Cerity Partners LLC - NUVEEN CALIF MUN VALUE FD ownership

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
Cerity Partners LLC ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q2 2024$173,211
-0.2%
19,9780.0%0.00%
Q1 2024$173,610
+40.2%
19,978
+44.6%
0.00%
Q4 2023$123,811
+9.1%
13,8180.0%0.00%
-100.0%
Q3 2023$113,448
-4.0%
13,8180.0%0.00%
Q2 2023$118,146
-3.0%
13,8180.0%0.00%
Q1 2023$121,73913,8180.00%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q4 2023
NameSharesValueWeighting ↓
Tortoise Investment Management, LLC 163,148$1,645,0000.42%
FIRST FOUNDATION ADVISORS 654,316$6,596,0000.37%
Winfield Associates, Inc. 44,500$449,0000.23%
1607 Capital Partners, LLC 328,439$3,311,0000.18%
GARRISON POINT ADVISORS, LLC 17,050$172,0000.17%
RB Capital Management, LLC 15,853$160,0000.12%
HCR Wealth Advisors 39,247$396,0000.11%
Castle Rock Wealth Management, LLC 10,164$102,0000.11%
Towerpoint Wealth, LLC 10,000$104,0000.07%
Paragon Capital Management Ltd 10,000$101,0000.06%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders