NCA
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
$9.18
-0.76%
$402.1M
No data for this timeframe.
Vol
Market Cap$402.1M
Cap SizeSmall Cap
Inst. Holders13 funds
Inst. Value$30.1M
Inst. Activity1 buys / 0 sells
SEC Reports1
Recent Activity
May 26, 2026
SEC
The SEC declared effective a registration statement (File No. 333-294961) for Nuveen California Municipal Value Fund, a
EFFECT — Impact 3/10
Inst.
BANK OF AMERICA CORP — ADD
163,915 shares ($1.5M)
Inst.
Allspring Global Investments Holdings, — TRIM
78,905 shares ($702.3K)
May 7, 2026
earnings_calendar
NCA Q1 2025 Earnings Scheduled — 2026-05-07
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $15.6M | — |
| GUGGENHEIM CAPITAL LLC | $6.5M | — |
| WELLS FARGO & COMPANY/MN | $2.6M | — |
| BANK OF AMERICA CORP | $1.5M | ADD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | — |
13 institutional holders with $30.1M total value (3,207,950 shares) as of 2026-Q1. Top holders: MORGAN, GUGGENHEIM, WELLS. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,668,248 | $15.6M | 52.0% | — |
| 2 | GUGGENHEIM CAPITAL LLC | 697,459 | $6.5M | 21.8% | — |
| 3 | WELLS FARGO & COMPANY/MN | 272,279 | $2.6M | 8.5% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 163,915 | $1.5M | 5.1% | ADD +55.3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 135,722 | $1.3M | 4.2% | — |
| 6 | ROYAL BANK OF CANADA | 115,074 | $1.1M | 3.6% | — |
| 7 | JONES FINANCIAL COMPANIES LLLP | 63,311 | $572.3K | 1.9% | — |
| 8 | D.A. DAVIDSON & CO. | 34,657 | $325.1K | 1.1% | ADD +40.0% |
| 9 | HighTower Advisors, LLC | 24,561 | $230.4K | 0.8% | ADD +45.8% |
| 10 | Mariner, LLC | 15,614 | $146.5K | 0.5% | — |
| 11 | Allworth Financial LP | 7,500 | $70.3K | 0.2% | TRIM -25.0% |
| 12 | FIFTH THIRD BANCORP | 7,110 | $66.7K | 0.2% | — |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,500 | $23.4K | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 105,577 | 163,915 | +55.3% | $1.5M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 134,526 | 78,905 | -41.3% | $702.3K | 2025-Q3 |
| D.A. DAVIDSON & CO. | ADD | 19,256 | 26,966 | +40.0% | $234.1K | 2025-Q2 |
| Allworth Financial LP | TRIM | 10,000 | 7,500 | -25.0% | $65.1K | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 80,597 | 142,542 | +76.9% | $1.2M | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 121,435 | 163,651 | +34.8% | $1.4M | 2024-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 54,853 | 80,597 | +46.9% | $681.0K | 2024-Q4 |
| HighTower Advisors, LLC | ADD | 12,000 | 17,500 | +45.8% | $160.0K | 2024-Q3 |
| Cerity Partners LLC | TRIM | 19,978 | 13,818 | -30.8% | $126.0K | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
NCA Q1 2025 Earnings Scheduled — 2026-05-07