IFP Advisors, Inc - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 57 filers reported holding NUVEEN CALIF MUN VALUE FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q3 2023$18,883
-54.5%
2,300
-50.0%
0.00%0.0%
Q2 2023$41,515
+90.0%
4,600
+100.0%
0.00%0.0%
Q1 2023$21,850
-86.2%
2,300
-86.1%
0.00%
-95.5%
Q1 2019$158,000
-62.6%
16,503
-64.4%
0.02%
-15.4%
Q4 2018$423,000
-8.8%
46,353
-6.5%
0.03%
+36.8%
Q3 2018$464,000
+0.4%
49,596
+1.8%
0.02%0.0%
Q2 2018$462,000
-3.8%
48,718
+3.4%
0.02%
-13.6%
Q1 2018$480,0000.0%47,1290.0%0.02%0.0%
Q4 2017$480,000
-21.4%
47,129
-18.7%
0.02%
-8.3%
Q3 2017$611,000
+12.3%
57,990
+9.3%
0.02%
+4.3%
Q2 2017$544,000
+5.2%
53,037
+3.3%
0.02%0.0%
Q1 2017$517,000
+22.2%
51,320
+26.6%
0.02%
+15.0%
Q4 2016$423,000
-31.6%
40,543
-26.0%
0.02%
-37.5%
Q3 2016$618,000
+75.6%
54,778
+74.2%
0.03%
+60.0%
Q2 2016$352,000
+122.8%
31,445
+90.5%
0.02%
-9.1%
Q1 2016$158,000
-41.3%
16,503
-33.3%
0.02%
+22.2%
Q4 2015$269,00024,7540.02%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q2 2023
NameSharesValueWeighting ↓
Coe Capital Management, LLC 40,483$437,0000.48%
FIRST FOUNDATION ADVISORS 648,262$7,001,0000.31%
Tortoise Investment Management, LLC 112,898$1,219,0000.28%
Winfield Associates, Inc. 51,800$559,0000.24%
GARRISON POINT ADVISORS, LLC 18,550$200,0000.16%
RB Capital Management, LLC 21,484$232,0000.11%
HCR Wealth Advisors 47,381$512,0000.11%
Mission Creek Capital Partners, Inc. 29,500$319,0000.10%
Paragon Capital Management Ltd 15,000$162,0000.09%
Castle Rock Wealth Management, LLC 16,045$176,0000.07%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders