Creative Planning - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 54 filers reported holding NUVEEN CALIF MUN VALUE FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q3 2023$143,330
-4.0%
17,4580.0%0.00%
Q2 2023$149,266
-3.0%
17,4580.0%0.00%
Q1 2023$153,805
+4.3%
17,4580.0%0.00%
Q4 2022$147,520
+2.4%
17,4580.0%0.00%
Q3 2022$144,000
-5.3%
17,4580.0%0.00%
Q2 2022$152,000
-11.1%
17,458
-6.3%
0.00%
Q1 2022$171,000
-14.1%
18,626
-5.2%
0.00%
Q4 2021$199,000
-3.9%
19,6500.0%0.00%
Q3 2021$207,000
-1.4%
19,6500.0%0.00%
Q2 2021$210,000
+3.4%
19,650
-1.0%
0.00%
Q1 2021$203,000
-5.1%
19,8500.0%0.00%
Q4 2020$214,0000.0%19,8500.0%0.00%
-100.0%
Q3 2020$214,000
+4.4%
19,850
-1.0%
0.00%0.0%
Q2 2020$205,000
+2.0%
20,0500.0%0.00%0.0%
Q1 2020$201,000
-1.0%
20,050
+5.4%
0.00%0.0%
Q4 2019$203,000
+0.5%
19,0260.0%0.00%0.0%
Q3 2019$202,000
+5.2%
19,0260.0%0.00%0.0%
Q2 2019$192,000
+5.5%
19,0260.0%0.00%0.0%
Q1 2019$182,000
+658.3%
19,026
+729.7%
0.00%
Q2 2017$24,000
+71.4%
2,293
+63.8%
0.00%
Q1 2017$14,000
-6.7%
1,4000.0%0.00%
Q4 2016$15,000
-6.2%
1,4000.0%0.00%
Q3 2016$16,0000.0%1,4000.0%0.00%
Q2 2016$16,000
+6.7%
1,4000.0%0.00%
Q1 2016$15,0000.0%1,4000.0%0.00%
Q4 2015$15,0000.0%1,4000.0%0.00%
Q3 2015$15,000
-58.3%
1,400
-58.8%
0.00%
Q1 2015$36,000
+140.0%
3,400
+142.9%
0.00%
Q4 2014$15,000
+400.0%
1,400
+278.4%
0.00%
Q3 2013$3,0003700.00%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q3 2022
NameSharesValueWeighting ↓
Coe Capital Management, LLC 55,498$567,0000.84%
FIRST FOUNDATION ADVISORS 712,395$7,281,0000.38%
Tortoise Investment Management, LLC 131,375$1,343,0000.35%
Winfield Associates, Inc. 50,200$513,0000.26%
Mission Creek Capital Partners, Inc. 38,700$396,0000.21%
GARRISON POINT ADVISORS, LLC 18,550$190,0000.19%
HCR Wealth Advisors 47,257$482,0000.11%
Castle Rock Wealth Management, LLC 14,177$152,0000.09%
RB Capital Management, LLC 15,803$162,0000.09%
Paragon Capital Management Ltd 15,000$153,0000.07%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders