Nuveen California Muni ValNCA
13F holders, Q1 2024 (March 31)61holders
$8.99avg. 13F price*
At the end of Q1 2024, 61 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings. The largest holders were Morgan Stanley ($13.6M), UBS Group AG ($9.6M) and Guggenheim Capital LLC ($6.1M).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 6 | $1.2M |
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +15.4% | 1,507,007 | $13.6M |
| UBS Group AG | 0.00% | Add +8.7% | 1,067,301 | $9.6M |
| Guggenheim Capital LLC | 0.04% | Add +5.5% | 672,371 | $6.1M |
| Advisors Asset Management, Inc. | 0.10% | Add +11.7% | 595,091 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -16.6% | 434,301 | $3.9M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -32.5% | 419,227 | $3.8M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -2.6% | 354,742 | $3.2M |
| First Foundation Advisors | 0.07% | No change | 208,177 | $1.9M |
| LPL Financial LLC | 0.00% | Add +84.4% | 207,002 | $1.9M |
| Bank of America Corp. | 0.00% | Add +1.9% | 171,157 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 167,180 | $1.5M |
| Regatta Capital Group, LLC | 0.28% | No change | 136,682 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | New | 129,209 | $1.2M |
| Sweeney & Michel, LLC | 0.36% | — | 94,146 | $815K |
| Tortoise Investment Management, LLC | 0.09% | Reduce -18.5% | 85,796 | $772K |
| Melfa Wealth Management, Inc. | 0.54% | Reduce -0.1% | 82,805 | $745K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.4% | 82,638 | $744K |
| Rivernorth Capital Management, LLC | 0.03% | Reduce -66.4% | 69,252 | $623K |
| Raymond James & Associates | 0.00% | No change | 66,913 | $602K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 51,466 | $463K |
| Fortress Wealth Management, Inc. | 0.23% | Add +0.9% | 50,193 | $452K |
| Cetera Investment Advisers | 0.00% | Add +110.7% | 40,859 | $368K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -8.8% | 35,021 | $315K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -44.1% | 29,498 | $265K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 26,019 | $234K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 28,395 | $234K |
| Composition Wealth, LLC | 0.00% | Add +17.6% | 20,000 | $180K |
| Deutsche Bank AG | 0.00% | New | 19,537 | $176K |
| Cerity Partners LLC | 0.00% | Add +44.6% | 19,978 | $174K |
| D.A. Davidson & Co. | 0.00% | Reduce -30.2% | 19,256 | $173K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -22.1% | 19,000 | $171K |
| Mgo One Seven LLC | 0.01% | No change | 18,136 | $163K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -28.3% | 17,768 | $160K |
| Creative Planning | 0.00% | No change | 17,458 | $157K |
| Wedbush Securities Inc. | 0.01% | No change | 16,054 | $144K |
| Ieq Capital, LLC | 0.00% | No change | 16,000 | $144K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 15,597 | $140K |
| Garrison Point Advisors, LLC | 0.09% | Reduce -12.0% | 14,700 | $132K |
| Mutual Advisors, LLC | 0.00% | Add +0.6% | 14,474 | $130K |
| RB Capital Management, LLC | 0.04% | Add +0.4% | 13,991 | $126K |
| Mariner, LLC | 0.00% | Add +0.3% | 13,376 | $120K |
| Mission Creek Capital Partners, Inc. | 0.03% | No change | 12,500 | $113K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.5% | 12,000 | $108K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $106K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,500 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,000 | $99K |
| Realta Investment Advisors | 0.02% | No change | 10,562 | $95K |
| Perigon Wealth Management, LLC | 0.00% | No change | 10,560 | $95K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 10,405 | $94K |
| Allworth Financial LP | 0.00% | Add +300.0% | 10,000 | $90K |
| Watts Gwilliam & Co., LLC | 0.03% | — | 10,200 | $88K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $42K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,637 | $33K |
| Hollencrest Capital Management | 0.00% | No change | 2,860 | $26K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 2,791 | $25K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 2,339 | $21K |
| Scarborough Advisors, LLC | 0.01% | No change | 2,250 | $20K |
| Comerica Bank | 0.00% | No change | 1,918 | $17K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 918 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -41.2% | 647 | $6K |
| FNY Investment Advisers, LLC | 0.00% | New | 500 | $4K |
"% of holder's portfolio" is NCA's weight in each manager's 13F, not the share of Nuveen California Muni Val the manager owns.