How many institutions held NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares in Q3 2023?

55 institutional investors reported NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares for Q3 2023. Use the holders table for investor-level position and value details.

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (NCA)

Q: What does CUSIP 67062C107 represent in this 13F holders report?

CUSIP 67062C107 is the security identifier for NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares used to aggregate holder disclosures.

CUSIP: 67062C107

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class: Equity / Common Shares
Shares outstanding: 33,203,611
Total 13F shares: 7,136,882
Share change: +121,251
Total reported value: $58,611,523
Price per share: $8.21
Number of holders: 55
Value change: +$990,513
Number of buys: 21
Number of sells: 14

Security key

67062C107

Report period

Q3 2023

Institutions

Top holders

NCA full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2023 Previous quarter: Q2 2023 NUVEEN CALIFORNIA MUNICIPAL VALUE FUND SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 67062C107

Newer quarter: Q4 2023 Previous quarter: Q2 2023

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

MORGAN STANLEY

13D/G signal

—

Evidence rows

Latest as of

30 Jun 2023

13F Lead comparable stake: 3.1% Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MORGAN STANLEY	13F Company 13F	3.1%	$8,681,559 1,015,387 shares	—	30 Jun 2023
UBS Group AG	13F Company 13F	2.7%	$7,710,262 901,785 shares	—	30 Jun 2023
1607 Capital Partners, LLC	13F Company 13F	2%	$5,552,584 649,425 shares	—	30 Jun 2023
GUGGENHEIM CAPITAL LLC	13F Company 13F	1.8%	$5,157,377 603,202 shares	—	30 Jun 2023
WELLS FARGO & COMPANY/MN	13F Company 13F	1.6%	$4,536,687 530,606 shares	—	30 Jun 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F Company 13F	1.6%	$4,469,128 522,705 shares	—	30 Jun 2023
Advisors Asset Management, Inc.	13F Company 13F	1.6%	$4,439,374 519,225 shares	—	30 Jun 2023
Hennion & Walsh Asset Management, Inc.	13F Company 13F	0.9%	$2,549,000 298,071 shares	—	30 Jun 2023

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
FIRST FOUNDATION ADVISORS	13F Company 13F	0.56%	$1,597,567 186,850 shares	—	30 Jun 2023
BANK OF AMERICA CORP /DE/	13F Company 13F	0.53%	$1,501,107 175,568 shares	—	30 Jun 2023
Tortoise Investment Management, LLC	13F Company 13F	0.51%	$1,434,912 167,826 shares	—	30 Jun 2023
ROYAL BANK OF CANADA	13F Company 13F	0.48%	$1,358,000 158,801 shares	—	30 Jun 2023
REGATTA CAPITAL GROUP, LLC	13F Company 13F	0.41%	$1,168,632 136,682 shares	—	30 Jun 2023
SWEENEY & MICHEL, LLC	13F Company 13F	0.36%	$1,021,349 118,762 shares	—	30 Jun 2023
Raymond James Financial Services Advisors, Inc.	13F Company 13F	0.36%	$1,014,381 118,641 shares	—	30 Jun 2023
Allspring Global Investments Holdings, LLC	13F Company 13F	0.31%	$884,104 103,404 shares	—	30 Jun 2023
LPL Financial LLC	13F Company 13F	0.31%	$875,897 102,444 shares	—	30 Jun 2023
MELFA WEALTH MANAGEMENT, INC.	13F Company 13F	0.25%	$720,332 84,249 shares	—	30 Jun 2023
OSAIC HOLDINGS, INC.	13F Company 13F	0.19%	$526,034 61,525 shares	—	30 Jun 2023
Sterling Group Wealth Management, LLC	13F Company 13F	0.16%	$461,640 53,993 shares	—	30 Jun 2023
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	13F Company 13F	0.14%	$410,400 48,000 shares	—	30 Jun 2023
Schechter Investment Advisors, LLC	13F Company 13F	0.12%	$333,288 38,981 shares	—	30 Jun 2023
Fortress Wealth Management, Inc.	13F Company 13F	0.11%	$301,221 35,231 shares	—	30 Jun 2023
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	0.09%	$267,000 31,242 shares	—	30 Jun 2023
D.A. DAVIDSON & CO.	13F Company 13F	0.09%	$263,851 30,859 shares	—	30 Jun 2023
B. Riley Wealth Advisors, Inc.	13F Company 13F	0.09%	$243,601 28,395 shares	—	30 Jun 2023
Mission Creek Capital Partners, Inc.	13F Company 13F	0.08%	$213,750 25,000 shares	—	30 Jun 2023
GARRISON POINT ADVISORS, LLC	13F Company 13F	0.06%	$162,852 19,047 shares	—	30 Jun 2023
RAYMOND JAMES & ASSOCIATES	13F Company 13F	0.06%	$161,706 18,913 shares	—	30 Jun 2023
Stratos Wealth Partners, LTD.	13F Company 13F	0.06%	$159,278 18,629 shares	—	30 Jun 2023
Cetera Investment Advisers	13F Company 13F	0.06%	$157,850 18,462 shares	—	30 Jun 2023
Cetera Advisor Networks LLC	13F Company 13F	0.06%	$156,465 18,300 shares	—	30 Jun 2023
Creative Planning	13F Company 13F	0.05%	$149,266 17,458 shares	—	30 Jun 2023
WEDBUSH SECURITIES INC	13F Company 13F	0.05%	$137,000 16,054 shares	—	30 Jun 2023
Cerity Partners LLC	13F Company 13F	0.04%	$118,146 13,818 shares	—	30 Jun 2023
RB Capital Management, LLC	13F Company 13F	0.04%	$118,076 13,810 shares	—	30 Jun 2023
Mutual Advisors, LLC	13F Company 13F	0.04%	$103,443 12,099 shares	—	30 Jun 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F Company 13F	0.03%	$97,701 11,427 shares	—	30 Jun 2023
HCR Wealth Advisors	13F Company 13F	0.03%	$93,876 10,980 shares	—	30 Jun 2023
Realta Investment Advisors	13F Company 13F	0.03%	$90,305 10,562 shares	—	30 Jun 2023
Perigon Wealth Management, LLC	13F Company 13F	0.03%	$90,288 10,560 shares	—	30 Jun 2023
Cambridge Investment Research Advisors, Inc.	13F Company 13F	0.03%	$89,000 10,405 shares	—	30 Jun 2023
IEQ CAPITAL, LLC	13F Company 13F	0.03%	$85,500 10,000 shares	—	30 Jun 2023
Steward Partners Investment Advisory, LLC	13F Company 13F	0.03%	$84,645 9,900 shares	—	30 Jun 2023
Parallel Advisors, LLC	13F Company 13F	0.01%	$39,800 4,655 shares	—	30 Jun 2023
Hexagon Capital Partners LLC	13F Company 13F	0.01%	$31,096 3,637 shares	—	30 Jun 2023
HOLLENCREST CAPITAL MANAGEMENT	13F Company 13F	0.01%	$24,453 2,860 shares	—	30 Jun 2023
Capital Analysts, LLC	13F Company 13F	0.01%	$23,000 2,708 shares	—	30 Jun 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F Company 13F	0.01%	$23,085 2,700 shares	—	30 Jun 2023
Allworth Financial LP	13F Company 13F	0.01%	$21,375 2,500 shares	—	30 Jun 2023

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

7,136,882

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders

Q3 2023 holders

Holder diff

-2

Investor	Q2 2023 Shares	Q3 2023 Shares	Share Diff	Share Chg %	Q2 2023 value	Q3 2023 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend