Nuveen California Municipal Value Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 2.17 M | $20.25 M | 4.62% | 6.56% |
| MORGAN STANLEY | 08/13/2026 | 1.67 M | $15.57 M | 0.04% | 5.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 977.09 K | $9.12 M | -0.50% | 2.95% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 684.43 K | $6.39 M | -1.87% | 2.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 462.11 K | $4.31 M | 9.16% | 1.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 324.66 K | $3.03 M | 13.02% | 0.98% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 305.32 K | $2.85 M | 12.13% | 0.92% |
| ATLAS PRIVATE WEALTH ADVISORS | 07/28/2026 | 210.29 K | $1.96 M | 40.28% | 0.64% |
| REGATTA CAPITAL GROUP, LLC | 08/12/2026 | 182.88 K | $1.71 M | 0.00% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 165.25 K | $1.54 M | 0.81% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 151.11 K | $1.41 M | 11.34% | 0.46% |
| ROYAL BANK OF CANADA | 08/14/2026 | 138.72 K | $1.29 M | 20.55% | 0.42% |
| FIERA CAPITAL CORP | 08/07/2026 | 104.29 K | $973.04 K | 93.98% | 0.32% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 95.36 K | $889.72 K | 20.80% | 0.29% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 94.23 K | $879.18 K | -22.92% | 0.28% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 93.71 K | $874.35 K | 40.40% | 0.28% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 80.95 K | $755.25 K | -0.19% | 0.24% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08/07/2026 | 66.02 K | $615.99 K | 25.39% | 0.20% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 65.00 K | $606.00 K | 25.24% | 0.20% |
| SWEENEY & MICHEL, LLC | 08/11/2026 | 64.70 K | $589.45 K | -6.93% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 63.43 K | $591.81 K | 0.19% | 0.19% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 55.90 K | $521.50 K | 15.83% | 0.17% |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 08/03/2026 | 53.99 K | $503.76 K | 0.00% | 0.16% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 45.19 K | $421.58 K | 88.44% | 0.14% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 07/22/2026 | 40.00 K | $373.20 K | 0.00% | 0.12% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 34.92 K | $325.78 K | 100.00% | 0.11% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 33.01 K | $307.96 K | -4.76% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 32.63 K | $304.43 K | 17.02% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 27.52 K | $257.00 K | 0.43% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 26.30 K | $245.38 K | 5.20% | 0.08% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 25.53 K | $238.31 K | 18.94% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 24.56 K | $229.16 K | 0.00% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 21.08 K | $196.72 K | 100.00% | 0.06% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 20.50 K | $191.22 K | 98.38% | 0.06% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 19.22 K | $179.34 K | 100.00% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 18.06 K | $168.51 K | 100.00% | 0.05% |
| DKM WEALTH MANAGEMENT, INC. | 07/30/2026 | 18.00 K | $167.94 K | 0.00% | 0.05% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 08/04/2026 | 17.00 K | $158.61 K | 0.00% | 0.05% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 16.80 K | $156.74 K | 100.00% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 15.46 K | $144.22 K | -11.46% | 0.05% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 14.13 K | $131.82 K | 13.72% | 0.04% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 13.62 K | $127.49 K | 0.00% | 0.04% |
| INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 08/13/2026 | 13.18 K | $122.00 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.86 K | $120.01 K | 100.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 12.79 K | $119.17 K | 0.00% | 0.04% |
| RB CAPITAL MANAGEMENT, LLC | 08/18/2026 | 12.46 K | $116.26 K | 0.35% | 0.04% |
| MAREX GROUP LTD | 08/14/2026 | 11.79 K | $110.03 K | 100.00% | 0.04% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 07/24/2026 | 11.77 K | $109.83 K | 0.00% | 0.04% |
| CORIENT PRIVATE WEALTH LP | 08/27/2026 | 10.90 K | $101.71 K | 0.00% | 0.03% |
| JAMES INVESTMENT RESEARCH, INC. | 07/24/2026 | 10.23 K | $95.45 K | 0.00% | 0.03% |
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Nuveen California Municipal Value Fund. institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund.. The most heavily invested institutionals were:
Atlas Private Wealth Advisors: 175,241
Gerber Kawasaki Wealth & Investment Management: 70,022
Sterling Group Wealth Management, LLC: 53,993
D.A. DAVIDSON & CO.: 33,007
WOLVERINE ASSET MANAGEMENT LLC: 30,275
Creative Planning: 15,458
26.80% of Nuveen California Municipal Value Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 8.92 M shares in the last 24 months. This purchase volume represents approximately $81.89 M in transactions.