NCA Institutional Ownership

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

Latest close $9.04 as of Aug 6, 2026

NCA institutional ownership at a glance

Follow NUVEEN CALIFORNIA MUNICIPAL VALUE FUND institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.

Latest filing: UBS filed Schedule 13G amendment on Aug 3, 2026, reporting 2.2M shares and 6.60% beneficial ownership.

Browse recent ownership filings How Schedule 13G works Why a 13G is not a trade report

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.

Cross-institution intelligence

Institutional Research

This gauge summarizes recent agreement across tracked institutional activity.

Latest filing Aug 3, 2026

Public consensus preview Accumulation leaning 64/100 institutional research score

1 tracked institution Latest filing Aug 3, 2026

1 accumulating across 1 comparable institution.

Accumulating1

Unchanged0

Reducing0

Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week low$8.40 52-week high$9.80

Latest close $9.04 45.7% through the range

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Jun 30, 2026

UBS Aug 3, 2026 filed

Detailed institutional research

See what is driving the consensus.

Unlock holder-by-holder changes, ownership history, breadth by period, disclosure timing, and filing-specific signal analysis.

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Beneficial ownership filing history

Showing 2 of 2 filing(s)

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	$9.04
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	$9.04

Explore more institutional activity

Related research

Compare NCA with other securities showing similar institutional activity or recent accumulation across several tracked institutions.

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Recent multi-institution accumulation

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