NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 55 filers reported holding NUVEEN CALIF MUN VALUE FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $97,701 | -43.4% | 11,427 | -41.6% | 0.00% | – |
| Q1 2023 | $172,526 | +3.3% | 19,583 | +2.4% | 0.00% | – |
| Q2 2022 | $167,000 | -8.7% | 19,130 | -4.3% | 0.00% | – |
| Q1 2022 | $183,000 | -18.3% | 19,997 | -3.9% | 0.00% | – |
| Q4 2020 | $224,000 | -45.9% | 20,802 | -49.5% | 0.00% | – |
| Q2 2019 | $414,000 | +191.5% | 41,229 | +165.3% | 0.00% | – |
| Q4 2018 | $142,000 | -19.3% | 15,542 | -17.3% | 0.00% | – |
| Q3 2018 | $176,000 | – | 18,803 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coe Capital Management, LLC | 40,483 | $437,000 | 0.48% |
| FIRST FOUNDATION ADVISORS | 648,262 | $7,001,000 | 0.31% |
| Tortoise Investment Management, LLC | 112,898 | $1,219,000 | 0.28% |
| Winfield Associates, Inc. | 51,800 | $559,000 | 0.24% |
| GARRISON POINT ADVISORS, LLC | 18,550 | $200,000 | 0.16% |
| RB Capital Management, LLC | 21,484 | $232,000 | 0.11% |
| HCR Wealth Advisors | 47,381 | $512,000 | 0.11% |
| Mission Creek Capital Partners, Inc. | 29,500 | $319,000 | 0.10% |
| Paragon Capital Management Ltd | 15,000 | $162,000 | 0.09% |
| Castle Rock Wealth Management, LLC | 16,045 | $176,000 | 0.07% |