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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
477New |
$4.85K - $5.43K
|
477
$5.18K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 32.28% |
$104K - $116K
|
21.4K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$106K - $119K
|
10.5K
$114K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$12K - $14.3K
|
1.1K
$11.9K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$121K - $144K
|
11.1K
$121K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.7KNew |
$520K - $620K
|
47.7K
$518K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
904+ 4.9% |
$9.85K - $11.7K
|
19.3K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10KNew |
$109K - $130K
|
10K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.7K+ 13.62% |
$62.1K - $73.9K
|
47.5K
$516K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.6K+ 5.7% |
$377K - $449K
|
641K
$6.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$142K - $169K
|
13K
$142K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$163K - $194K
|
15K
$163K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.68K- 0.68% |
$29.2K - $34.8K
|
391K
$4.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 1.25% |
$273 - $325
|
2.03K
$22.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9.93K- 25.2% |
$108K - $129K
|
29.5K
$320K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400New |
$4.36K - $5.19K
|
400
$4.34K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4KClosed |
$38.4K - $44.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.35KNew |
$82.8K - $96.5K
|
7.35K
$79.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-38.7KClosed |
$436K - $508K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-97.3KClosed |
$1.1M - $1.28M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.5K- 10.88% |
$16.9K - $19.7K
|
12.3K
$133K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$27.5K - $32K
|
2.44K
$26.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6KClosed |
$67.6K - $78.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$36.9K - $43K
|
3.27K
$35.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-47.7KClosed |
$538K - $627K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$109K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.46KClosed |
$27.8K - $32.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$109K
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-12.5KClosed |
$141K - $164K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1KClosed |
$159K - $186K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45.6KClosed |
$514K - $599K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.5KNew |
$140K - $164K
|
12.5K
$135K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.7KClosed |
$177K - $206K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1New |
$11.3 - $13.1
|
1
$10.9
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.48KNew |
$16.7K - $19.4K
|
1.48K
$16.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.36K+ 43.55% |
$49.1K - $57.2K
|
14.4K
$156K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.72% |
$14.7K - $17.1K
|
74.2K
$806K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
41.4KNew |
$467K - $544K
|
41.4K
$450K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02KClosed |
$11.5K - $13.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.9KClosed |
$21.4K - $24.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-11.3KClosed |
$127K - $148K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-21.2KClosed |
$239K - $278K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.93K- 60.2% |
$55.6K - $64.8K
|
3.26K
$35.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628Closed |
$7.08K - $8.25K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.6KNew |
$136K - $166K
|
10.6K
$115K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112KClosed |
$1.43M - $1.75M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.3KClosed |
$285K - $349K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.2KClosed |
$233K - $285K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.11KClosed |
$14.2K - $17.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1KClosed |
$206K - $251K
|
0
$0
|
|