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Get Institutions for : 
Nuveen California Municipal Value Fund Inc (NCA)  
$8.67 0.02 (0.23%) as of 4:30 Fri 5/17


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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  : 
0.30 (3.58%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 122 - 2024-03-31 208,177 $1,874,000 0
   REGATTA CAPITAL GROUP LLC 62 - 2024-03-31 136,682 $1,230,000 0
   RAYMOND JAMES & ASSOCIATES 2915 - 2024-03-31 66,913 $602,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1125 - 2023-12-31 28,395 $254,000 0
   CREATIVE PLANNING 2487 - 2023-12-31 17,458 $156,000 0
   IEQ CAPITAL LLC 908 - 2024-03-31 16,000 $144,000 0
   WEDBUSH MORGAN SECURITIES INC 1005 - 2023-12-31 16,054 $144,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3678 - 2024-03-31 15,597 $140,000 0
   HPM Partners LLC - 2023-12-31 13,818 $124,000 0
   GAMBLE JONES MORPHY & BENT 197 - 2022-12-31 13,818 $117,000 0
   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 1699 - 2023-12-31 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
   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
   Scarborough Advisors LLC 158 - 2024-03-31 2,250 $20,000 0
   Allspring Global Investments Holdings LLC 2163 - 2024-03-31 918 $8,000 0
   PROEQUITIES INC. 5791 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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