Latest Institutional Transactions on Nuveen California Quality Municipal Income Fund (NAC)
This table provides information on the latest institutional transactions involving Nuveen California Quality Municipal Income Fund (NAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4KNew |
$194K - $201K
|
17.4K
$188K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.5KNew |
$241K - $250K
|
21.5K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.8K+ 70.18% |
$232K - $241K
|
50.3K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.39K- 3.11% |
$15.5K - $16.1K
|
43.1K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 1.3% |
$123 - $128
|
858
$9.32K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.6K- 82.23% |
$73.7K - $76.6K
|
1.43K
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
22.1K+ 7.65% |
$247K - $256K
|
310K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.36K- 3.88% |
$48.6K - $50.6K
|
108K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
4.36K+ 8.6% |
$48.7K - $50.6K
|
55.1K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 21.98% |
$11.2K - $11.6K
|
3.55K
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-839- 7.7% |
$9.37K - $9.74K
|
10.1K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-153K- 72.84% |
$1.71M - $1.78M
|
57.1K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.64K- 8.52% |
$51.9K - $53.9K
|
49.9K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.9K- 8.75% |
$166K - $173K
|
155K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
13.8K+ 29.79% |
$154K - $160K
|
59.9K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.84K+ 27.0% |
$110K - $114K
|
46.3K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
887+ 1.47% |
$9.91K - $10.3K
|
61.1K
$664K
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-40.5K- 1.82% |
$452K - $470K
|
2.18M
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80.4K- 37.7% |
$898K - $933K
|
133K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02KNew |
$11.3K - $11.8K
|
1.02K
$11K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-683- 0.9% |
$7.63K - $7.93K
|
75.1K
$815K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.08K- 19.3% |
$45.6K - $47.3K
|
17.1K
$185K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 10.14% |
$41.9K - $43.5K
|
40.8K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-2.36K- 1.64% |
$26.3K - $27.4K
|
141K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
439+ 1.54% |
$4.9K - $5.1K
|
28.9K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-710- 0.37% |
$7.93K - $8.24K
|
192K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$22.3K - $23.2K
|
2K
$21.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54+ 0.17% |
$603 - $627
|
30.9K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
13.6K+ 37.21% |
$151K - $157K
|
50K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 13.68% |
$28.8K - $29.9K
|
21.4K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.13K- 4.02% |
$68.5K - $71.2K
|
147K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 1.3% |
$134 - $139
|
933
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.2K- 13.08% |
$538K - $560K
|
320K
$3.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.92% |
$268 - $279
|
1.28K
$13.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.51% |
$12.8K - $13.4K
|
24.4K
$265K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
50.4KNew |
$560K - $603K
|
50.4K
$547K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15KNew |
$166K - $179K
|
15K
$162K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.61K+ 31.55% |
$40.1K - $43.2K
|
15K
$163K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
10.2KNew |
$113K - $122K
|
10.2K
$110K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.4KNew |
$15.6K - $16.8K
|
1.4K
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.9KNew |
$99K - $107K
|
8.9K
$96.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$115K - $124K
|
10.3K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-719K- 90.82% |
$8M - $8.61M
|
72.7K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$222K - $240K
|
20K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.3K+ 90.3% |
$203K - $219K
|
38.5K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-18K- 59.27% |
$201K - $216K
|
12.4K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
142KNew |
$1.58M - $1.71M
|
142K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.7KNew |
$463K - $499K
|
41.7K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.49K+ 16.76% |
$61K - $65.8K
|
38.3K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$126K - $136K
|
11.3K
$123K
|
|