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
UBS Group 2.1M $20M 16% Mar 2026
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Morgan Stanley 1.7M $16M -1% Mar 2026
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Advisors Asset Management 982k $9.2M -8% Mar 2026
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Guggenheim Capital, LLC Managers 698k $6.5M 1% Mar 2026
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Hennion & Walsh Asset Management 423k $4.0M 14% Mar 2026
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LPL Financial 287k $2.7M 1% Mar 2026
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Wells Fargo & Company 272k $2.6M -6% Mar 2026
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Regatta Capital Group 183k $1.7M 34% Mar 2026
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Bank of America Corporation 164k $1.5M 100% Mar 2026
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Atlas Private Wealth Advisors 150k $1.4M 75% Mar 2026
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Raymond James Financial 136k $1.2M -3% Dec 2025
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First Foundation Advisors 122k $1.1M 1% Mar 2026
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Royal Bank of Canada 115k $1.1M -18% Mar 2026
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Melfa Wealth Management 81k $761k 0% Mar 2026
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Stratos Wealth Partners 79k $741k 26% Mar 2026
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Sweeney & Michel 70k $650k 0% Mar 2026
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Jones Financial Companies, L.L 68k $604k 5% Dec 2025
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Ducere Wealth Management 61k $571k 100% Mar 2026
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Sterling Group Wealth Management 54k $507k 0% Mar 2026
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Fiera Capital Corporation 54k $504k 100% Mar 2026
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Gerber Kawasaki Wealth & Investment Management 53k $494k 157% Mar 2026
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Wedbush Morgan Securities 52k $487k 45% Mar 2026
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Advisor Group Holdings 50k $446k 28% Dec 2025
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Mutual Advisors 48k $453k 22% Mar 2026
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Arlington Financial Advisors 40k $375k 0% Mar 2026
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D.A. Davidson & Co. 35k $325k 18% Mar 2026
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Cetera Investment Advisers 28k $262k -28% Mar 2026
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Janney Montgomery Scott 27k $257k 0% Mar 2026
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Steward Partners Investment Advisory 25k $235k 51% Mar 2026
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HighTower Advisors 25k $230k -11% Mar 2026
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Summit Trail Advisors 24k $225k 100% Mar 2026
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MAI Wealth Advisors 22k $201k -12% Mar 2026
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DKM Wealth Management 18k $169k 0% Mar 2026
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SRS Capital Advisors 18k $164k -30% Mar 2026
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Creative Planning 18k $164k -6% Mar 2026
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Osborne Partners Capital Management 17k $160k 0% Mar 2026
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Susquehanna International 16k $140k 100% Dec 2025
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Virtu Financial 16k $140k 100% Dec 2025
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Mariner Wealth Advisors 16k $147k 100% Mar 2026
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Ieq Capital 15k $134k 19% Dec 2025
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First Manhattan 14k $128k 0% Mar 2026
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Investor's Fiduciary Advisor Network 13k $123k 0% Mar 2026
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RB Capital Management 13k $115k 0% Dec 2025
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Farther Finance Advisors 13k $121k 0% Mar 2026
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Sanctuary Advisors 12k $117k -44% Mar 2026
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Cantor Fitzgerald Investment Adviser 12k $110k 0% Mar 2026
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CI Private Wealth 11k $102k 0% Mar 2026
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PFG Investments 10k $97k 1% Mar 2026
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James Investment Research 10k $96k 0% Mar 2026
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Garrison Point Advisors 10k $94k 0% Mar 2026
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Hanson McClain Advisors 7.5k $67k 0% Dec 2025
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Fifth Third Bancorp 7.1k $67k 100% Mar 2026
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Brian McDonald 7.1k $64k 0% Dec 2025
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Parallel Advisors 4.7k $44k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 2.5k $24k 100% Mar 2026
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IFP Advisors 2.2k $21k 100% Mar 2026
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WFA of San Diego 1.5k $14k 0% Mar 2026
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Mather Group 1.2k $11k 100% Mar 2026
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Wolff Wiese Magana 1.0k $9.4k 100% Mar 2026
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FNY Investment Advisers 500.00 $4.0k 100% Mar 2026
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Who sold out of Nuveen California Municipal Value Fund?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Dec 2025 27k $243k
Us Bancorp Sep 2025 26k $230k
Commonwealth Equity Services Dec 2025 11k $101k
Advisory Services Network Sep 2025 3.7k $33k