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 | 01/29/2026 | 1.79 M | $16.05 M | 38.83% | 5.42% |
| MORGAN STANLEY | 02/13/2026 | 1.68 M | $15.05 M | -7.26% | 5.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.07 M | $9.58 M | 40.04% | 3.23% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 689.26 K | $6.17 M | -2.99% | 2.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 370.14 K | $3.31 M | 24.13% | 1.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 289.91 K | $2.59 M | -5.16% | 0.88% |
| LPL FINANCIAL LLC | 02/11/2026 | 285.14 K | $2.55 M | -2.19% | 0.86% |
| REGATTA CAPITAL GROUP, LLC | 01/13/2026 | 136.68 K | $1.22 M | 0.00% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 136.26 K | $1.22 M | -3.49% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 134.62 K | $1.21 M | -4.06% | 0.41% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 121.24 K | $1.09 M | -23.84% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 105.58 K | $944.92 K | 10.00% | 0.32% |
| ATLAS PRIVATE WEALTH ADVISORS | 02/05/2026 | 85.53 K | $765.52 K | 7.21% | 0.26% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 81.10 K | $725.85 K | 0.00% | 0.25% |
| SWEENEY & MICHEL, LLC | 02/13/2026 | 69.44 K | $663.11 K | -8.95% | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 67.46 K | $603.79 K | 5.47% | 0.20% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 62.43 K | $558.74 K | 100.00% | 0.19% |
| 02/17/2026 | 60.82 K | $544.36 K | 100.00% | 0.18% | |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 01/27/2026 | 53.99 K | $483.24 K | 0.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 49.79 K | $445.64 K | 28.28% | 0.15% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 01/12/2026 | 40.00 K | $358.00 K | 0.00% | 0.12% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 39.53 K | $353.77 K | 0.47% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 38.89 K | $348.09 K | -4.72% | 0.12% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 35.76 K | $320.00 K | 5.92% | 0.11% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 29.35 K | $262.66 K | 5.96% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 27.51 K | $246.22 K | 4.21% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 27.33 K | $245.00 K | 0.58% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 27.19 K | $243.36 K | 100.00% | 0.08% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 25.01 K | $223.85 K | 0.00% | 0.08% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 24.30 K | $217.49 K | 0.00% | 0.07% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 22.36 K | $200.11 K | 83.19% | 0.07% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 02/13/2026 | 20.50 K | $183.48 K | 0.00% | 0.06% |
| CREATIVE PLANNING | 02/17/2026 | 18.66 K | $167.00 K | -9.91% | 0.06% |
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 18.00 K | $161.10 K | 0.00% | 0.05% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 01/27/2026 | 17.00 K | $152.15 K | 0.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 16.61 K | $148.62 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.64 K | $140.00 K | 100.00% | 0.05% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 15.64 K | $140.00 K | 100.00% | 0.05% |
| IEQ CAPITAL, LLC | 02/13/2026 | 15.00 K | $134.25 K | 18.95% | 0.05% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 13.62 K | $121.91 K | 0.00% | 0.04% |
| INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 02/12/2026 | 13.18 K | $117.00 K | 0.00% | 0.04% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 12.88 K | $115.25 K | 0.37% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 12.79 K | $114.44 K | 0.00% | 0.04% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 01/23/2026 | 11.77 K | $105.36 K | 0.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 11.33 K | $101.40 K | 0.00% | 0.03% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 10.90 K | $97.56 K | 0.00% | 0.03% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 10.27 K | $91.91 K | 1.30% | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 01/29/2026 | 10.23 K | $91.56 K | 0.00% | 0.03% |
| GARRISON POINT ADVISORS, LLC | 02/13/2026 | 10.00 K | $89.50 K | 0.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 7.50 K | $67.13 K | 0.00% | 0.02% |
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Nuveen California Municipal Value Fund. institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Nuveen California Municipal Value Fund.. The most heavily invested institutionals were:
UBS Group AG: 2.07 M
REGATTA CAPITAL GROUP, LLC: 182,877
Atlas Private Wealth Advisors: 149,906
FIRST FOUNDATION ADVISORS: 122,260
MELFA WEALTH MANAGEMENT, LLC: 81,101
Stratos Wealth Partners, LTD.: 78,941
24.03% of Nuveen California Municipal Value Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 9.51 M shares in the last 24 months. This purchase volume represents approximately $87.34 M in transactions.