Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen California Municipal Value Fund meliputi SRS Capital Advisors, Inc., dan Financial Network Wealth Management LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 27,464 | 1.85 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 259,502 | 16.35 | 2,252 | 16.74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 13,176 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,500 | 13 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 25,011 | 217 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 39,150 | 40.57 | 330 | 41.63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,034 | 87 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 12,781 | 0.39 | 111 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19,177 | 5.50 | 166 | 5.73 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 11,700 | 9.35 | 101 | 10.99 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 76,124 | 0.18 | 655 | 2.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 138,046 | 8.96 | 1,198 | 9.41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 26,966 | 40.04 | 234 | 40.96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,794,232 | 3.85 | 15,574 | 4.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 45,131 | 62.31 | 385 | 61.09 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 100,988 | 208.53 | 877 | 209.54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,047 | 0.45 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,800 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,200 | 8.00 | 141 | 8.53 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 658,926 | 3.26 | 5,719 | 3.62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,980 | 199 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,604 | 92 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 150,373 | 4.24 | 1,305 | 4.57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,934 | 1.03 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,999 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 368 | 3.37 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 711,069 | 10.44 | 6,172 | 10.83 |
