How many institutions held NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares in Q4 2023?

64 institutional investors reported NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares for Q4 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

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class: Equity / Common Shares
Shares outstanding: 33,203,611
Total 13F shares: 7,222,517
Share change: +53,483
Total reported value: $64,714,949
Price per share: $8.96
Number of holders: 64
Value change: +$490,673
Number of buys: 28
Number of sells: 22

Security key

67062C107

Report period

Q4 2023

Institutions

Top holders

NCA full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2024 Previous quarter: Q3 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: Q1 2024 Previous quarter: Q3 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 Sep 2023

13F Lead comparable stake: 3.4% Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MORGAN STANLEY	13F Company 13F	3.4%	$9,281,372 1,130,496 shares	—	30 Sep 2023
UBS Group AG	13F Company 13F	3.1%	$8,418,772 1,025,429 shares	—	30 Sep 2023
1607 Capital Partners, LLC	13F Company 13F	2%	$5,331,779 649,425 shares	—	30 Sep 2023
GUGGENHEIM CAPITAL LLC	13F Company 13F	1.7%	$4,700,972 572,591 shares	—	30 Sep 2023
WELLS FARGO & COMPANY/MN	13F Company 13F	1.7%	$4,536,132 552,514 shares	—	30 Sep 2023
Advisors Asset Management, Inc.	13F Company 13F	1.6%	$4,418,466 538,181 shares	—	30 Sep 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F Company 13F	1.3%	$3,495,096 425,712 shares	—	30 Sep 2023
Hennion & Walsh Asset Management, Inc.	13F Company 13F	1%	$2,819,010 343,363 shares	—	30 Sep 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	0.62%	$1,702,196 207,332 shares	—	30 Sep 2023
ROYAL BANK OF CANADA	13F Company 13F	0.54%	$1,483,000 180,599 shares	—	30 Sep 2023
BANK OF AMERICA CORP /DE/	13F Company 13F	0.49%	$1,338,172 162,993 shares	—	30 Sep 2023
REGATTA CAPITAL GROUP, LLC	13F Company 13F	0.41%	$1,122,160 136,682 shares	—	30 Sep 2023
Tortoise Investment Management, LLC	13F Company 13F	0.37%	$1,014,682 123,591 shares	—	30 Sep 2023
SWEENEY & MICHEL, LLC	13F Company 13F	0.36%	$1,001,107 120,325 shares	—	30 Sep 2023
Raymond James Financial Services Advisors, Inc.	13F Company 13F	0.36%	$980,126 119,382 shares	—	30 Sep 2023
LPL Financial LLC	13F Company 13F	0.32%	$882,000 107,430 shares	—	30 Sep 2023
MELFA WEALTH MANAGEMENT, INC.	13F Company 13F	0.25%	$681,409 82,997 shares	—	30 Sep 2023
Sterling Group Wealth Management, LLC	13F Company 13F	0.16%	$443,283 53,993 shares	—	30 Sep 2023
OSAIC HOLDINGS, INC.	13F Company 13F	0.16%	$432,898 52,728 shares	—	30 Sep 2023
Allspring Global Investments Holdings, LLC	13F Company 13F	0.14%	$384,375 46,818 shares	—	30 Sep 2023
RAYMOND JAMES & ASSOCIATES	13F Company 13F	0.12%	$323,581 39,413 shares	—	30 Sep 2023
Schechter Investment Advisors, LLC	13F Company 13F	0.12%	$320,034 38,981 shares	—	30 Sep 2023
D.A. DAVIDSON & CO.	13F Company 13F	0.11%	$311,297 37,916 shares	—	30 Sep 2023
Fortress Wealth Management, Inc.	13F Company 13F	0.11%	$292,161 35,586 shares	—	30 Sep 2023
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	13F Company 13F	0.1%	$262,720 32,000 shares	—	30 Sep 2023
B. Riley Wealth Advisors, Inc.	13F Company 13F	0.09%	$233,946 28,395 shares	—	30 Sep 2023
Mission Creek Capital Partners, Inc.	13F Company 13F	0.08%	$205,250 25,000 shares	—	30 Sep 2023
Stratos Wealth Partners, LTD.	13F Company 13F	0.07%	$195,856 23,855 shares	—	30 Sep 2023
Cetera Investment Advisers	13F Company 13F	0.06%	$151,573 18,462 shares	—	30 Sep 2023
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	0.06%	$151,000 18,396 shares	—	30 Sep 2023
Creative Planning	13F Company 13F	0.05%	$143,330 17,458 shares	—	30 Sep 2023
Cetera Advisor Networks LLC	13F Company 13F	0.05%	$142,033 17,300 shares	—	30 Sep 2023
GARRISON POINT ADVISORS, LLC	13F Company 13F	0.05%	$137,082 16,697 shares	—	30 Sep 2023
WEDBUSH SECURITIES INC	13F Company 13F	0.05%	$132,000 16,054 shares	—	30 Sep 2023
RB Capital Management, LLC	13F Company 13F	0.05%	$125,845 15,328 shares	—	30 Sep 2023
IEQ CAPITAL, LLC	13F Company 13F	0.05%	$123,150 15,000 shares	—	30 Sep 2023
Mutual Advisors, LLC	13F Company 13F	0.04%	$117,315 14,289 shares	—	30 Sep 2023
Cerity Partners LLC	13F Company 13F	0.04%	$113,448 13,818 shares	—	30 Sep 2023
HCR Wealth Advisors	13F Company 13F	0.03%	$90,887 11,070 shares	—	30 Sep 2023
Steward Partners Investment Advisory, LLC	13F Company 13F	0.03%	$90,310 11,000 shares	—	30 Sep 2023
Realta Investment Advisors	13F Company 13F	0.03%	$90,305 10,562 shares	—	30 Sep 2023
Perigon Wealth Management, LLC	13F Company 13F	0.03%	$86,698 10,560 shares	—	30 Sep 2023
Cambridge Investment Research Advisors, Inc.	13F Company 13F	0.03%	$85,000 10,405 shares	—	30 Sep 2023
Parallel Advisors, LLC	13F Company 13F	0.01%	$38,218 4,655 shares	—	30 Sep 2023
Hexagon Capital Partners LLC	13F Company 13F	0.01%	$29,860 3,637 shares	—	30 Sep 2023
HOLLENCREST CAPITAL MANAGEMENT	13F Company 13F	0.01%	$23,481 2,860 shares	—	30 Sep 2023
Capital Analysts, LLC	13F Company 13F	0.01%	$22,000 2,735 shares	—	30 Sep 2023
Allworth Financial LP	13F Company 13F	0.01%	$20,525 2,500 shares	—	30 Sep 2023
IFP Advisors, Inc	13F Company 13F	0.01%	$18,883 2,300 shares	—	30 Sep 2023
COMERICA BANK	13F Company 13F	0.01%	$18,070 2,201 shares	—	30 Sep 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 Q4 2023

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

Institutions

7,222,517

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 Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders

Q4 2023 holders

Holder diff

Investor	Q3 2023 Shares	Q4 2023 Shares	Share Diff	Share Chg %	Q3 2023 value	Q4 2023 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend