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 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
$161K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.41K+ 228.2% |
$18K - $22K
|
2.03K
$22K
|
|
|
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
$132K
|
|
|
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
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.4KNew |
$157K - $164K
|
10.4K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.8KClosed |
$192K - $201K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-3.14KClosed |
$47.3K - $49.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23.1KNew |
$348K - $364K
|
23.1K
$250K
|
|
|
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
$230K
|
|
|
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
$1.33M
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-728Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-21KClosed |
$314K - $333K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.76KClosed |
$54.3K - $57.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-48.4KClosed |
$699K - $741K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
$20.2K - $21.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
65KNew |
$939K - $995K
|
65K
$706K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-52.6KClosed |
$760K - $805K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-336KClosed |
$4.85M - $5.14M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.03KClosed |
$29.3K - $31.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-732Closed |
$10.6K - $11.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
41.9KNew |
$607K - $637K
|
41.9K
$455K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.02KNew |
$14.7K - $15.4K
|
1.02K
$11K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.1KClosed |
$392K - $411K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.5K+ 15.12% |
$49.8K - $53.2K
|
26.7K
$289K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.41KClosed |
$48.4K - $51.7K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Everett Harris & CO
|
BUY
|
- |
46KNew |
$654K - $699K
|
46K
$500K
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-371Closed |
$4.83K - $5.34K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-5.92KClosed |
$77.2K - $85.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Leisure Capital Management
|
SELL
|
- |
-11.7KClosed |
$152K - $168K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Grassi Investment Management
|
BUY
|
- |
15KNew |
$195K - $216K
|
15K
$163K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-536Closed |
$6.98K - $7.72K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.58K- 3.15% |
$17.5K - $24.6K
|
48.5K
$527K
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5KClosed |
$127K - $179K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.4KClosed |
$37.6K - $53K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.4KClosed |
$148K - $209K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.05KClosed |
$11.6K - $16.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.53KClosed |
$22.3K - $23.1K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-15.3KClosed |
$223K - $230K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 25, 2023
Q3 2019
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13KClosed |
$185K - $201K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14.2KClosed |
$203K - $220K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-150Closed |
$2.14K - $2.32K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
$20.7K - $22.5K
|
0
$0
|
|