8 institutions reported holding $7.9M of NUVEEN CA DIVI ADV MUN (NAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($6.3M), Cooper Financial Group ($530,886), Mirador Capital Partners LP ($389,961), ECLECTIC ASSOCIATES INC /ADV ($298,600), Castle Rock Wealth Management, LLC ($285,122). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.3M | 518,286 | Added |
| 2 | Cooper Financial Group | $530,886 | 43,802 | Added |
| 3 | Mirador Capital Partners LP | $389,961 | 32,175 | New |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $298,600 | 24,637 | Added |
| 5 | Castle Rock Wealth Management, LLC | $285,122 | 23,409 | Hold |
| 6 | Fermata Advisors, LLC | $139,380 | 11,500 | Hold |
| 7 | FNY Investment Advisers, LLC | $24,000 | 2,000 | Hold |
| 8 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30