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Get Institutions for : 
Nuveen California Municipal Value Fund Inc (NCA)  
$8.68 0.08 (0.93%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    5
Total shares held : 
7,047,747  
% of shares held : 
25.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
23,280  
% of shares held change : 
  0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.86  
Last Quarter's Ending Price : 
$9.00  
Last Quarter's Average Price
$8.88  
Change from last quarter's     
avg. price to the last closing  : 
0.20 (2.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 155,290
 2.2%
 
Increased Positions :
17
 345,776
 4.91%
 
Unchanged Positions :
17
 329,095
 4.67%
 
Decreased Positions :
18
-462,448
-6.56%
 
Closed Positions :
4
-15,338
-0.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3056 - 2024-03-31 1,507,007 $13,563,000 201,079
   UBS Group AG 1627 - 2024-03-31 1,067,301 $9,606,000 85,243
   GUGGENHEIM CAPITAL LLC 484 - 2024-03-31 672,371 $6,051,000 34,733
   FIXED INCOME SECURITIES INC 254 - 2024-03-31 595,091 $5,356,000 62,261
   LPL FINANCIAL CORP 2553 - 2024-03-31 207,002 $1,863,000 94,738
   BANK OF AMERICA CORP /DE/ 3767 - 2024-03-31 171,157 $1,540,000 3,203
   Advisor Group Holdings Inc. 2979 - 2024-03-31 51,466 $463,000 1,497
   Fortress Wealth Management Inc. 49 - 2024-03-31 50,193 $452,000 472
   Cetera Investment Advisers 2830 - 2024-03-31 40,859 $368,000 21,470
   FINANCIAL NETWORK 2578 - 2024-03-31 22,490 $202,000 3,690
   Miracle Mile Advisors LLC 479 - 2024-03-31 20,000 $180,000 3,000
   HPM Partners LLC 2126 - 2024-03-31 19,978 $174,000 6,160
   Mutual Advisors LLC 1047 - 2024-03-31 14,474 $130,000 91
   RB Capital Management LLC 176 - 2024-03-31 13,991 $126,000 59
   MARINER WEALTH ADVISORS, LLC 2891 - 2024-03-31 13,376 $120,000 42
   HANSON MCCLAIN, INC. 1051 - 2024-03-31 10,000 $90,000 7,500
   Capital Analysts Inc. 771 - 2024-03-31 2,791 $25,000 18
   IFP Advisors Inc 1848 - 2023-12-31 2,316 $21,000 16
   FNY Investment Advisers LLC 502 - 2024-03-31 500 $4,000 500

  19 Records found
  1    
  Page 1 of 1
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