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 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-728Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.6KClosed |
$158K - $168K
|
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
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-52.6KClosed |
$760K - $805K
|
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
$740K
|
|
|
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 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.2KClosed |
$424K - $444K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
41.9KNew |
$607K - $637K
|
41.9K
$477K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.02KNew |
$14.7K - $15.4K
|
1.02K
$11.6K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.1KClosed |
$392K - $411K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.2KClosed |
$279K - $292K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.5K+ 15.12% |
$49.8K - $53.2K
|
26.7K
$303K
|
|
|
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
$523K
|
|
| 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
$171K
|
|
|
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
$552K
|
|
|
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 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1KClosed |
$301K - $327K
|
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
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-41.3KClosed |
$559K - $598K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-38KClosed |
$515K - $551K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$185K - $200K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$136K - $147K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.06KClosed |
$13.6K - $14.7K
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-12.5KClosed |
$161K - $173K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
183+ 915.0% |
$2.25K - $2.36K
|
203
$2.31K
|
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-618Closed |
$7.61K - $7.97K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-239KClosed |
$2.94M - $3.08M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-10KClosed |
$123K - $129K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-39.7KClosed |
$510K - $537K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.87KNew |
$24K - $25.3K
|
1.87K
$21.3K
|
|
|
Nov 13, 2018
Q3 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-386KClosed |
$4.95M - $5.22M
|
0
$0
|
|