Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
CITIGROUP INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
LPL Financial LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Evanson Asset Management, LLC | 29 | 29 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q4 2020 | 29 |
ROYAL BANK OF CANADA | 16 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 27 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 20 |
Tortoise Investment Management, LLC | 14 | 4 | 0.00% | 0.29% | 0.60% | Q3 2013 | Q4 2020 | 18 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q4 2020 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 8 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 6 |
CERTUITY, LLC | 5 | 5 | 0.12% | 0.17% | 0.20% | Q4 2019 | Q4 2020 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q4 2020 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2016 | Q3 2016 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
UBS AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Matisse Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
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.