Nuveen California Muni ValNCA
13F holders, Q4 2024 (December 31)61holders +3
13new positions
9sold out
1famous investor
$8.45avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, up 3 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($13.7M), UBS Group AG ($9.9M) and Guggenheim Capital LLC ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.8M |
| Exits | 9 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 984,494 shares bought and 436,491 shares sold, net +548,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Reduce -1.9% | 1,623,927 | $13.7M |
| UBS Group AG | 0.00% | Add +1.4% | 1,174,928 | $9.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -17.5% | 620,161 | $5.2M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -0.8% | 580,459 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 372,020 | $3.1M |
| 1607 Capital Partners, LLC | 0.25% | Add +19.8% | 364,971 | $3.1M |
| Rivernorth Capital Management, LLC | 0.10% | New | 251,339 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -8.9% | 236,331 | $2.0M |
| First Foundation Advisors | 0.08% | No change | 236,087 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 202,034 | $1.7M |
| Logan Stone Capital, LLC | 0.48% | New | 170,598 | $1.4M |
| Bank of America Corp. | 0.00% | Add +34.8% | 163,651 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.5% | 138,191 | $1.2M |
| Regatta Capital Group, LLC | 0.22% | No change | 136,682 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 134,526 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 130,975 | $1.1M |
| Melfa Wealth Management, Inc. | 0.46% | Reduce -0.7% | 81,101 | $685K |
| Wolverine Asset Management LLC | 0.05% | Add +46.9% | 80,597 | $681K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 63,098 | $533K |
| Readystate Asset Management LP | 0.04% | New | 56,459 | $477K |
| Sterling Group Wealth Management, LLC | 0.24% | No change | 53,993 | $456K |
| Nomura Holdings Inc. | 0.00% | New | 40,500 | $342K |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 36,566 | $309K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -7.3% | 34,063 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.9% | 29,688 | $251K |
| Creative Planning | 0.00% | Add +68.8% | 29,469 | $249K |
| US Bancorp \de | 0.00% | No change | 25,867 | $219K |
| Wedbush Securities Inc. | 0.01% | Add +17.4% | 25,764 | $218K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 25,011 | $211K |
| MAI Capital Management | 0.00% | New | 25,000 | $211K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -11.3% | 23,999 | $203K |
| Citadel Advisors | 0.00% | New | 23,450 | $198K |
| Nwam LLC | 0.01% | No change | 20,955 | $177K |
| HighTower Advisors, LLC | 0.00% | Add +14.3% | 20,000 | $169K |
| D.A. Davidson & Co. | 0.00% | No change | 19,256 | $163K |
| Mutual Advisors, LLC | 0.00% | Add +12.6% | 18,752 | $158K |
| DKM Wealth Management, Inc. | 0.14% | — | 18,000 | $152K |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 17,855 | $151K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -10.5% | 17,000 | $144K |
| Susquehanna International Group, LLP | 0.00% | New | 16,617 | $140K |
| HRT Financial LP | 0.00% | New | 15,287 | $129K |
| Ieq Capital, LLC | 0.00% | No change | 15,000 | $127K |
| RB Capital Management, LLC | 0.03% | Add +0.4% | 14,173 | $120K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,730 | $118K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13,000 | $110K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $108K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $99K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $92K |
| Watts Gwilliam & Co., LLC | 0.02% | No change | 10,700 | $91K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $86K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 10,071 | $85K |
| Investor's Fiduciary Advisor Network, LLC | 0.03% | — | 10,176 | $85K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $85K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $85K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 7,542 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $39K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 4,634 | $39K |
| Elequin Capital, LP | 0.01% | New | 4,619 | $39K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 2,885 | $24K |
| Caitlin John, LLC | 0.01% | No change | 900 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 33 | $279 |
"% of holder's portfolio" is NCA's weight in each manager's 13F, not the share of Nuveen California Muni Val the manager owns.