NUVEEN CALIF MUNICPAL VALUE (NCB)
Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.
22
Reporting holders
$8.3M
Reported value
0.0%
Held as options
+1
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 | $1.9M | 121,985 | 0.00% | 13q | +34.7%+$484.3K |
| 1607 Capital Partners, LLC | $1.5M | 97,963 | 0.08% | 3q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.1M | 68,414 | 0.06% | 4q | HELD |
| LPL Financial LLC | $504.0K | 32,726 | 0.00% | 9q | -4.2%-$22.1K |
| Kestra Advisory Services, LLC | $489.0K | 31,612 | 0.01% | 2q | +23.4%+$92.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $480.0K | 31,181 | 0.00% | 5q | +15.2%+$63.3K |
| Camden Capital, LLC | $385.0K | 25,000 | 0.12% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $337.0K | 21,866 | 0.00% | 9q | +36.2%+$89.5K |
| Tortoise Investment Management, LLC | $305.0K | 19,800 | 0.07% | 4q | +25.3%+$61.6K |
| Evanson Asset Management, LLC | $282.0K | 18,300 | 0.04% | 9q | HELD |
| B. Riley Wealth Management, Inc. | $265.0K | 17,186 | 0.03% | 9q | -26.6%-$95.8K |
| Ackerman Capital Advisors, LLC | $204.0K | 13,221 | 0.05% | 3q | -20.3%-$52.1K |
| RAYMOND JAMES & ASSOCIATES | $184.0K | 11,959 | 0.00% | 6q | -17.3%-$38.5K |
| BANK OF AMERICA CORP /DE/ | $146.0K | 9,505 | 0.00% | 9q | HELD |
| Perigon Wealth Management, LLC | $107.0K | 6,960 | 0.01% | new | NEW |
| Parallel Advisors, LLC | $52.0K | 3,400 | 0.00% | 4q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $34.0K | 2,203 | 0.00% | 2q | +83.1%+$15.4K |
| UBS Group AG | $29.0K | 1,858 | 0.00% | 9q | -28.8%-$11.7K |
| ROYAL BANK OF CANADA | $28.0K | 1,800 | 0.00% | 9q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $25.0K | 1,586 | 0.00% | 4q | +217.2%+$17.1K |
| CITIGROUP INC | $23.0K | 1,516 | 0.00% | 9q | HELD |
| Private Ocean, LLC | $20.0K | 1,300 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2020 | 22 | $8.3M | 541,341 | 2 | 7 | 5 | 0.0% |
| Q3 2020 | 21 | $7.9M | 505,171 | 1 | 5 | 6 | 0.0% |
| Q2 2020 | 21 | $6.9M | 481,854 | 4 | 7 | 2 | 0.0% |
| Q1 2020 | 17 | $4.7M | 317,597 | 3 | 2 | 4 | 0.0% |
| Q4 2019 | 15 | $5.0M | 316,101 | 1 | 4 | 3 | 0.0% |
| Q3 2019 | 14 | $4.2M | 250,703 | 1 | 3 | 4 | 0.0% |
| Q2 2019 | 14 | $4.2M | 258,437 | 1 | 7 | 2 | 0.0% |
| Q1 2019 | 14 | $3.4M | 213,999 | 2 | 4 | 3 | 0.0% |
| Q4 2018 | 13 | $3.3M | 218,643 | 0 | 1 | 1 | 0.0% |