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Disclosery

NAC NUVEEN CA DIVI ADV MUN

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COM (fund), issuer CIK 1074952

119 managers (119 13F filers) reported a position in NAC shares at 2025-03-31, 22,353,804 shares in all. 9 filers opened a position and 14 filers sold out during the quarter.

Managers
119
13F filers
119
New
9
Added
41
Reduced
37
Sold out
14
Shares held by filers
22,353,804

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY3,273,062$36.8M<0.01%+230,43013F-HRTimelineGroup
MacKay Shields LLC2,184,910$24.6M0.79%-40,49413F-HRTimeline
UBS Group AGin group UBS Group AG1,883,176$21.2M<0.01%+1,17013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,602,299$18M0.17%+44,93313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,379,388$15.5M0.82%-1,026,25513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,157,801$13M<0.01%+31,97913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,082,314$12.2M0.03%+149,25513F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC777,896$8.74M3.55%-36,85013F-HRTimeline
Advisors Asset Management, Inc.643,970$7.24M0.14%+72,70813F-HR/ATimeline
Karpus Management, Inc.591,389$6.65M0.22%-2,174,53813F-HRTimeline
Mariner, LLCin group Mariner, LLC527,083$5.92M0.01%+3,90613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE475,879$5.35M0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/456,889$5.14M<0.01%-10,21813F-HRTimelineGroup
LPL Financial LLC362,391$4.07M<0.01%+49,46813F-HRTimeline
LM Advisors LLC337,913$3.8M0.68%-70013F-HRTimeline
Hennion & Walsh Asset Management, Inc.320,373$3.6M0.16%-48,20313F-HRTimeline
Ignite Planners, LLC310,430$3.4M0.67%+22,07313F-HRTimeline
EVOKE WEALTH, LLC240,374$2.72M0.07%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC239,427$2.69M0.06%-4,90013F-HRTimelineGroup
PFG Investments, LLC191,920$2.16M0.14%-71013F-HRTimeline
Sanctuary Advisors, LLC178,897$2.01M0.01%+4,75513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,059$1.7M<0.01%-13,95913F-HRTimelineGroup
DAVIDSON TRUST CO148,098$1.66M0.79%013F-HRTimeline
Allworth Financial LP155,224$1.66M0.01%-14,88213F-HRTimeline
REGATTA CAPITAL GROUP, LLC146,597$1.65M0.32%-6,13413F-HRTimeline
DKM Wealth Management, Inc.142,401$1.6M1.55%013F-HRTimeline
Atala Financial Inc140,895$1.58M1.15%-2,35613F-HRTimeline
OneDigital Investment Advisors LLC132,849$1.49M0.02%-80,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125,135$1.41M<0.01%+9,42513F-HR/ATimelineGroup
Southland Equity Partners LLC123,040$1.38M0.32%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,751$1.28M<0.01%+1,53813F-HRTimelineGroup
WHITTIER TRUST CO107,887$1.21M0.02%-4,35513F-HRTimeline
WEDBUSH SECURITIES INC84,019$944K0.03%-56,21413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,437$848K<0.01%-19,34913F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.75,053$844K0.63%-68313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,931$831K<0.01%+2,89013F-HRTimeline
Prime Capital Investment Advisors, LLC73,770$829K0.01%-5,42013F-HRTimeline
Rareview Capital LLC71,699$806K0.51%-1,62813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,441$803K<0.01%+6,06913F-HRTimelineGroup
NewEdge Advisors, LLC70,068$788K<0.01%+20,59313F-HRTimeline
Creative Planningin group Creative Planning68,739$773K<0.01%+33,64013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS68,102$765K0.03%+10,81213F-HRTimelineGroup
Cetera Investment Advisers63,365$712K<0.01%-3,76513F-HRTimeline
Fisher Asset Management, LLC61,029$686K<0.01%new13F-HRTimeline
New Insight Wealth Advisors59,910$673K0.31%+13,75013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,626$670K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC61,138$660K0.02%+88713F-HRTimeline
Dakota Wealth Management57,149$642K0.02%-153,25813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,181$620K<0.01%+12,06613F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT55,063$619K0.03%+4,36013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.53,566$602K0.41%013F-HRTimeline
Van Hulzen Asset Management, LLC50,950$573K0.05%013F-HRTimeline
Oder Investment Management, LLC50,393$566K0.48%+22013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,335$566K+9,437Timeline
RHS Financial, LLC49,979$562K0.32%+13,55513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC49,862$560K<0.01%-4,64313F-HRTimelineGroup
Atria Wealth Solutions, Inc.48,108$544K0.01%-2,14613F-HRTimeline
HighTower Advisors, LLC47,930$539K<0.01%+1,35213F-HRTimeline
D.A. DAVIDSON & CO.46,300$520K<0.01%+9,84413F-HRTimeline
EVERETT HARRIS & CO /CA/46,000$517K0.01%013F-HRTimeline
Apriem Advisors43,820$493K0.06%+12,50013F-HRTimeline
NWAM LLC43,139$485K0.04%-1,38513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40,750$461K0.01%+3,75013F-HRTimeline
Cooper Financial Group40,355$454K0.06%-1,55913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…37,600$423K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC35,626$400K<0.01%-3,40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,696$390K<0.01%+14,54013F-HRTimelineGroup
Core Wealth Partners LLC33,499$377K0.22%-4,04413F-HRTimeline
Sowell Financial Services LLC30,914$347K0.02%+5413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,940$325K<0.01%+43913F-HRTimelineGroup
NewEdge Wealth, LLC27,100$305K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,714$300K<0.01%new13F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC24,375$275K0.07%-1,15013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd24,422$275K0.01%+4,92113F-HRTimelineGroup
Snowden Capital Advisors LLC24,022$272K0.01%+213F-HRTimeline
MKT Advisors LLC23,060$250K0.12%013F-HRTimeline
Farther Finance Advisors, LLC21,822$246K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.21,541$242K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,383$240K<0.01%+2,57413F-HRTimeline
FIRST AMERICAN TRUST, FSB19,000$214K0.02%013F-HRTimeline
Pure Financial Advisors, LLC18,195$205K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,355$195K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,057$192K0.01%-4,07813F-HRTimelineGroup
Perigon Wealth Management, LLC16,568$186K<0.01%013F-HRTimeline
RB Capital Management, LLC15,531$175K0.04%-2,56813F-HRTimeline
Western Wealth Management, LLC15,049$169K0.01%013F-HRTimeline
Grassi Investment Management15,000$169K0.02%013F-HRTimeline
Choate Investment Advisors15,000$169K<0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc14,953$168K0.11%013F-HRTimeline
IEQ CAPITAL, LLC14,353$161K<0.01%-2,82513F-HRTimeline
Parallel Advisors, LLC13,831$155K<0.01%013F-HRTimeline
Intellectus Partners, LLC13,500$153K0.04%013F-HRTimeline
EP Wealth Advisors, LLC11,668$131K<0.01%-4,61113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,495$129K0.01%new13F-HRTimelineGroup
Mesirow Financial Investment Management…11,327$127K<0.01%+14413F-HRTimeline
Perennial Investment Advisors, LLC11,012$124K0.01%new13F-HRTimeline
Fermata Advisors, LLC10,900$123K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,804$121K<0.01%013F-HRTimelineGroup
Riverview Trust Co10,612$119K0.12%013F-HRTimeline
Strategic Advocates LLC10,400$117K0.04%013F-HRTimeline
North Berkeley Wealth Management, LLC10,161$114K0.12%013F-HRTimeline
CWM, LLCin group CWM, LLC10,061$113K<0.01%-83913F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC10,000$113K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$107K<0.01%013F-HRTimelineGroup
MAI Capital Management8,900$100K<0.01%013F-HRTimeline
COMERICA BANK5,283$59.4K<0.01%+4713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,400$49.5K<0.01%+1,52313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,550$39.9K<0.01%-1,00013F-HRTimeline
FNY Investment Advisers, LLC2,000$22K0.01%new13F-HRTimeline
Silicon Valley Capital Partners1,759$19.7K<0.01%+2213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,426$16K<0.01%-6,60013F-HRTimeline
AMERIFLEX GROUP, INC.1,400$15.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,277$14.4K<0.01%+2413F-HRTimeline
MATHER GROUP, LLC.1,016$11.4K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.933$10.5K<0.01%+1213F-HRTimeline
IFP Advisors, Inc858$9.64K<0.01%+1113F-HRTimeline
BFSG, LLC500$5.62K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$360<0.01%-1713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.