NCA on NYSE
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
Fund registered in the United States, based in Chicago, active since 1987. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
- TickerNCA on NYSE2
- HeadquartersChicago, United States2
- Incorporated inMA3
- Business address333 W. Wacker Dr, Chicago, Il 606063
- Legal formFund2
- Kind of organizationFund2
- LEI549300TMONWV3LX8YU602
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O C T Corporation System, 02110 Boston, United States2
- Registered withSecurities and Exchange Commission, 00008188512
Leadership
Who has led NUVEEN CALIFORNIA MUNICIPAL VALUE FUND, and when. Pick a name to see everywhere that person has worked.
President
- PresidentBrian J. Lockhart Aug 16, 2019 to Aug 16, 20194
- PresidentMark Anson Aug 8, 2008 to Aug 8, 20085
Board members and other officers (32)
- VP and TreasurerRobert Tanner Page Oct 29, 2025 to now6
- Vice PresidentJames N. Nelson Iii. Mar 8, 2024 to Mar 8, 20247
- Vice PresidentMary Beth Ramsay Mar 11, 2024 to Mar 11, 20248
- VP and ControllerMarc Cardella Dec 2, 2024 to Dec 2, 20249
- Vice PresidentJohn M. McCann Apr 21, 2022 to Apr 21, 202210
- Chief Compliance OfficerBrett Black Jun 6, 2022 to Jun 6, 202211
- Vice PresidentTrey Stenersen Iii. Aug 15, 2022 to Aug 15, 202212
- Vice PresidentDeann Morgan Mar 6, 2020 to Mar 6, 202013
- Vice PresidentE. Scott Wickerham Apr 18, 2019 to Apr 18, 201914
- Vice PresidentJacques M. Longerstaey Aug 16, 2019 to Aug 16, 201915
- Vice PresidentJon Scott Meissner Oct 17, 2019 to Oct 17, 201916
- Vice PresidentWilliam T. Meyers Feb 28, 2018 to Feb 28, 201817
- Vice PresidentMichael A. Perry Aug 10, 2017 to Aug 10, 201718
- Vice PresidentWilliam A. Siffermann Aug 10, 2017 to Aug 10, 201719
- Vice President and TreasurerNathaniel T. Jones Jun 24, 2016 to Jun 24, 201620
- Vice PresidentDavid J. Lamb Mar 5, 2015 to Mar 5, 201521
- Vice President and TreasurerSherri A. Hlavacek Aug 14, 2015 to Aug 14, 201522
- Vice PresidentJoel T. Slager Jul 25, 2013 to Jul 25, 201323
- Vice PresidentKathleen L. Prudhomme Jan 11, 2011 to Jan 11, 201124
- Vice PresidentMichelle Ann McCarthy Aug 5, 2010 to Aug 5, 201025
- Vice PresidentGregory T. Mino Mar 27, 2009 to Mar 27, 200926
- Vice PresidentJames Ruane Mar 27, 2009 to Mar 31, 200927
- Vice PresidentMargo L. Cook Mar 27, 2009 to Mar 27, 200928
- Vice PresidentNizida Arriaga Mar 27, 2009 to Mar 27, 200929
- Vice PresidentWilliam T. Huffman Jr. Mar 27, 2009 to Mar 27, 200930
- Vice President & TreasurerScott S. Grace Nov 27, 2009 to Nov 27, 200931
- Vice PresidentDemark L. Winget Jan 18, 2008 to Feb 28, 201832
- Vice PresidentChristopher M. Rohrbacher Jun 6, 2008 to Oct 11, 201633
- Vice PresidentCedric H. Antosiewicz Jun 7, 2007 to Jun 7, 200734
- Assistant Vice PresidentWalter M. Kelly Sep 27, 2006 to Sep 27, 200635
- Board memberTerence J. Toth Jul 1, 2008 to Jul 1, 200836
- Board memberCarole E. Stone Jan 8, 2007 to Jan 8, 200737
Subsidiaries and ownership
Fund manager
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Former names
- NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INCSep 29, 1995 to May 17, 20213
Timeline
- Jul 14, 1987Founded NUVEEN CALIFORNIA MUNICIPAL VALUE FUND is founded2
Filings
76 filings to the SEC since October 2021: 3 major events, 15 insider forms, 5 large holders, 53 other. The latest 20:
- Oct 8, 2026424B3 PROSPECTUS FILED PURSUANT TO RULE 424(B)(3) EDGAR
- Oct 2, 2026424B3 PROSPECTUS FILED PURSUANT TO RULE 424(B)(3) EDGAR
- Sep 3, 20263 EDGAR
- Aug 31, 20263 EDGAR
- Aug 20, 2026N-PX EDGAR
- Aug 17, 2026N-CSRS/A NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
- Aug 3, 2026SCHEDULE 13G/A EDGAR
- Jul 24, 2026NPORT-P EDGAR
- May 22, 2026EFFECT EDGAR
- May 22, 2026424B2 EDGAR
- May 20, 2026N-2/A AMENDMENT TO FORM N-2 EDGAR
- May 7, 2026N-CSRS NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
- Apr 27, 2026NPORT-P EDGAR
- Apr 9, 2026N-2 INITIAL REGISTRATION STATEMENT ON FORM N-2 EDGAR
- Feb 23, 20263 EDGAR
- Jan 30, 2026SCHEDULE 13G EDGAR
- Jan 28, 2026NPORT-P EDGAR
- Nov 14, 2025N-CEN EDGAR
- Nov 6, 2025DEF 14A NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
- Nov 6, 2025N-CSR NUVEEN CALIFORNIA MUNICIPAL VALUE FUND EDGAR
The 76 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- UBSSCHEDULE 13G/A, 2 filings Jan 30, 2026 to Aug 3, 202638
- Morgan StanleySCHEDULE 13G, 1 filing May 6, 202539
- FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 14, 2022 to Feb 13, 202340
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 57. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4SEC EDGARBrian J. Lockhart, President
- 5SEC EDGARMark Anson, President
- 6SEC EDGARRobert Tanner Page, VP and Treasurer
- 7SEC EDGARJames N. Nelson Iii., Vice President
- 8SEC EDGARMary Beth Ramsay, Vice President
- 9SEC EDGARMarc Cardella, VP and Controller
- 10SEC EDGARJohn M. McCann, Vice President
- 11
- 12SEC EDGARTrey Stenersen Iii., Vice President
- 13SEC EDGARDeann Morgan, Vice President
- 14SEC EDGARE. Scott Wickerham, Vice President
- 15
- 16SEC EDGARJon Scott Meissner, Vice President
- 17SEC EDGARWilliam T. Meyers, Vice President
- 18SEC EDGARMichael A. Perry, Vice President
- 19
- 20
- 21SEC EDGARDavid J. Lamb, Vice President
- 22
- 23SEC EDGARJoel T. Slager, Vice President
- 24
- 25
- 26SEC EDGARGregory T. Mino, Vice President
- 27SEC EDGARJames Ruane, Vice President
- 28SEC EDGARMargo L. Cook, Vice President
- 29SEC EDGARNizida Arriaga, Vice President
- 30
- 31
- 32SEC EDGARDemark L. Winget, Vice President
- 33
- 34
- 35
- 36SEC EDGARTerence J. Toth, Board member
- 37SEC EDGARCarole E. Stone, Board member
- 38
- 39
- 40