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 | 05/05/2026 | 2.07 M | $19.46 M | 15.71% | 6.27% |
| MORGAN STANLEY | 05/15/2026 | 1.67 M | $15.65 M | -0.77% | 5.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 982.00 K | $9.21 M | -8.29% | 2.97% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 697.46 K | $6.54 M | 1.19% | 2.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 423.34 K | $3.97 M | 14.37% | 1.28% |
| LPL FINANCIAL LLC | 05/06/2026 | 287.25 K | $2.69 M | 0.74% | 0.87% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 272.28 K | $2.55 M | -6.08% | 0.82% |
| REGATTA CAPITAL GROUP, LLC | 04/15/2026 | 182.88 K | $1.72 M | 33.80% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 163.92 K | $1.54 M | 55.26% | 0.50% |
| ATLAS PRIVATE WEALTH ADVISORS | 04/24/2026 | 149.91 K | $1.41 M | 75.26% | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 135.72 K | $1.27 M | -0.39% | 0.41% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 122.26 K | $1.15 M | 0.84% | 0.37% |
| ROYAL BANK OF CANADA | 05/15/2026 | 115.07 K | $1.08 M | -14.52% | 0.35% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 81.10 K | $760.73 K | 0.00% | 0.25% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 78.94 K | $740.47 K | 26.45% | 0.24% |
| SWEENEY & MICHEL, LLC | 04/16/2026 | 69.52 K | $650.03 K | 0.12% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 66.75 K | $626.09 K | 34.05% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 63.31 K | $572.33 K | -6.15% | 0.19% |
| 05/11/2026 | 60.82 K | $570.51 K | 0.00% | 0.18% | |
| STERLING GROUP WEALTH MANAGEMENT, LLC | 05/04/2026 | 53.99 K | $506.45 K | 0.00% | 0.16% |
| FIERA CAPITAL CORP | 05/12/2026 | 53.76 K | $504.30 K | 100.00% | 0.16% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 05/07/2026 | 52.65 K | $493.89 K | 156.85% | 0.16% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 51.90 K | $487.00 K | 45.13% | 0.16% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 48.26 K | $452.66 K | 22.09% | 0.15% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 04/15/2026 | 40.00 K | $375.20 K | 0.00% | 0.12% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 34.66 K | $325.08 K | 18.09% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 27.88 K | $261.55 K | -28.31% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 27.40 K | $257.00 K | 0.27% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 25.00 K | $234.50 K | 50.55% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 24.56 K | $230.38 K | -10.72% | 0.07% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 23.98 K | $224.92 K | 100.00% | 0.07% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 21.46 K | $201.32 K | -11.67% | 0.06% |
| DKM WEALTH MANAGEMENT, INC. | 04/10/2026 | 18.00 K | $168.84 K | 0.00% | 0.05% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 17.46 K | $163.77 K | -30.19% | 0.05% |
| CREATIVE PLANNING | 05/12/2026 | 17.46 K | $163.76 K | -6.44% | 0.05% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 17.00 K | $159.46 K | 0.00% | 0.05% |
| MARINER, LLC | 05/13/2026 | 15.61 K | $146.46 K | 100.00% | 0.05% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 13.62 K | $128.17 K | 0.00% | 0.04% |
| INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 05/12/2026 | 13.18 K | $123.00 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 12.79 K | $120.83 K | 0.00% | 0.04% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 12.42 K | $116.53 K | -44.43% | 0.04% |
| RB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 12.42 K | $116.48 K | -3.56% | 0.04% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 04/23/2026 | 11.77 K | $110.42 K | 0.00% | 0.04% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 11.43 K | $107.00 K | -26.92% | 0.03% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 10.90 K | $102.25 K | 0.00% | 0.03% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 10.33 K | $96.91 K | 0.60% | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 04/24/2026 | 10.23 K | $95.96 K | 0.00% | 0.03% |
| GARRISON POINT ADVISORS, LLC | 05/13/2026 | 10.00 K | $93.80 K | 0.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 7.50 K | $70.35 K | 0.00% | 0.02% |
| FIFTH THIRD BANCORP | 05/01/2026 | 7.11 K | $66.69 K | 100.00% | 0.02% |
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Nuveen California Municipal Value Fund. institutional Ownership - FAQ's
During the previous two years, 87 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
MORGAN STANLEY: 1.67 M
Advisors Asset Management, Inc.: 982,001
GUGGENHEIM CAPITAL LLC: 697,459
Hennion & Walsh Asset Management, Inc.: 423,343
LPL Financial LLC: 287,248
25.45% of Nuveen California Municipal Value Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 9.31 M shares in the last 24 months. This purchase volume represents approximately $85.47 M in transactions.