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Disclosery

NAC NUVEEN CA DIVI ADV MUN

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COM (fund), issuer CIK 1074952

124 managers (125 13F filers) reported a position in NAC shares at 2024-12-31, 25,424,967 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
124
13F filers
125
New
12
Added
50
Reduced
31
Sold out
12
Shares held by filers
25,424,967

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,042,632$34.4M<0.01%+399,99813F-HR/ATimelineGroup
Karpus Management, Inc.2,765,927$31.2M0.92%-483,89313F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC2,405,643$27.2M1.31%-383,45013F-HRTimeline
MacKay Shields LLC2,225,404$25.1M0.74%013F-HRTimeline
UBS Group AGin group UBS Group AG1,882,006$21.2M<0.01%-61,58713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,557,366$17.6M0.14%+124,30913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,125,822$12.7M<0.01%+33,44713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…933,059$10.5M0.03%+82,32313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC814,746$9.2M3.71%+204,35013F-HRTimeline
Advisors Asset Management, Inc.571,262$6.45M0.12%-70613F-HR/ATimeline
Mariner, LLCin group Mariner, LLC523,177$5.91M0.01%-9,09413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE475,879$5.37M0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,107$5.27M<0.01%+164,92713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.368,576$4.16M0.19%-149,38113F-HRTimeline
LM Advisors LLC338,613$3.82M0.68%+4,01513F-HR/ATimeline
LPL Financial LLC312,923$3.53M<0.01%+11,18013F-HRTimeline
Ignite Planners, LLC288,357$3.3M0.72%+24,32313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC244,327$2.76M0.06%+35,00013F-HRTimelineGroup
EVOKE WEALTH, LLC240,374$2.71M0.08%+42,00013F-HRTimeline
OneDigital Investment Advisors LLC213,234$2.41M0.03%-6,68713F-HRTimeline
Dakota Wealth Management210,407$2.38M0.05%-5,72513F-HRTimeline
PFG Investments, LLC192,630$2.17M0.14%-93413F-HRTimeline
Sanctuary Advisors, LLC174,142$1.97M0.01%+28,20013F-HRTimeline
Allworth Financial LP170,106$1.91M0.01%-81,33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC165,018$1.86M<0.01%13F-HR/ATimelineGroup
REGATTA CAPITAL GROUP, LLC152,731$1.72M0.33%-12,67513F-HRTimeline
DAVIDSON TRUST CO148,098$1.67M0.86%013F-HRTimeline
Atala Financial Inc143,251$1.62M1.14%13F-HRTimeline
DKM Wealth Management, Inc.142,401$1.61M1.52%13F-HRTimeline
WEDBUSH SECURITIES INC140,233$1.58M0.06%+20,85713F-HRTimeline
Southland Equity Partners LLC123,040$1.39M0.32%+20,90013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,710$1.31M<0.01%+26,74113F-HRTimelineGroup
WHITTIER TRUST CO112,242$1.27M0.02%-6,23913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC112,213$1.27M<0.01%+26,94613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP94,786$1.07M<0.01%+20,13913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC79,190$894K0.01%+17,34813F-HRTimeline
Rareview Capital LLC73,327$872K0.63%+12313F-HRTimeline
Pacific Wealth Strategies Group, Inc.75,736$855K0.59%+2,51213F-HRTimeline
WHITEBOX ADVISORS LLC72,679$821K0.03%-719,02413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,041$802K<0.01%+16,80213F-HRTimeline
Cetera Investment Advisers67,130$758K<0.01%+63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,372$738K<0.01%+27,38813F-HRTimelineGroup
Mutual Advisors, LLC60,251$674K0.02%+78013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS57,290$647K0.02%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC54,505$615K<0.01%+2,00013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.53,566$605K0.4%+6,50013F-HRTimeline
Van Hulzen Asset Management, LLC50,950$575K0.04%-9,27613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50,703$572K0.02%-8,11513F-HRTimeline
NWF Advisory Services Inc.50,359$569K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.50,254$567K0.01%+10,36713F-HRTimeline
Oder Investment Management, LLC50,173$566K0.47%-82213F-HRTimeline
NewEdge Advisors, LLC49,475$559K<0.01%+7,17813F-HRTimeline
HighTower Advisors, LLC46,578$526K<0.01%+8,21913F-HRTimeline
New Insight Wealth Advisors46,160$521K0.26%+28,11013F-HRTimeline
EVERETT HARRIS & CO /CA/46,000$519K0.01%013F-HRTimeline
NWAM LLC44,524$503K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,115$487K<0.01%+26,77213F-HR/ATimelineGroup
Cooper Financial Group41,914$473K0.06%+52413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…41,665$470K0.05%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding40,898$462KnewTimeline
Integrated Wealth Concepts LLC39,026$441K0.01%-61113F-HRTimeline
Bridgewealth Advisory Group, LLC38,523$440K0.12%+18,28013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.38,256$432K0.14%+5,49013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…37,600$430K0.04%-290,56713F-HRTimeline
Core Wealth Partners LLC37,543$424K0.24%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,000$418K0.01%+4,10013F-HRTimeline
D.A. DAVIDSON & CO.36,456$412K<0.01%+26813F-HRTimeline
RHS Financial, LLC36,424$411K0.21%+5,90213F-HRTimeline
Creative Planningin group Creative Planning35,099$396K<0.01%new13F-HRTimelineGroup
Apriem Advisors31,320$354K0.04%-9,00013F-HRTimeline
Sowell Financial Services LLC30,860$348K0.02%-1,52713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,501$322K<0.01%+72513F-HRTimelineGroup
NewEdge Wealth, LLC27,100$306K0.01%+9,60013F-HRTimeline
Castle Rock Wealth Management, LLC25,525$292K0.07%013F-HRTimeline
Snowden Capital Advisors LLC24,020$271K0.01%+413F-HRTimeline
MKT Advisors LLC23,060$258K0.11%013F-HRTimeline
Farther Finance Advisors, LLC21,822$246K0.01%-44413F-HRTimeline
Tortoise Investment Management, LLC21,228$240K0.03%-7,02313F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,135$239K0.01%-1,85713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,156$228K<0.01%new13F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,000$226K<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd19,501$220K<0.01%-52,54813F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB19,000$215K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,809$212K<0.01%+75113F-HR/ATimeline
Pure Financial Advisors, LLC18,195$205K<0.01%013F-HRTimeline
RB Capital Management, LLC18,099$204K0.05%-58513F-HRTimeline
IEQ CAPITAL, LLC17,178$194K<0.01%+33913F-HRTimeline
Perigon Wealth Management, LLC16,568$185K<0.01%+1,40013F-HRTimeline
EP Wealth Advisors, LLC16,279$184K<0.01%-1,27313F-HRTimeline
Western Wealth Management, LLC15,049$170K0.01%013F-HR/ATimeline
Choate Investment Advisors15,000$169K<0.01%013F-HRTimeline
Weaver Consulting Group15,000$169K0.05%013F-HRTimeline
Grassi Investment Management15,000$169K0.01%013F-HR/ATimeline
Barnes Wealth Management Group, Inc14,953$169K0.11%13F-HRTimeline
Parallel Advisors, LLC13,831$156K<0.01%013F-HRTimeline
Intellectus Partners, LLC13,500$152K0.03%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,404$140K0.01%-18,04713F-HRTimelineGroup
Mesirow Financial Investment Management…11,183$126K<0.01%+28113F-HRTimeline
Fermata Advisors, LLC10,900$123K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC10,900$123K<0.01%+3,88213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,804$122K<0.01%013F-HRTimelineGroup
Riverview Trust Co10,612$120K0.11%013F-HRTimeline
Strategic Advocates LLC10,400$117K0.04%013F-HRTimeline
HRT FINANCIAL LP10,309$116K<0.01%new13F-HRTimeline
North Berkeley Wealth Management, LLC10,161$115K0.12%13F-HRTimeline
SANDERS MORRIS HARRIS LLC10,000$113K0.02%013F-HRTimeline
Larson Financial Group LLC10,000$113K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$113K<0.01%013F-HRTimelineGroup
MAI Capital Management8,900$100K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,026$90.6K0.02%-70013F-HRTimeline
COMERICA BANK5,236$59.1K<0.01%-2,43613F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC4,550$51.4K<0.01%-1,93013F-HRTimeline
Global Retirement Partners, LLC3,685$41.6K<0.01%013F-HRTimeline
Caitlin John, LLC3,400$38.4K0.03%+10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,877$32.5K<0.01%+30013F-HRTimelineGroup
Silicon Valley Capital Partners1,737$19.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,400$15.9K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,253$14.1K<0.01%+2413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,000$11K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.921$10.4K<0.01%+2313F-HR/ATimeline
IFP Advisors, Inc847$9.56K<0.01%new13F-HRTimeline
BFSG, LLC500$5.64K<0.01%-30013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49$553<0.01%+2913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.