NUVEEN CALIF MUN VALUE FD shareholder history

Current and past NUVEEN CALIF MUN VALUE FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 42420.00%0.00%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Cetera Advisor Networks LLC 22200.00%0.01%0.03%Q1 2013Q3 202342
FIRST FOUNDATION ADVISORS 3820.03%0.22%0.43%Q3 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 1910.00%0.00%0.02%Q2 2013Q3 202334
US BANCORP \DE\ 33330.00%0.00%0.00%Q3 2015Q3 202333
Paragon Capital Management Ltd 1470.02%0.06%0.09%Q2 2013Q4 202133
Tortoise Investment Management, LLC 2390.01%0.26%0.42%Q2 2013Q3 202332
JAMES INVESTMENT RESEARCH INC 30300.00%0.01%0.01%Q4 2015Q1 202330
Creative Planning 1910.00%0.00%0.00%Q3 2013Q3 202330
Gemmer Asset Management LLC 29290.01%0.02%0.03%Q2 2014Q2 202129
RAYMOND JAMES & ASSOCIATES 1510.00%0.00%0.00%Q1 2016Q3 202327
Invesco Ltd. 27270.00%0.00%0.00%Q2 2013Q4 201927
D.A. DAVIDSON & CO. 1510.00%0.00%0.00%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 2150.00%0.00%0.00%Q2 2013Q4 201926
WHITTIER TRUST CO 2140.00%0.00%0.01%Q1 2015Q2 202125
Stratos Wealth Partners, LTD. 1590.00%0.01%0.02%Q1 2017Q3 202324
Advisors Asset Management, Inc. 2220.00%0.03%0.10%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Parallel Advisors, LLC 1580.00%0.01%0.02%Q4 2016Q3 202323
HCR Wealth Advisors 23230.02%0.05%0.13%Q1 2018Q3 202323
Mutual Advisors, LLC 22220.00%0.04%0.09%Q2 2018Q3 202322
Cetera Investment Advisers 21210.00%0.01%0.02%Q3 2018Q3 202321
WEDBUSH SECURITIES INC 1610.01%0.02%0.04%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GAMBLE JONES INVESTMENT COUNSEL 1550.01%0.01%0.02%Q4 2017Q4 202220
AlphaMark Advisors, LLC 20200.03%0.05%0.08%Q4 2017Q3 202220
RB Capital Management, LLC 20200.04%0.09%0.16%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1460.00%0.00%0.00%Q1 2018Q2 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.01%0.02%0.03%Q2 2017Q1 202220
GARRISON POINT ADVISORS, LLC 20200.10%0.15%0.21%Q4 2018Q3 202320
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20200.03%0.09%0.20%Q2 2013Q1 201820
MUFG Americas Holdings Corp 1410.00%0.00%0.01%Q4 2010Q1 202019
CITIGROUP INC 1220.00%0.00%0.00%Q2 2013Q2 202118
1607 Capital Partners, LLC 1170.03%0.20%0.40%Q4 2018Q3 202318
IFP Advisors, Inc 1430.00%0.02%0.03%Q4 2015Q3 202317
RIVERNORTH CAPITAL MANAGEMENT, LLC 1150.02%0.18%0.31%Q2 2018Q3 202316
Winfield Associates, Inc. 16160.10%0.22%0.32%Q2 2018Q1 202216
Efficient Market Advisors, LLC 16160.00%0.02%0.03%Q2 2013Q1 201716
Mission Creek Capital Partners, Inc. 16160.04%0.10%0.21%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
FIRST TRUST ADVISORS LP 910.00%0.00%0.00%Q1 2014Q1 202215
Montecito Bank & Trust 1310.06%0.10%0.12%Q2 2013Q4 201614
OneDigital Investment Advisors LLC 14140.01%0.02%0.02%Q2 2019Q3 202214
WESPAC Advisors SoCal, LLC 1030.01%0.01%0.01%Q4 2015Q1 201913
BOSTON ADVISORS LLC 13130.00%0.00%0.01%Q1 2016Q1 201913
Castle Rock Wealth Management, LLC 1110.04%0.08%0.12%Q2 2019Q2 202212
FNY Investment Advisers, LLC 310.00%0.00%0.01%Q2 2018Q3 202312
M&T BANK CORP 12120.00%0.00%0.00%Q2 2018Q1 202112
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
Perigon Wealth Management, LLC 1110.00%0.01%0.01%Q3 2011Q3 202312
Towerpoint Wealth, LLC 11110.05%0.07%0.08%Q1 2019Q3 202111
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.02%0.04%0.05%Q1 2021Q3 202311
Global Retirement Partners, LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
Realta Investment Advisors 11110.02%0.02%0.03%Q1 2021Q3 202311
CITY NATIONAL BANK 10100.00%0.01%0.01%Q2 2013Q3 201510
Private Ocean, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.01%0.03%0.05%Q1 2018Q4 20229
Laurel Wealth Advisors, Inc. 990.03%0.07%0.10%Q1 2017Q1 20199
Hennion & Walsh Asset Management, Inc. 720.01%0.08%0.18%Q1 2021Q3 20239
Hexagon Capital Partners LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Schechter Investment Advisors, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2013Q4 20218
AQR Arbitrage LLC 440.00%0.00%0.01%Q2 2018Q4 20228
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2018Q2 20238
Squar Milner Financial Services LLC 520.01%0.01%0.01%Q2 2018Q1 20207
Bartlett & Co. LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
Coe Capital Management, LLC 660.41%0.62%0.84%Q1 2020Q2 20216
B. Riley Wealth Management, Inc. 660.00%0.03%0.04%Q1 2021Q2 20226
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
COMERICA BANK 510.00%0.00%0.00%Q2 2021Q3 20236
Intersect Capital LLC 660.02%0.03%0.04%Q4 2019Q1 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
FIRST AMERICAN TRUST, FSB 310.02%0.04%0.08%Q3 2013Q4 20206
Windsor Capital Management, LLC 310.02%0.04%0.07%Q2 2013Q4 20166
DOLIVER ADVISORS, LP 310.05%0.13%0.32%Q2 2013Q1 20186
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q1 2018Q4 20216
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.01%0.02%0.03%Q3 2018Q3 20225
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q3 2013Q3 20145
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q1 20185
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q3 2013Q3 20165
Wealthcare Advisory Partners LLC 410.01%0.02%0.03%Q2 2019Q1 20215
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q3 2017Q4 20205
MELFA WEALTH MANAGEMENT, INC. 440.73%0.74%0.76%Q4 2022Q3 20234
GIRARD SECURITIES, INC. 440.09%0.09%0.09%Q4 2016Q3 20174
Sterling Group Wealth Management, LLC 440.40%1.09%3.08%Q4 2022Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2014Q1 20154
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q3 2021Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
CWM, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
REGATTA CAPITAL GROUP, LLC 440.36%0.39%0.41%Q4 2022Q3 20234
Commonwealth Equity Services, Inc 440.00%0.00%0.00%Q4 2016Q3 20174
Fiera Capital Corp 440.00%0.01%0.01%Q4 2021Q3 20224
Virtu Financial LLC 210.01%0.01%0.01%Q3 2017Q4 20224
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
SWEENEY & MICHEL, LLC 330.52%0.54%0.57%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
RMB Capital Management, LLC 210.00%0.01%0.02%Q1 2016Q2 20173
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CANTOR FITZGERALD, L. P. 330.00%0.00%0.00%Q2 2022Q4 20223
Fortress Wealth Management, Inc. 330.19%0.20%0.22%Q1 2023Q3 20233
BANK OF MONTREAL /CAN/ 330.00%0.00%0.00%Q1 2022Q3 20223
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q3 2018Q4 20203
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PRIVATE TRUST CO NA 330.02%0.02%0.02%Q2 2022Q4 20223
CERTUITY, LLC 330.08%0.09%0.10%Q1 2021Q3 20213
IEQ CAPITAL, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q4 2015Q2 20163
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
Ford Financial Group, LLC 330.01%0.04%0.07%Q2 2021Q4 20213
Greenwich Investment Management, Inc. 330.10%0.11%0.12%Q2 2018Q4 20183
Kestra Advisory Services, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Covington Capital Management 330.00%0.00%0.00%Q3 2021Q1 20223
Relative Value Partners Group, LLC 330.03%0.03%0.03%Q4 2018Q2 20193
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Partnervest Advisory Services LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Golden State Wealth Management, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Destination Wealth Management 110.00%0.01%0.01%Q2 2015Q3 20182
Acrospire Investment Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20212
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q4 2022Q1 20232
Leisure Capital Management 110.11%0.11%0.11%Q4 2017Q4 20171
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
BANK OF STOCKTON 110.19%0.19%0.19%Q1 2016Q1 20161
PFG Investments, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Integrated Wealth Management 110.01%0.01%0.01%Q1 2015Q1 20151
SIT INVESTMENT ASSOCIATES INC 110.00%0.00%0.00%Q1 2021Q1 20211
Walleye Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2015Q2 20151
TriaGen Wealth Management LLC 110.08%0.08%0.08%Q2 2022Q2 20221
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q2 2020Q2 20201
Woodline Partners LP 110.02%0.02%0.02%Q4 2022Q4 20221
Logan Stone Capital, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
Camelot Portfolios, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Ackerman Capital Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Dynamic Advisor Solutions LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Evanson Asset Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
FIRST FINANCIAL EQUITY CORPORATION 110.15%0.15%0.15%Q1 2017Q1 20171
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SCHARF INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MARINER INVESTMENT GROUP LLC 110.37%0.37%0.37%Q4 2021Q4 20211
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.00%0.00%0.00%Q1 2017Q1 20171
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2018Q2 20181
External links

This page lists all the filers that currently own NUVEEN CALIF MUN VALUE FD or have owned NUVEEN CALIF MUN VALUE FD in the past.