Cross-institution positioning
Aug 3, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchNCA Institutional Ownership
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
Latest stored close $8.28 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
63/100
2 tracked · 1 comparable
Latest filing
Aug 3, 2026
Positive breadth
2 positive · 0 negative
Recent close
$8.28
Research confidence
Limited
Institutional Research 68/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 3, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 63/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
Institutional
68/100
Insiders
50/100
Events
50/100
Material company events
Oct 8, 20262 non-amendment material events in the last 90 days; 2 capital-related filing/events; Latest classified evidence: Prospectus filing. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataPrice context
Sep 15, 2026Recent close is 1% through its reported 52-week range; -1.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from UBS.
Filed Aug 3, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 3, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
UBS
Filed Aug 3, 2026
Direction locked
Morgan Stanley
Filed May 6, 2025
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
UBS
Filed Aug 3, 2026
Morgan Stanley
Filed May 6, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related2
90-day equity-related0
90-day debt-related0
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$8.58
View live quote ↗
52-week low
$8.57
Sep 15, 2026
52-week high
$9.80
Feb 5, 2026
Below 52-week high
12.4%
1W return
-3.7%
1M return
-6.3%
3M return
-6.2%
6M return
-7.4%
YTD return
-4.1%
1Y return
-1.6%
30-day volatility
10.6%
90-day volatility
9.7%
1Y max drawdown
-11.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 5 filing(s) · 2 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| UBS CIK0001610520 | Jun 30, 2026 observed Aug 3, 2026 filed · 34d Schedule 13G amendment | Reported accumulation | 2.2M +377.7K | 6.60% +1.18 pts | $9.33 | $8.96 | $8.28 |
| UBS CIK0001610520 | Dec 31, 2025 observed Jan 30, 2026 filed · 30d Initial Schedule 13G | Initial Schedule 13G | 1.8M | 5.42% | $8.95 | $9.68 | $8.28 |
| Morgan Stanley CIK0000895421 | Mar 31, 2025 observed May 6, 2025 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 1.7M | 5.20% | $8.65 | $8.50 | $8.28 |
Explore more institutional activity
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