Who Owns NUVEEN CA MUN VALUE FUND INC (NCA)? -- Institutional Holders (2026-06-30)

64 institutions reported holding $82.8M of NUVEEN CA MUN VALUE FUND INC (NCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($20.3M), MORGAN STANLEY ($15.6M), Advisors Asset Management, Inc. ($9.1M), GUGGENHEIM CAPITAL LLC ($6.4M), Hennion & Walsh Asset Management, Inc. ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$20.3M2.2MAdded
2MORGAN STANLEY$15.6M1.7MAdded
3Advisors Asset Management, Inc.$9.1M977,089Trimmed
4GUGGENHEIM CAPITAL LLC$6.4M684,431Trimmed
5Hennion & Walsh Asset Management, Inc.$4.3M462,105Added
6LPL Financial LLC$3.0M324,657Added
7WELLS FARGO & COMPANY/MN$2.8M305,316Added
8Atlas Private Wealth Advisors$2.0M210,292Added
9REGATTA CAPITAL GROUP, LLC$1.7M182,877Hold
10BANK OF AMERICA CORP /DE/$1.5M165,245Added
11RAYMOND JAMES FINANCIAL INC$1.4M151,108Added
12Royal Bank of Canada$1.3M138,719Added
13Fiera Capital Corp$973,044104,292Added
14Stratos Wealth Partners, LTD.$889,72495,361Added
15FIRST FOUNDATION ADVISORS$879,18494,232Trimmed
16OSAIC HOLDINGS, INC.$874,35093,713Added
17MELFA WEALTH MANAGEMENT, INC.$755,25380,949Trimmed
18Gerber Kawasaki Wealth & Investment Management$615,98566,022Added
19WEDBUSH SECURITIES INC$606,00065,004Added
20JONES FINANCIAL COMPANIES LLLP$591,81163,431Added
21SWEENEY & MICHEL, LLC$589,44964,704Trimmed
22Mutual Advisors, LLC$521,49655,895Added
23Sterling Group Wealth Management, LLC$503,75553,993Hold
24Summit Trail Advisors, LLC$421,58445,186Added
25Arlington Financial Advisors, LLC$373,20040,000Hold

Source: SEC Form 13F filings · as of 2026-06-30