Nuveen California Muni ValNCA
13F holders, Q1 2025 (March 31)54holders −7
5new positions
14sold out
1famous investor
$8.65avg. 13F price*
At the end of Q1 2025, 54 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, down 7 from Q4 2024. 5 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($14.9M), UBS Group AG ($10.2M) and Guggenheim Capital LLC ($5.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $493K |
| Exits | 14 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 479,489 shares bought and 674,393 shares sold, net −194,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Add +6.4% | 1,727,763 | $14.9M |
| UBS Group AG | 0.00% | Add +0.3% | 1,178,860 | $10.2M |
| Guggenheim Capital LLC | 0.05% | Add +3.8% | 643,844 | $5.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +9.9% | 638,123 | $5.5M |
| 1607 Capital Partners, LLC | 0.26% | Add +4.0% | 379,495 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 335,211 | $2.9M |
| LPL Financial LLC | 0.00% | Add +45.6% | 294,124 | $2.5M |
| First Foundation Advisors | 0.08% | Reduce -0.7% | 234,392 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -5.6% | 223,042 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 144,263 | $1.2M |
| Wolverine Asset Management LLC | 0.09% | Add +76.9% | 142,542 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 138,628 | $1.2M |
| Regatta Capital Group, LLC | 0.23% | No change | 136,682 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 134,526 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 126,696 | $1.1M |
| Logan Stone Capital, LLC | 0.37% | Reduce -45.7% | 92,578 | $801K |
| Melfa Wealth Management, Inc. | 0.47% | No change | 81,101 | $702K |
| Sweeney & Michel, LLC | 0.28% | — | 75,987 | $637K |
| Sterling Group Wealth Management, LLC | 0.25% | No change | 53,993 | $467K |
| Landscape Capital Management, L.L.C. | 0.03% | Add +78.8% | 42,914 | $371K |
| Cetera Investment Advisers | 0.00% | Add +5.4% | 38,530 | $333K |
| Atlas Private Wealth Advisors | 0.04% | New | 32,732 | $283K |
| Jones Financial Companies LLLP | 0.00% | Add +55.7% | 27,805 | $240K |
| Mutual Advisors, LLC | 0.01% | Add +48.5% | 27,850 | $233K |
| Wedbush Securities Inc. | 0.01% | Add +4.7% | 26,964 | $233K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 26,925 | $233K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -21.9% | 26,608 | $230K |
| US Bancorp \de | 0.00% | No change | 25,867 | $224K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 25,011 | $216K |
| MAI Capital Management | 0.00% | Reduce -2.8% | 24,300 | $210K |
| HighTower Advisors, LLC | 0.00% | Add +20.0% | 24,000 | $208K |
| Creative Planning | 0.00% | Reduce -20.0% | 23,580 | $204K |
| Nwam LLC | 0.02% | No change | 20,955 | $181K |
| D.A. Davidson & Co. | 0.00% | No change | 19,256 | $167K |
| Osaic Holdings, Inc. | 0.00% | Add +141.0% | 18,177 | $157K |
| DKM Wealth Management, Inc. | 0.15% | No change | 18,000 | $156K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $147K |
| Citadel Advisors | 0.00% | Reduce -28.3% | 16,808 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.4% | 15,000 | $130K |
| First Manhattan Co. Llc. | 0.00% | New | 13,621 | $118K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $111K |
| RB Capital Management, LLC | 0.03% | Reduce -10.2% | 12,731 | $110K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.1% | 12,076 | $104K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $102K |
| Watts Gwilliam & Co., LLC | 0.02% | Add +9.3% | 11,700 | $101K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $94K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $88K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $87K |
| Allworth Financial LP | 0.00% | No change | 10,000 | $83K |
| Comerica Bank | 0.00% | New | 7,110 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $40K |
| Olde Wealth Management, LLC | 0.01% | New | 2,999 | $26K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 2,904 | $25K |
| 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.