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Get Institutions for : 
Nuveen California Municipal Value Fund Inc (NCA)  
$8.59 0.13 (1.49%) as of 4:30 Tue 5/21


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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 : 
 $8.14  
Last Quarter's Ending Price : 
 $8.96  
Last Quarter's Average Price : 
 $8.37  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (2.63%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   WELLS FARGO & CO/MN 2116 - 2024-03-31 434,301 $3,909,000 -86,161
   1607 CAPITAL PARTNERS, LLC 77 - 2024-03-31 419,227 $3,773,000 -201,746
   Hennion & Walsh Asset Management Inc. 157 - 2024-03-31 354,742 $3,193,000 -9,330
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 122 - 2024-03-31 208,177 $1,874,000 0
   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
   ROYAL BANK OF CANADA 2700 - 2024-03-31 167,180 $1,505,000 -15,365
   REGATTA CAPITAL GROUP LLC 62 - 2024-03-31 136,682 $1,230,000 0
   BANK OF NEW YORK MELLON CORP 3055 *New 2024-03-31 129,209 $1,163,000 129,209
   SWEENEY & MICHEL LLC 51 - 2024-03-31 94,146 $815,000 -26,179
   Tortoise Investment Management LLC 126 - 2024-03-31 85,796 $772,000 -19,449
   MELFA WEALTH MANAGEMENT LLC 50 - 2024-03-31 82,805 $745,000 -64
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2227 - 2024-03-31 82,638 $744,000 -19,878
   RIVERNORTH CAPITAL MANAGEMENT, INC. 210 - 2024-03-31 69,252 $623,000 -136,662
   RAYMOND JAMES & ASSOCIATES 2915 - 2024-03-31 66,913 $602,000 0
   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
   Schechter Investment Advisors LLC 484 - 2024-03-31 35,021 $315,000 -3,360
   VIRTU FINANCIAL LLC 614 *New 2023-12-31 32,391 $290,000 32,391
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 553 - 2024-03-31 29,498 $265,000 -23,254
   US BANCORP 1912 - 2024-03-31 26,019 $234,000 -348
   NATIONAL ASSET MANAGEMENT, INC. 1179 - 2024-03-31 28,395 $234,000 0
   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
   DEUTSCHE BANK AG 2808 *New 2024-03-31 19,537 $176,000 19,537
   HPM Partners LLC 2126 - 2024-03-31 19,978 $174,000 6,160
   DAVIDSON D A & CO 1296 - 2024-03-31 19,256 $173,000 -8,322
   OSBORNE PARTNERS CAPITAL MANAGEMENT 200 - 2024-03-31 19,000 $171,000 -5,400
   Cetera Investment Advisers 1672 - 2024-03-31 18,369 $165,000 -1,020
   We Are One Seven LLC 861 - 2024-03-31 18,136 $163,000 0
   Stratos Wealth Partners LTD. 1286 - 2024-03-31 17,768 $160,000 -7,012
   CREATIVE PLANNING 2608 - 2024-03-31 17,458 $157,000 0
   WEDBUSH MORGAN SECURITIES INC 1150 - 2024-03-31 16,054 $144,000 0
   IEQ CAPITAL LLC 908 - 2024-03-31 16,000 $144,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3678 - 2024-03-31 15,597 $140,000 0
   GARRISON POINT ADVISORS LLC 149 - 2024-03-31 14,700 $132,000 -1,997
   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
   GAMBLE JONES MORPHY & BENT 197 - 2022-12-31 13,818 $117,000 0
   MISSION CREEK CAPITAL PARTNERS INC 235 - 2024-03-31 12,500 $113,000 0
   HIGHTOWER ADVISORS, LLC 3066 - 2024-03-31 12,000 $108,000 -2,204
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 144 - 2024-03-31 11,772 $106,000 0
   JANNEY MONTGOMERY SCOTT LLC 2630 - 2024-03-31 11,500 $104,000 0
   Steward Partners Investment Advisory LLC 1769 - 2024-03-31 11,000 $99,000 0
   Coastal Investment Advisors Inc. 485 - 2024-03-31 10,562 $95,000 0
   Perigon Wealth Management LLC 830 - 2024-03-31 10,560 $95,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3135 - 2024-03-31 10,405 $94,000 0
   HANSON MCCLAIN, INC. 1051 - 2024-03-31 10,000 $90,000 7,500
   Watts Gwilliam & Co. LLC 172 - 2024-03-31 10,200 $88,000 0
   Parallel Advisors LLC 1572 - 2024-03-31 4,655 $42,000 0
   Hexagon Capital Partners LLC 525 - 2024-03-31 3,637 $33,000 0
   HOLLENCREST SECURITIES LLC 588 - 2024-03-31 2,860 $26,000 0
   Capital Analysts Inc. 771 - 2024-03-31 2,791 $25,000 18
   IFP Advisors Inc 1848 - 2023-12-31 2,316 $21,000 16
   Scarborough Advisors LLC 158 - 2024-03-31 2,250 $20,000 0
   COMERICA BANK 3037 - 2024-03-31 1,918 $17,000 0
   Allspring Global Investments Holdings LLC 2163 - 2024-03-31 918 $8,000 0
   CALDWELL SUTTER CAPITAL INC. 606 - 2024-03-31 647 $6,000 -453
   FNY Investment Advisers LLC 502 - 2024-03-31 500 $4,000 500
   J P MORGAN CHASE & CO 5402 *Closed 2024-03-31 0 $0 -1,987
   Sterling Group Wealth Management LLC 7 *Closed 2024-03-31 0 $0 -53,993
   BARTLETT & CO. LLC 1161 *Closed 2023-12-31 0 $0 -1,884
   NOMURA HOLDINGS INC 1035 *Closed 2024-03-31 0 $0 -22,650
   LM Advisors LLC 422 *Closed 2024-03-31 0 $0 -17,114
   PROEQUITIES INC. 5791 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 3118 *Closed 2024-03-31 0 $0 -3,727
  71 Records found
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  Page 1 of 1
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