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Livermore
Livermore
ZHEN

Nuveen California Municipal Value Fund

NCA
Exchange
NYSE
SEC CIK
0000818851

No open-market purchases or sales by Nuveen California Municipal Value Fund insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $82.8M in total; no superinvestor holds it.

Holders of 5% or more of NCA

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Nuveen California Municipal Value Fund, largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of NCA
HolderLatest formStakeChangeFirst filedLatest filingFiling
UBS Group AG13G/A6.60%2.17M shares+1.20 ppfrom 5.40%Jan 30, 20262 filingsAug 3, 2026SEC
Morgan Stanley13G5.20%1.73M sharesNewMay 6, 20251 filingMay 6, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

6 Schedule 13D and 13G filings on Nuveen California Municipal Value Fund, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on NCA
Filed (ET)FilerFormStakeChangeEvent dateFiling
Aug 3, 202611:40 AM ETUBS Group AG13G/A6.60%2.17M shares+1.20 ppfrom 5.40%Jun 30, 2026SEC
Jan 30, 20262:09 PM ETUBS Group AG13G5.40%1.79M sharesNewDec 31, 2025SEC
May 6, 20255:26 PM ETMorgan Stanleyand 1 other13G5.20%1.73M sharesNewMar 31, 2025SEC
Feb 13, 202311:08 AM ETFirst Trust Portfolios LP13G/AOld format–––SEC
Jan 14, 2022First Trust Portfolios LP13G/AOld format–––SEC
Jan 22, 20219:28 AM ETFirst Trust Portfolios LP13G/AOld format–––SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Nuveen California Municipal Value Fund shares.

No Form 144 notices for Nuveen California Municipal Value Fund are on file.