Who owns Nuveen California Municipal Value Fund?

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Analyze quarterly positions in Nuveen California Municipal Value Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Nuveen California Municipal Value Fund stock

Who bought or sold Nuveen California Municipal Value Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 1.8M $16M 100% Jun 2025
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UBS Group 1.3M $12M 13% Sep 2025
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Advisors Asset Management 765k $6.8M 16% Sep 2025
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Guggenheim Capital, LLC Managers 711k $6.3M 0% Sep 2025
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Wells Fargo & Company 306k $2.7M 0% Sep 2025
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Hennion & Walsh Asset Management 298k $2.7M 15% Sep 2025
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LPL Financial 292k $2.6M 1% Sep 2025
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1607 Capital Partners 256k $2.3M -24% Sep 2025
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First Foundation Advisors 159k $1.4M -27% Sep 2025
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Raymond James Financial 141k $1.3M 2% Sep 2025
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Royal Bank of Canada 140k $1.2M -7% Sep 2025
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Regatta Capital Group 137k $1.2M 0% Sep 2025
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Melfa Wealth Management 81k $722k 0% Sep 2025
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Atlas Private Wealth Advisors 80k $710k -21% Sep 2025
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Allspring Global Investments Holdings 79k $702k -41% Sep 2025
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Sweeney & Michel 76k $676k 0% Sep 2025
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Jones Financial Companies, L.L 64k $558k 42% Sep 2025
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Sterling Group Wealth Management 54k $481k 0% Sep 2025
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Cetera Investment Advisers 41k $363k 15% Sep 2025
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Arlington Financial Advisors 40k $356k 100% Sep 2025
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Mutual Advisors 39k $353k 0% Sep 2025
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Advisor Group Holdings 39k $338k 102% Sep 2025
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Wedbush Morgan Securities 34k $300k 23% Sep 2025
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D.A. Davidson & Co. 28k $247k 3% Sep 2025
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Janney Montgomery Scott 27k $242k 0% Sep 2025
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HighTower Advisors 26k $235k 10% Sep 2025
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Us Bancorp 26k $230k 0% Sep 2025
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SRS Capital Advisors 25k $223k 0% Sep 2025
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MAI Wealth Advisors 24k $216k 0% Sep 2025
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Nwam 21k $187k 0% Sep 2025
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Creative Planning 21k $184k 0% Sep 2025
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Gerber Kawasaki Wealth & Investment Management 21k $183k 100% Sep 2025
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DKM Wealth Management 18k $160k 0% Sep 2025
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Osborne Partners Capital Management 17k $151k 0% Sep 2025
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Steward Partners Investment Advisory 17k $148k 3% Sep 2025
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First Manhattan 14k $122k 0% Sep 2025
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Investor's Fiduciary Advisor Network 13k $117k 0% Sep 2025
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RB Capital Management 13k $114k 0% Sep 2025
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Farther Finance Advisors 13k $114k 0% Sep 2025
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Ieq Capital 13k $112k 19% Sep 2025
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Golub Group 13k $111k 100% Sep 2025
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Cantor Fitzgerald Investment Adviser 12k $105k 0% Sep 2025
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Watts Gwilliam & Co 12k $104k 0% Sep 2025
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Commonwealth Equity Services 11k $101k -11% Sep 2025
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CI Private Wealth 11k $97k 0% Sep 2025
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James Investment Research 10k $91k 0% Sep 2025
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PFG Investments 10k $90k 1% Sep 2025
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Garrison Point Advisors 10k $89k 0% Sep 2025
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Hanson McClain Advisors 7.5k $67k 0% Sep 2025
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Brian McDonald 7.1k $63k 0% Sep 2025
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Parallel Advisors 4.7k $41k 0% Sep 2025
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Tortoise Investment Management 3.8k $34k -72% Sep 2025
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Advisory Services Network 3.7k $33k 100% Sep 2025
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WFA of San Diego 1.5k $13k 100% Jun 2025
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FNY Investment Advisers 500.00 $4.0k 0% Jun 2025
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Who sold out of Nuveen California Municipal Value Fund?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2025 23k $200k
Financial Network Wealth Management Mar 2025 3.0k $26k
Capital Analysts Jun 2025 2.9k $25k