NUVEEN CALIF MUNICPAL VALU F shareholder history

Current and past NUVEEN CALIF MUNICPAL VALU F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.00%Q2 2013Q4 202031
WELLS FARGO & COMPANY/MN 31310.00%0.00%0.00%Q2 2013Q4 202031
MORGAN STANLEY 31310.00%0.00%0.00%Q2 2013Q4 202031
CITIGROUP INC 31310.00%0.00%0.00%Q2 2013Q4 202031
LPL Financial LLC 29290.00%0.00%0.01%Q4 2013Q4 202029
Evanson Asset Management, LLC 29290.04%0.08%0.13%Q4 2013Q4 202029
ROYAL BANK OF CANADA 16110.00%0.00%0.00%Q2 2013Q4 202027
UBS Group AG 24240.00%0.00%0.00%Q1 2015Q4 202024
LADENBURG THALMANN FINANCIAL SERVICES INC. 1730.00%0.00%0.00%Q2 2013Q4 201920
Tortoise Investment Management, LLC 1440.00%0.29%0.60%Q3 2013Q4 202018
Efficient Market Advisors, LLC 11110.01%0.02%0.02%Q2 2013Q4 201511
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q3 2018Q4 202010
Advisors Asset Management, Inc. 10100.01%0.01%0.02%Q2 2013Q3 201510
B. Riley Wealth Management, Inc. 10100.03%0.06%0.09%Q3 2018Q4 202010
IFP Advisors, Inc 10100.00%0.00%0.00%Q3 2016Q4 201810
JAMES INVESTMENT RESEARCH INC 990.00%0.00%0.00%Q4 2017Q4 20199
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2018Q3 20209
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q4 2013Q4 20208
RAYMOND JAMES & ASSOCIATES 660.00%0.00%0.00%Q3 2019Q4 20206
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2014Q1 20196
CERTUITY, LLC 550.12%0.17%0.20%Q4 2019Q4 20205
Parallel Advisors, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
FNY Investment Advisers, LLC 310.00%0.00%0.00%Q3 2018Q3 20194
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q1 2020Q4 20204
RIVERNORTH CAPITAL MANAGEMENT, LLC 440.02%0.05%0.07%Q1 2020Q4 20204
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q2 2016Q1 20174
FIRST FOUNDATION ADVISORS 330.01%0.01%0.01%Q4 2015Q2 20163
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2014Q1 20153
1607 Capital Partners, LLC 330.04%0.07%0.08%Q2 2020Q4 20203
Ackerman Capital Advisors, LLC 330.04%0.06%0.07%Q2 2020Q4 20203
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2017Q3 20183
Gerber Kawasaki Wealth & Investment Management 330.11%0.12%0.13%Q1 2016Q3 20163
Thomas J. Herzfeld Advisors, Inc. 330.00%0.01%0.02%Q2 2013Q4 20133
UBS AG 210.00%0.00%0.00%Q2 2013Q2 20143
NORTHERN TRUST CORP 330.00%0.00%0.00%Q4 2013Q2 20143
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2015Q2 20162
Cetera Advisor Networks LLC 110.00%0.01%0.01%Q3 2016Q2 20202
Kestra Advisory Services, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
SIT INVESTMENT ASSOCIATES INC 220.00%0.00%0.00%Q3 2020Q4 20202
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Matisse Capital 110.06%0.06%0.06%Q2 2020Q2 20201
Private Ocean, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gemmer Asset Management LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DOLIVER ADVISORS, LP 110.17%0.17%0.17%Q3 2013Q3 20131
External links

This page lists all the filers that currently own NUVEEN CALIF MUNICPAL VALU F or have owned NUVEEN CALIF MUNICPAL VALU F in the past.