Nuveen California Muni ValNCA
13F holders, Q3 2025 (September 30)57holders +2
4new positions
2sold out
$8.90avg. 13F price*
At the end of Q3 2025, 57 institutions reported holding Nuveen California Muni Val (NCA) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($16.1M), UBS Group AG ($11.5M) and Advisors Asset Management, Inc. ($6.8M).
- Company
- Nuveen California Muni Val
- CUSIP
- 67062C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $683K |
| Exits | 2 | $224K |
All 13F filers, Q2 2025 → Q3 2025: 449,933 shares bought and 285,874 shares sold, net +164,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Morgan Stanley | 0.00% | Add +1.0% | 1,812,756 | $16.1M |
| UBS Group AG | 0.00% | Add +12.9% | 1,291,449 | $11.5M |
| Advisors Asset Management, Inc. | 0.12% | Add +16.0% | 764,596 | $6.8M |
| Guggenheim Capital LLC | 0.05% | Reduce -0.1% | 710,499 | $6.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 305,686 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +14.9% | 298,195 | $2.7M |
| LPL Financial LLC | 0.00% | Add +1.1% | 291,521 | $2.6M |
| 1607 Capital Partners, LLC | 0.17% | Reduce -23.9% | 255,520 | $2.3M |
| First Foundation Advisors | 0.05% | Reduce -26.7% | 159,193 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 141,178 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 140,325 | $1.2M |
| Regatta Capital Group, LLC | 0.19% | No change | 136,682 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -19.3% | 95,980 | $854K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 81,101 | $722K |
| Atlas Private Wealth Advisors | 0.17% | Reduce -21.0% | 79,783 | $710K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -41.4% | 78,905 | $702K |
| Sweeney & Michel, LLC | 0.23% | Add +0.2% | 76,262 | $676K |
| Jones Financial Companies LLLP | 0.00% | Add +41.7% | 63,962 | $558K |
| Sterling Group Wealth Management, LLC | 0.24% | No change | 53,993 | $481K |
| Cetera Investment Advisers | 0.00% | Add +14.6% | 40,819 | $363K |
| Arlington Financial Advisors, LLC | 0.05% | New | 40,000 | $356K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 39,342 | $353K |
| Osaic Holdings, Inc. | 0.00% | Add +102.4% | 38,816 | $338K |
| Wedbush Securities Inc. | 0.01% | Add +22.9% | 33,764 | $300K |
| D.A. Davidson & Co. | 0.00% | Add +2.7% | 27,697 | $247K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 27,170 | $242K |
| HighTower Advisors, LLC | 0.00% | Add +10.0% | 26,400 | $235K |
| US Bancorp \de | 0.00% | No change | 25,867 | $230K |
| Arax Advisory Partners | 0.00% | No change | 25,011 | $223K |
| MAI Capital Management | 0.00% | No change | 24,300 | $216K |
| Nwam LLC | 0.01% | No change | 20,955 | $187K |
| Creative Planning | 0.00% | No change | 20,712 | $184K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 20,500 | $182K |
| DKM Wealth Management, Inc. | 0.13% | No change | 18,000 | $160K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 17,000 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 16,606 | $148K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,621 | $122K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | No change | 13,176 | $117K |
| RB Capital Management, LLC | 0.02% | Add +0.4% | 12,830 | $114K |
| Farther Finance Advisors, LLC | 0.00% | No change | 12,786 | $114K |
| Ieq Capital, LLC | 0.00% | Add +18.9% | 12,610 | $112K |
| Summitry LLC | 0.00% | New | 12,500 | $111K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.0% | 12,205 | $109K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 11,772 | $105K |
| Watts Gwilliam & Co., LLC | 0.02% | No change | 11,700 | $104K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.5% | 11,330 | $101K |
| Corient Private Wealth LP | 0.00% | No change | 10,901 | $97K |
| James Investment Research, Inc. | 0.01% | No change | 10,230 | $91K |
| PFG Investments, LLC | 0.00% | Add +1.0% | 10,137 | $90K |
| Garrison Point Advisors, LLC | 0.04% | No change | 10,000 | $89K |
| Allworth Financial LP | 0.00% | No change | 7,500 | $67K |
| Comerica Bank | 0.00% | No change | 7,110 | $63K |
| Parallel Advisors, LLC | 0.00% | No change | 4,655 | $41K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -71.6% | 3,830 | $34K |
| Advisory Services Network, LLC | 0.00% | New | 3,727 | $33K |
| WFA of San Diego, LLC | 0.01% | No change | 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.