Nuveen California Muni ValNCA
13F holders, Q2 2025 (June 30)55holders +1
6new positions
4sold out
$8.68avg. 13F price*
At the end of Q2 2025, 55 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, up 1 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($15.6M), UBS Group AG ($9.9M) and Guggenheim Capital LLC ($6.2M).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $821K |
| Exits | 4 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 410,659 shares bought and 467,160 shares sold, net −56,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Add +3.9% | 1,794,232 | $15.6M |
| UBS Group AG | 0.00% | Reduce -3.0% | 1,143,697 | $9.9M |
| Guggenheim Capital LLC | 0.05% | Add +10.4% | 711,069 | $6.2M |
| Advisors Asset Management, Inc. | 0.10% | Add +3.3% | 658,926 | $5.7M |
| 1607 Capital Partners, LLC | 0.24% | Reduce -11.6% | 335,648 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.7% | 305,948 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 288,325 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +16.4% | 259,502 | $2.3M |
| First Foundation Advisors | 0.07% | Reduce -7.3% | 217,202 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 150,373 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +9.0% | 138,046 | $1.2M |
| Regatta Capital Group, LLC | 0.20% | No change | 136,682 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 134,526 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 118,984 | $1.0M |
| Atlas Private Wealth Advisors | 0.11% | Add +208.5% | 100,988 | $877K |
| Melfa Wealth Management, Inc. | 0.44% | No change | 81,101 | $704K |
| Sweeney & Michel, LLC | 0.23% | Add +0.2% | 76,124 | $655K |
| Sterling Group Wealth Management, LLC | 0.26% | No change | 53,993 | $469K |
| Jones Financial Companies LLLP | 0.00% | Add +62.3% | 45,131 | $385K |
| Mutual Advisors, LLC | 0.01% | Add +40.6% | 39,150 | $330K |
| Cetera Investment Advisers | 0.00% | Reduce -7.5% | 35,621 | $309K |
| Wedbush Securities Inc. | 0.01% | Add +1.9% | 27,464 | $238K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 27,047 | $235K |
| D.A. Davidson & Co. | 0.00% | Add +40.0% | 26,966 | $234K |
| US Bancorp \de | 0.00% | No change | 25,867 | $225K |
| Arax Advisory Partners | 0.01% | New | 25,011 | $217K |
| MAI Capital Management | 0.00% | No change | 24,300 | $211K |
| HighTower Advisors, LLC | 0.00% | No change | 24,000 | $208K |
| Susquehanna International Group, LLP | 0.00% | New | 22,980 | $199K |
| Nwam LLC | 0.01% | No change | 20,955 | $182K |
| Creative Planning | 0.00% | Reduce -12.2% | 20,712 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 19,177 | $166K |
| DKM Wealth Management, Inc. | 0.13% | No change | 18,000 | $156K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.0% | 16,200 | $141K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,621 | $119K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -49.4% | 13,473 | $117K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | New | 13,176 | $114K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,800 | $111K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $111K |
| RB Capital Management, LLC | 0.03% | Add +0.4% | 12,781 | $111K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 12,082 | $105K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $102K |
| Watts Gwilliam & Co., LLC | 0.02% | No change | 11,700 | $102K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $95K |
| Ieq Capital, LLC | 0.00% | New | 10,604 | $92K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $89K |
| PFG Investments, LLC | 0.01% | New | 10,034 | $87K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $87K |
| Allworth Financial LP | 0.00% | Reduce -25.0% | 7,500 | $65K |
| Comerica Bank | 0.00% | No change | 7,110 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $40K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 2,934 | $25K |
| WFA of San Diego, LLC | 0.01% | — | 1,500 | $13K |
| FNY Investment Advisers, LLC | 0.00% | No change | 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.