NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 59 filers reported holding NUVEEN CALIF MUN VALUE FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $718,250 | -3.6% | 82,843 | +0.0% | 0.50% | -6.7% |
| Q1 2024 | $745,242 | +0.4% | 82,805 | -0.1% | 0.54% | -23.0% |
| Q4 2023 | $742,502 | +9.0% | 82,869 | -0.2% | 0.70% | -5.7% |
| Q3 2023 | $681,409 | -5.4% | 82,997 | -1.5% | 0.74% | +1.5% |
| Q2 2023 | $720,332 | -2.8% | 84,249 | +0.1% | 0.73% | -1.5% |
| Q1 2023 | $741,132 | +2.3% | 84,124 | -1.9% | 0.74% | -2.1% |
| Q4 2022 | $724,469 | – | 85,737 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC. | 82,843 | $718,250 | 0.50% |
| SWEENEY & MICHEL, LLC | 88,285 | $769,842 | 0.33% |
| 1607 Capital Partners, LLC | 407,927 | $3,536,727 | 0.32% |
| Sterling Group Wealth Management, LLC | 53,993 | $468,119 | 0.27% |
| REGATTA CAPITAL GROUP, LLC | 136,682 | $1,185,033 | 0.26% |
| Fortress Wealth Management, Inc. | 50,679 | $439,385 | 0.22% |
| Hennion & Walsh Asset Management, Inc. | 308,414 | $2,673,949 | 0.14% |
| Advisors Asset Management, Inc. | 562,646 | $4,878,141 | 0.10% |
| GARRISON POINT ADVISORS, LLC | 14,700 | $127,449 | 0.08% |
| FIRST FOUNDATION ADVISORS | 236,087 | $2,046,875 | 0.08% |