Q1 2020 13F Holders as of 3/31/2020
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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33.2M
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Number of holders
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44
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Total 13F shares, excl. options
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3.49M
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Shares change
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+90.9K
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Total reported value, excl. options
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$34.9M
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Value change
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+$877K
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Number of buys
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22
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Number of sells
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-10
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Price
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$10.00
Significant Holders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest (NCA) as of Q1 2020
47 filings reported holding NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest as of Q1 2020.
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest (NCA) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.49M shares
of 33.2M outstanding shares and own 10.51% of the company stock.
Largest 10 shareholders include FIRST FOUNDATION ADVISORS (704K shares), MORGAN STANLEY (547K shares), UBS Group AG (473K shares), Guggenheim Capital LLC (359K shares), WELLS FARGO & COMPANY/MN (221K shares), Tortoise Investment Management, LLC (135K shares), Advisors Asset Management, Inc. (126K shares), Raymond James Financial Services Advisors, Inc. (88.4K shares), LPL Financial LLC (81.1K shares), and COMMONWEALTH EQUITY SERVICES, LLC (62.8K shares).
This table shows the top 44 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.