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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Capital Analysts, LLC | 2,904 | $25.0K | 0.00% | +19+0.7% | Added |
| Financial Network Wealth Management LLC | 2,999 | $26.0K | 0.01% | +2,999 | New |
| Parallel Advisors, LLC | 4,655 | $40.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,110 | $61.5K | 0.00% | +7,110 | New |
| Allworth Financial LP | 10,000 | $83.4K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,000 | $86.5K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 10,230 | $88.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,901 | $94.3K | 0.00% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 11,700 | $101.2K | 0.02% | +1,000+9.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 11,772 | $101.8K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,076 | $104.5K | 0.00% | −1,654−12.0% | Reduced |
| RB Capital Management, LLC | 12,731 | $110.1K | 0.03% | −1,442−10.2% | Reduced |
| Farther Finance Advisors, LLC | 12,786 | $110.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 13,621 | $118.2K | 0.00% | +13,621 | New |
| Steward Partners Investment Advisory, LLC | 15,000 | $129.8K | 0.00% | +2,000+15.4% | Added |
| Citadel Advisors LLC | 16,808 | $145.4K | 0.00% | −6,642−28.3% | Reduced |
| Osborne Partners Capital Management, LLC | 17,000 | $147.1K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 18,000 | $155.7K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,177 | $157.2K | 0.00% | +10,635+141.0% | Added |
| D.A. Davidson & Co. | 19,256 | $166.6K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 20,955 | $181.3K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 23,580 | $204.0K | 0.00% | −5,889−20.0% | Reduced |
| HighTower Advisors, LLC | 24,000 | $207.6K | 0.00% | +4,000+20.0% | Added |
| MAI Capital Management | 24,300 | $210.2K | 0.00% | −700−2.8% | Reduced |
| Schechter Investment Advisors, LLC | 25,011 | $216.3K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 25,867 | $223.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26,608 | $230.2K | 0.02% | −7,455−21.9% | Reduced |
| 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 |
| Mutual Advisors, LLC | 27,850 | $233.2K | 0.01% | +9,098+48.5% | Added |
| Jones Financial Companies LLLP | 27,805 | $240.0K | 0.00% | +9,950+55.7% | Added |
| Atlas Private Wealth Advisors | 32,732 | $283.1K | 0.04% | +32,732 | New |
| Cetera Investment Advisers | 38,530 | $333.3K | 0.00% | +1,964+5.4% | Added |
| Landscape Capital Management, L.L.C. | 42,914 | $371.2K | 0.03% | +18,915+78.8% | Added |
| Sterling Group Wealth Management, LLC | 53,993 | $467.0K | 0.25% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 75,987 | $636.8K | 0.28% | +75,987 | New |
| Melfa Wealth Management, LLC | 81,101 | $701.5K | 0.47% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 92,578 | $800.8K | 0.37% | −78,020−45.7% | Reduced |
| Raymond James Financial Inc | 126,696 | $1.10M | 0.00% | −4,279−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 134,526 | $1.16M | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 136,682 | $1.18M | 0.23% | 00.0% | Unchanged |
| Bank of America Corp | 138,628 | $1.20M | 0.00% | −25,023−15.3% | Reduced |
| Wolverine Asset Management LLC | 142,542 | $1.23M | 0.02% | +61,945+76.9% | Added |
| Royal Bank of Canada | 144,263 | $1.25M | 0.00% | +6,072+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 223,042 | $1.93M | 0.09% | −13,289−5.6% | Reduced |
| First Foundation Advisors | 234,392 | $2.03M | 0.08% | −1,695−0.7% | Reduced |
| LPL Financial LLC | 294,124 | $2.54M | 0.00% | +92,090+45.6% | Added |
| Wells Fargo & Company | 335,211 | $2.90M | 0.00% | −36,809−9.9% | Reduced |
| 1607 Capital Partners, LLC | 379,495 | $3.28M | 0.26% | +14,524+4.0% | Added |
| Advisors Asset Management, Inc. | 638,123 | $5.52M | 0.10% | +57,664+9.9% | Added |
| Guggenheim Capital LLC | 643,844 | $5.57M | 0.05% | +23,683+3.8% | Added |
| UBS Group AG | 1,178,860 | $10.2M | 0.00% | +3,932+0.3% | Added |
| Morgan Stanley | 1,727,763 | $14.9M | 0.00% | +103,836+6.4% | Added |
| 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 |