NUVEEN CA DIVI ADV MUN (NAC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
133
Reporting holders
$309.4M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $84.0M | 6,934,080 | 0.00% | 35q | +15.6%+$11.3M |
| GUGGENHEIM CAPITAL LLC | $42.3M | 3,486,662 | 0.27% | 31q | +1.5%+$618.0K |
| WELLS FARGO & COMPANY/MN | $24.9M | 2,055,441 | 0.00% | 31q | -43.1%-$18.8M |
| Advisors Asset Management, Inc. | $22.7M | 1,877,055 | 0.35% | 34q | +13.8%+$2.8M |
| Rockefeller Capital Management L.P. | $15.0M | 1,236,961 | 0.02% | 27q | +1.1%+$169.7K |
| BANK OF AMERICA CORP /DE/ | $13.9M | 1,150,444 | 0.00% | 31q | +23.3%+$2.6M |
| UBS Group AG | $11.0M | 906,262 | 0.00% | 31q | -8.9%-$1.1M |
| LPL Financial LLC | $7.4M | 611,995 | 0.00% | 31q | +4.8%+$338.3K |
| Hennion & Walsh Asset Management, Inc. | $6.3M | 518,286 | 0.18% | 22q | +17.4%+$929.3K |
| Ignite Planners, LLC | $5.8M | 476,800 | 0.79% | 18q | +32.8%+$1.4M |
| Allianz Asset Management GmbH | $5.8M | 475,879 | 0.01% | 26q | HELD |
| AMERIPRISE FINANCIAL INC | $3.2M | 261,691 | 0.00% | 31q | -45.9%-$2.7M |
| Sanctuary Advisors, LLC | $3.1M | 257,109 | 0.01% | 9q | +3.4%+$102.4K |
| Private Advisor Group, LLC | $2.9M | 237,265 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 219,110 | 0.00% | 7q | +21.7%+$474.2K |
| WHITTIER TRUST CO | $2.6M | 211,287 | 0.03% | 31q | HELD |
| PFG Investments, LLC | $2.4M | 199,004 | 0.09% | 10q | HELD |
| Southland Equity Partners LLC | $2.2M | 184,440 | 0.39% | 15q | +2.8%+$60.6K |
| OneDigital Investment Advisors LLC | $2.2M | 177,723 | 0.02% | 29q | +4.0%+$82.8K |
| ROYAL BANK OF CANADA | $2.1M | 171,666 | 0.00% | 31q | -4.5%-$98.3K |
| Quantinno Capital Management LP | $2.0M | 161,512 | 0.00% | 3q | +353.7%+$1.5M |
| DKM Wealth Management, Inc. | $1.7M | 142,401 | 1.13% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 138,030 | 0.00% | 31q | -2.6%-$44.7K |
| MAI Capital Management | $1.4M | 117,564 | 0.01% | 7q | +202.2%+$957.1K |
| Allworth Financial LP | $1.4M | 117,152 | 0.01% | 31q | +3.1%+$42.7K |
| OSAIC HOLDINGS, INC. | $1.3M | 111,115 | 0.00% | 26q | +12.8%+$153.2K |
| D.A. DAVIDSON & CO. | $1.2M | 102,507 | 0.01% | 31q | -2.6%-$33.8K |
| Integrated Wealth Concepts LLC | $1.2M | 102,286 | 0.01% | 2q | +164.8%+$771.6K |
| SUMMITRY LLC | $1.2M | 95,654 | 0.04% | new | NEW |
| New Insight Wealth Advisors | $1.1M | 94,160 | 0.34% | 11q | -5.6%-$67.6K |
| Merit Financial Group, LLC | $1.0M | 83,912 | 0.00% | 4q | +100.0%+$508.5K |
| Mutual Advisors, LLC | $996.3K | 82,206 | 0.02% | 31q | +15.8%+$135.9K |
| Cascade Financial Partners, LLC | $969.0K | 79,954 | 0.08% | new | NEW |
| NewEdge Advisors, LLC | $959.0K | 79,128 | 0.00% | 8q | +11.0%+$95.0K |
| STIFEL FINANCIAL CORP | $945.2K | 77,989 | 0.00% | 31q | HELD |
| Creative Planning | $917.2K | 75,676 | 0.00% | 7q | -11.0%-$113.7K |
| Oder Investment Management, LLC | $765.2K | 63,137 | 0.51% | 23q | HELD |
| Rareview Capital LLC | $741.0K | 66,339 | 0.41% | 11q | HELD |
| PNC Financial Services Group, Inc. | $722.7K | 59,626 | 0.00% | 6q | HELD |
| Kestra Advisory Services, LLC | $702.8K | 57,990 | 0.00% | 3q | +1.1%+$7.7K |
| Atala Financial Inc | $695.5K | 57,385 | 0.42% | 7q | -9.5%-$72.7K |
| JANE STREET GROUP, LLC | $639.3K | 52,745 | 0.00% | 6q | -77.0%-$2.1M |
| Requisite Capital Management, LLC | $634.6K | 52,058 | 0.10% | new | NEW |
| Mariner, LLC | $628.9K | 51,889 | 0.00% | 15q | -90.2%-$5.8M |
| ENVESTNET ASSET MANAGEMENT INC | $611.7K | 50,468 | 0.00% | 2q | HELD |
| Cetera Investment Advisers | $605.4K | 49,951 | 0.00% | 31q | +2.4%+$14.1K |
| MELFA WEALTH MANAGEMENT, INC. | $603.8K | 49,816 | 0.33% | 15q | HELD |
| Prime Capital Investment Advisors, LLC | $585.7K | 48,326 | 0.01% | 13q | HELD |
| EVERETT HARRIS & CO /CA/ | $557.5K | 46,000 | 0.01% | 24q | HELD |
| Pacific Wealth Strategies Group, Inc. | $538.9K | 44,466 | 0.31% | 39q | -23.2%-$163.0K |
| Western Wealth Management, LLC | $531.6K | 43,864 | 0.02% | 20q | +0.8%+$4.2K |
| Cooper Financial Group | $530.9K | 43,802 | 0.04% | 31q | +1.3%+$7.0K |
| HOLLENCREST CAPITAL MANAGEMENT | $526.3K | 43,423 | 0.03% | 32q | -12.4%-$74.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $506.7K | 41,600 | 0.03% | 12q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $501.0K | 41,100 | 0.01% | 28q | +0.9%+$4.3K |
| OPPENHEIMER & CO INC | $491.4K | 40,542 | 0.01% | 11q | +7.8%+$35.4K |
| Van Hulzen Asset Management, LLC | $484.6K | 39,986 | 0.03% | 31q | -0.8%-$3.7K |
| FIRST FOUNDATION ADVISORS | $468.0K | 38,617 | 0.02% | 31q | HELD |
| NewEdge Wealth, LLC | $467.8K | 38,600 | 0.00% | 8q | HELD |
| CLG LLC | $455.5K | 37,584 | 0.10% | 3q | HELD |
| Bridgewealth Advisory Group, LLC | $443.0K | 36,555 | 0.08% | 5q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $433.8K | 35,789 | 0.01% | 5q | +2.5%+$10.5K |
| HighTower Advisors, LLC | $424.5K | 35,025 | 0.00% | 31q | +1.6%+$6.8K |
| Apriem Advisors | $401.4K | 33,120 | 0.03% | 31q | +2.8%+$10.9K |
| Sowell Financial Services LLC | $391.9K | 32,339 | 0.01% | 10q | HELD |
| Corient Private Wealth LP | $390.0K | 32,180 | 0.00% | 9q | +100.0%+$195.0K |
| Mirador Capital Partners LP | $390.0K | 32,175 | 0.05% | new | NEW |
| Core Wealth Partners LLC | $360.0K | 29,699 | 0.15% | 14q | -7.9%-$30.9K |
| RHS Financial, LLC | $349.3K | 28,824 | 0.14% | 12q | -1.3%-$4.8K |
| Farther Finance Advisors, LLC | $338.5K | 27,962 | 0.00% | 13q | +28.1%+$74.3K |
| Intellectus Partners, LLC | $304.7K | 25,000 | 0.05% | 7q | HELD |
| Perennial Investment Advisors, LLC | $302.0K | 24,921 | 0.02% | 2q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $298.6K | 24,637 | 0.03% | 3q | HELD |
| Tortuga Wealth Management, Inc | $290.8K | 23,997 | 0.22% | 3q | +4.5%+$12.4K |
| Castle Rock Wealth Management, LLC | $285.1K | 23,409 | 0.06% | 31q | HELD |
| VAQUERO PRIVATE WEALTH, LTD | $279.2K | 23,033 | 0.06% | new | FIRST |
| REGATTA CAPITAL GROUP, LLC | $270.0K | 22,280 | 0.04% | 19q | HELD |
| J.W. COLE ADVISORS, INC. | $261.1K | 21,541 | 0.00% | new | NEW |
| Avestar Capital, LLC | $256.0K | 21,000 | 0.01% | 2q | +90.9%+$121.9K |
| ODonnell Financial Services, LLC | $245.9K | 20,285 | 0.07% | new | NEW |
| Snowden Capital Advisors LLC | $245.4K | 20,132 | 0.01% | 10q | HELD |
| Brookwood Investment Group LLC | $239.4K | 19,750 | 0.03% | new | NEW |
| FIRST AMERICAN TRUST, FSB | $230.3K | 19,000 | 0.01% | 29q | HELD |
| McGowan Group Asset Management, Inc. | $226.4K | 18,677 | 0.03% | 3q | +4.6%+$10.0K |
| NWF Advisory Services Inc. | $223.4K | 18,430 | 0.02% | 5q | HELD |
| Cerity Partners LLC | $219.7K | 18,128 | 0.00% | 14q | -67.9%-$464.1K |
| Mesirow Financial Investment Management, Inc. | $203.0K | 16,749 | 0.00% | 11q | +1.9%+$3.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $194.5K | 16,045 | 0.00% | 2q | -51.5%-$206.7K |
| TWO SIGMA SECURITIES, LLC | $190.7K | 15,731 | 0.02% | 4q | -33.7%-$97.1K |
| Pasadena Private Wealth, LLC | $187.1K | 15,441 | 0.02% | new | NEW |
| Ameritas Advisory Services, LLC | $184.2K | 15,202 | 0.00% | 3q | +25.0%+$36.9K |
| Pure Financial Advisors, LLC | $184.1K | 15,193 | 0.00% | 23q | -16.5%-$36.4K |
| Perigon Wealth Management, LLC | $183.8K | 15,168 | 0.00% | 14q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $182.6K | 15,068 | 0.00% | new | NEW |
| Barnes Wealth Management Group, Inc | $181.2K | 14,953 | 0.08% | 7q | HELD |
| Indivisible Partners | $173.0K | 14,271 | 0.01% | 3q | +7.7%+$12.4K |
| Closed-End Fund Advisors, Inc. | $168.4K | 13,891 | 0.16% | 3q | +4.5%+$7.3K |
| CreativeOne Wealth, LLC | $164.2K | 13,544 | 0.00% | 8q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $163.7K | 13,506 | 0.00% | new | NEW |
| RB Capital Management, LLC | $160.6K | 13,252 | 0.03% | 31q | -9.5%-$16.8K |
Showing the largest 100 of 139 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 133 | $309.4M | 25,527,931 | 17 | 43 | 26 | 0.0% |
| Q1 2026 | 123 | $301.9M | 25,890,274 | 15 | 43 | 20 | 0.0% |
| Q4 2025 | 121 | $280.3M | 23,728,437 | 13 | 35 | 27 | 0.0% |
| Q3 2025 | 109 | $219.2M | 19,066,347 | 8 | 43 | 20 | 0.0% |
| Q2 2025 | 110 | $231.3M | 20,714,818 | 12 | 40 | 23 | 0.0% |
| Q1 2025 | 110 | $242.4M | 21,579,958 | 7 | 35 | 34 | 0.0% |
| Q4 2024 | 116 | $284.3M | 25,176,246 | 11 | 44 | 29 | 0.0% |
| Q3 2024 | 109 | $336.3M | 28,282,119 | 11 | 46 | 18 | 0.0% |
| Q2 2024 | 107 | $408.1M | 35,400,374 | 7 | 35 | 27 | 0.0% |
| Q1 2024 | 113 | $461.6M | 41,901,621 | 17 | 35 | 32 | 0.0% |
| Q4 2023 | 112 | $436.4M | 39,349,342 | 14 | 34 | 30 | 0.0% |
| Q3 2023 | 108 | $318.6M | 33,017,925 | 13 | 24 | 38 | 0.0% |
| Q2 2023 | 98 | $323.8M | 29,648,068 | 9 | 34 | 27 | 0.0% |
| Q1 2023 | 99 | $267.0M | 24,251,074 | 12 | 32 | 25 | 0.0% |
| Q4 2022 | 101 | $225.7M | 20,380,378 | 28 | 19 | 29 | 0.0% |
| Q3 2022 | 104 | $212.2M | 19,273,301 | 11 | 33 | 23 | 0.0% |
| Q2 2022 | 106 | $236.0M | 19,143,671 | 12 | 31 | 32 | 0.0% |
| Q1 2022 | 117 | $248.5M | 18,945,333 | 18 | 39 | 29 | 0.0% |
| Q4 2021 | 118 | $276.6M | 17,693,433 | 12 | 32 | 21 | 0.0% |
| Q3 2021 | 110 | $264.3M | 16,843,464 | 10 | 28 | 20 | 0.0% |
| Q2 2021 | 113 | $284.3M | 17,941,385 | 8 | 31 | 26 | 0.0% |
| Q1 2021 | 114 | $260.2M | 17,502,617 | 9 | 35 | 19 | 0.0% |
| Q4 2020 | 116 | $259.3M | 17,113,578 | 9 | 32 | 19 | 0.0% |
| Q3 2020 | 108 | $258.9M | 17,781,084 | 7 | 31 | 26 | 0.0% |
| Q2 2020 | 104 | $258.1M | 18,082,803 | 7 | 31 | 33 | 0.0% |
| Q1 2020 | 107 | $228.9M | 16,723,301 | 16 | 36 | 28 | 0.0% |
| Q4 2019 | 104 | $208.2M | 13,969,918 | 10 | 24 | 28 | 0.0% |
| Q3 2019 | 93 | $202.9M | 13,537,459 | 12 | 30 | 22 | 0.0% |
| Q2 2019 | 89 | $177.9M | 12,281,520 | 10 | 25 | 24 | 0.0% |
| Q1 2019 | 89 | $181.5M | 13,186,531 | 11 | 26 | 20 | 0.0% |
| Q4 2018 | 92 | $193.2M | 15,184,789 | 0 | 4 | 1 | 0.0% |