76.9% | Added |
| Bank of America Corp | 138,628 | $1.20M | 0.00% | −25,023−15.3% | Reduced |
| Regatta Capital Group, LLC | 136,682 | $1.18M | 0.23% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 134,526 | $1.16M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 126,696 | $1.10M | 0.00% | −4,279−3.3% | Reduced |
| Logan Stone Capital, LLC | 92,578 | $800.8K | 0.37% | −78,020−45.7% | Reduced |
| Melfa Wealth Management, LLC | 81,101 | $701.5K | 0.47% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 75,987 | $636.8K | 0.28% | +75,987 | New |
| Sterling Group Wealth Management, LLC | 53,993 | $467.0K | 0.25% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 42,914 | $371.2K | 0.03% | +18,915+78.8% | Added |
| Cetera Investment Advisers | 38,530 | $333.3K | 0.00% | +1,964+5.4% | Added |
| Atlas Private Wealth Advisors | 32,732 | $283.1K | 0.04% | +32,732 | New |
| Jones Financial Companies LLLP | 27,805 | $240.0K | 0.00% | +9,950+55.7% | Added |
| Mutual Advisors, LLC | 27,850 | $233.2K | 0.01% | +9,098+48.5% | Added |
| Janney Montgomery Scott LLC | 26,925 | $233.0K | 0.00% | −2,763−9.3% | Reduced |
| Wedbush Securities Inc | 26,964 | $233.0K | 0.01% | +1,200+4.7% | Added |
| Tortoise Investment Management, LLC | 26,608 | $230.2K | 0.02% | −7,455−21.9% | Reduced |
| US Bancorp | 25,867 | $223.8K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 25,011 | $216.3K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 24,300 | $210.2K | 0.00% | −700−2.8% | Reduced |
| HighTower Advisors, LLC | 24,000 | $207.6K | 0.00% | +4,000+20.0% | Added |
| Creative Planning | 23,580 | $204.0K | 0.00% | −5,889−20.0% | Reduced |
| Nwam LLC | 20,955 | $181.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,256 | $166.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,177 | $157.2K | 0.00% | +10,635+141.0% | Added |
| DKM Wealth Management, Inc. | 18,000 | $155.7K | 0.15% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 17,000 | $147.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,808 | $145.4K | 0.00% | −6,642−28.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,000 | $129.8K | 0.00% | +2,000+15.4% | Added |
| First Manhattan Co | 13,621 | $118.2K | 0.00% | +13,621 | New |
| Farther Finance Advisors, LLC | 12,786 | $110.6K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,731 | $110.1K | 0.03% | −1,442−10.2% | Reduced |
| Sanctuary Advisors, LLC | 12,076 | $104.5K | 0.00% | −1,654−12.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $101.8K | 0.01% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 11,700 | $101.2K | 0.02% | +1,000+9.3% | Added |
| CI Private Wealth, LLC | 10,901 | $94.3K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10,230 | $88.5K | 0.01% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $86.5K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 10,000 | $83.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,110 | $61.5K | 0.00% | +7,110 | New |
| Parallel Advisors, LLC | 4,655 | $40.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,999 | $26.0K | 0.01% | +2,999 | New |
| Capital Analysts, LLC | 2,904 | $25.0K | 0.00% | +19+0.7% | Added |
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −251,339−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −63,098−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −56,459−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −40,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,617−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,287−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Investor's Fiduciary Advisor Network, LLC | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |