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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.5K- 10.88% |
$16.9K - $19.7K
|
12.3K
$140K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7KClosed |
$121K - $141K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$27.5K - $32K
|
2.44K
$27.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6KClosed |
$67.6K - $78.8K
|
0
$0
|
|
|
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
$114K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$36.9K - $43K
|
3.27K
$37.2K
|
|
|
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
$114K
|
|
|
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
$142K
|
|
|
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
$11.4
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.48KNew |
$16.7K - $19.4K
|
1.48K
$16.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.36K+ 43.55% |
$49.1K - $57.2K
|
14.4K
$163K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.72% |
$14.7K - $17.1K
|
74.2K
$844K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
41.4KNew |
$467K - $544K
|
41.4K
$471K
|
|
|
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
$37.1K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628Closed |
$7.08K - $8.25K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.3KClosed |
$285K - $349K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.6KNew |
$136K - $166K
|
10.6K
$121K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112KClosed |
$1.43M - $1.75M
|
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
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$188K - $230K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.71K- 10.35% |
$21.9K - $26.7K
|
14.8K
$169K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.41K+ 228.2% |
$18K - $22K
|
2.03K
$23K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1KClosed |
$155K - $189K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28.3KClosed |
$362K - $442K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-510- 4.04% |
$7.69K - $8.05K
|
12.1K
$138K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.2KClosed |
$18.1K - $18.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-3.14KClosed |
$47.3K - $49.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.4KNew |
$157K - $164K
|
10.4K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.8KClosed |
$192K - $201K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23.1KNew |
$348K - $364K
|
23.1K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$6.03K - $6.31K
|
400
$4.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11.6KClosed |
$175K - $183K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$505K - $529K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.1KClosed |
$234K - $243K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-53Closed |
$824 - $855
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21.2KNew |
$330K - $342K
|
21.2K
$242K
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-30.5KClosed |
$475K - $492K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
SELL
|
- |
-2.26K- 1.81% |
$33.7K - $35.7K
|
122K
$1.39M
|
|