Schechter Investment Advisors, LLC - 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
Schechter Investment Advisors, LLC ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q3 2023$320,034
-52.0%
38,981
-50.0%
0.03%
+3.3%
Q2 2023$666,576
+94.1%
77,962
+100.0%
0.03%
-6.2%
Q1 2023$343,423
-47.9%
38,981
-50.0%
0.03%
+6.7%
Q4 2022$658,778
+99.6%
77,962
+94.9%
0.03%
-9.1%
Q3 2022$330,000
-5.4%
40,0000.0%0.03%
-2.9%
Q2 2022$349,000
-4.6%
40,0000.0%0.03%0.0%
Q1 2022$366,000
-10.7%
40,000
-1.2%
0.03%
-8.1%
Q4 2021$410,00040,4830.04%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q3 2022
NameSharesValueWeighting ↓
FIRST FOUNDATION ADVISORS 284,070$3,091,0000.21%
Montecito Bank & Trust 17,975$196,0000.09%
Paragon Capital Management Ltd 10,000$109,0000.07%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,000$109,0000.07%
Cetera Advisor Networks LLC 46,105$502,0000.03%
Gemmer Asset Management LLC 4,688$51,0000.03%
Efficient Market Advisors, LLC 11,250$122,0000.03%
IFP Advisors, Inc 24,754$269,0000.02%
GUGGENHEIM CAPITAL LLC 293,614$3,195,0000.01%
WESPAC Advisors SoCal, LLC 990$10,0000.01%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders