NCA

Nuveen California Muni Val

Latest period2024 - Q4Total superinvestors5

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 5 superinvestors own shares of Nuveen California Muni Val (NCA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Nuveen California Muni Val (NCA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Nuveen California Muni Val (NCA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Nuveen California Muni Val (NCA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -8.93%
0.1%
$1.997M
236,331 shares@ 8.46 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Decreased -0.69%
0.46%
$685,304
81,101 shares@ 8.46 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 36.87%
0.01%
$251,000
29,688 shares@ 8.46 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 12.59%
0.01%
$158,455
18,752 shares@ 8.46 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
0.02%
$91,164
10,700 shares@ 8.52 avg price