Q1 2021 13F Holders as of 3/31/2021
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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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60
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Total 13F shares, excl. options
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4.36M
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Shares change
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+1.07M
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Total reported value, excl. options
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$44.5M
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Value change
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+$10.9M
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Number of buys
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37
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Number of sells
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-15
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Price
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$10.22
Significant Holders of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest (NCA) as of Q1 2021
66 filings reported holding NCA - NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest as of Q1 2021.
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND - Common Shares of Beneficial Interest (NCA) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.36M shares
of 33.2M outstanding shares and own 13.11% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (696K shares), FIRST FOUNDATION ADVISORS (644K shares), GUGGENHEIM CAPITAL LLC (424K shares), UBS Group AG (363K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (295K shares), WELLS FARGO & COMPANY/MN (247K shares), 1607 Capital Partners, LLC (173K shares), Tortoise Investment Management, LLC (159K shares), LPL Financial LLC (88.5K shares), and WOLVERINE ASSET MANAGEMENT LLC (85.5K shares).
This table shows the top 60 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.