LM Advisors »

Nuveen California Municipal Value Fund shares owned by LM Advisors

Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Nuveen California Municipal Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen California Municipal Value Fund held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen California Municipal Value Fund by LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $153k 17k 8.96

More positions owned by LM Advisors

Amazon (AMZN)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf
salesforce (CRM)
Vanguard World Fds Health Car Etf Etf (VHT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for LM Advisors

Top funds holding Nuveen California Municipal Value Fund

UBS Group
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
First Foundation Advisors
Rivernorth Capital Management
Royal Bank of Canada
Bank of America Corporation
Regatta Capital Group
Bank of New York Mellon
Tortoise Investment Management
Melfa Wealth Management
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Nuveen California Municipal Value Fund