NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 64 filers reported holding NUVEEN CALIF MUN VALUE FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,796 | -3.7% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $25,740 | +0.4% | 2,860 | 0.0% | 0.00% | -50.0% |
| Q4 2023 | $25,626 | +9.1% | 2,860 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $23,481 | -4.0% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,453 | -3.0% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,197 | +4.3% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,167 | – | 2,860 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tortoise Investment Management, LLC | 163,148 | $1,645,000 | 0.42% |
| FIRST FOUNDATION ADVISORS | 654,316 | $6,596,000 | 0.37% |
| Winfield Associates, Inc. | 44,500 | $449,000 | 0.23% |
| 1607 Capital Partners, LLC | 328,439 | $3,311,000 | 0.18% |
| GARRISON POINT ADVISORS, LLC | 17,050 | $172,000 | 0.17% |
| RB Capital Management, LLC | 15,853 | $160,000 | 0.12% |
| HCR Wealth Advisors | 39,247 | $396,000 | 0.11% |
| Castle Rock Wealth Management, LLC | 10,164 | $102,000 | 0.11% |
| Towerpoint Wealth, LLC | 10,000 | $104,000 | 0.07% |
| Paragon Capital Management Ltd | 10,000 | $101,000 | 0.06% |