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 2.2M $20M 5% Jun 2026
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Morgan Stanley 1.7M $16M -1% Mar 2026
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Advisors Asset Management 977k $9.1M -1% Jun 2026
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Guggenheim Capital, LLC Managers 684k $6.4M -2% Jun 2026
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Hennion & Walsh Asset Management 462k $4.3M 9% Jun 2026
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LPL Financial 325k $3.0M 13% Jun 2026
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Wells Fargo & Company 305k $2.8M 12% Jun 2026
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Atlas Private Wealth Advisors 210k $2.0M 40% Jun 2026
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Regatta Capital Group 183k $1.7M 0% Jun 2026
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Bank of America Corporation 165k $1.5M 1% Jun 2026
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Raymond James Financial 151k $1.4M 11% Jun 2026
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Royal Bank of Canada 139k $1.3M 21% Jun 2026
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Fiera Capital Corporation 104k $973k 94% Jun 2026
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Stratos Wealth Partners 95k $890k 21% Jun 2026
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First Foundation Advisors 94k $879k -23% Jun 2026
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Advisor Group Holdings 94k $874k 40% Jun 2026
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Melfa Wealth Management 81k $755k 0% Jun 2026
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Wedbush Morgan Securities 65k $606k 25% Jun 2026
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Sweeney & Michel 65k $589k -7% Jun 2026
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Jones Financial Companies, L.L 63k $592k 0% Jun 2026
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Mutual Advisors 56k $522k 16% Jun 2026
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Sterling Group Wealth Management 54k $504k 0% Jun 2026
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Gerber Kawasaki Wealth & Investment Management 53k $494k 157% Mar 2026
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Summit Trail Advisors 45k $422k 88% Jun 2026
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Arlington Financial Advisors 40k $373k 0% Jun 2026
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SRS Capital Advisors 35k $326k 100% Jun 2026
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D.A. Davidson & Co. 33k $308k -5% Jun 2026
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Cetera Investment Advisers 33k $304k 17% Jun 2026
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Janney Montgomery Scott 28k $257k 0% Jun 2026
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Steward Partners Investment Advisory 26k $245k 5% Jun 2026
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MAI Wealth Advisors 26k $238k 19% Jun 2026
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HighTower Advisors 25k $229k 0% Jun 2026
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Private Advisor 21k $197k 100% Jun 2026
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PFG Investments 21k $191k 98% Jun 2026
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Mission Wealth Management 19k $179k 100% Jun 2026
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Readystate Asset Management 18k $169k 100% Jun 2026
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DKM Wealth Management 18k $168k 0% Jun 2026
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Osborne Partners Capital Management 17k $159k 0% Jun 2026
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Ackerman Capital Advisors 17k $157k 100% Jun 2026
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Creative Planning 16k $144k -11% Jun 2026
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Sanctuary Advisors 14k $132k 14% Jun 2026
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First Manhattan 14k $128k 0% Jun 2026
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Investor's Fiduciary Advisor Network 13k $122k 0% Jun 2026
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Citadel Advisors 13k $120k 100% Jun 2026
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Farther Finance Advisors 13k $119k 0% Jun 2026
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RB Capital Management 13k $116k 0% Jun 2026
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Marex Group 12k $110k 100% Jun 2026
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Cantor Fitzgerald Investment Adviser 12k $110k 0% Jun 2026
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CI Private Wealth 11k $102k 0% Jun 2026
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James Investment Research 10k $95k 0% Jun 2026
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Garrison Point Advisors 10k $93k 0% Jun 2026
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Hanson McClain Advisors 7.5k $70k 0% Jun 2026
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Fifth Third Bancorp 7.1k $66k 0% Jun 2026
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Parallel Advisors 4.7k $43k 0% Jun 2026
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IFP Advisors 2.2k $21k 1% Jun 2026
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Mather Group 1.2k $11k 0% Jun 2026
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Wolff Wiese Magana 1.0k $9.3k 0% Jun 2026
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FNY Investment Advisers 500.00 $4.0k 0% Jun 2026
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Mercer Global Advisors 242.00 $2.3k 100% Jun 2026
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Who sold out of Nuveen California Municipal Value Fund?

Fund or Company Name Date Sold Shares Held Valued At
Ducere Wealth Management Mar 2026 61k $571k
Mariner Wealth Advisors Mar 2026 16k $147k
Virtu Financial Mar 2026 11k $107k
Advisory Services Network Mar 2026 3.7k $35k
Northwestern Mutual Wealth Management Company Mar 2026 2.5k $24k
WFA of San Diego Mar 2026 1.5k $14k