Latest Institutional Purchases of Nuveen California Quality Municipal Income Fund (NAC)
This list provides information on the latest institutional transactions involving Nuveen California Quality Municipal Income Fund (NAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
230K+ 7.57% |
$2.57M - $2.68M
|
3.27M
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
149K+ 16.0% |
$1.67M - $1.73M
|
1.08M
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
72.7K+ 12.73% |
$812K - $844K
|
644K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
61KNew |
$682K - $709K
|
61K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.6KNew |
$666K - $692K
|
59.6K
$651K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 15.81% |
$553K - $574K
|
362K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
44.9K+ 2.89% |
$502K - $522K
|
1.6M
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.8K+ 237.11% |
$434K - $451K
|
55.2K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.6K+ 95.84% |
$376K - $391K
|
68.7K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32K+ 2.84% |
$357K - $371K
|
1.16M
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7KNew |
$298K - $310K
|
26.7K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
22.1K+ 7.65% |
$247K - $256K
|
310K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.5KNew |
$241K - $250K
|
21.5K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.8K+ 70.18% |
$232K - $241K
|
50.3K
$550K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 41.62% |
$230K - $239K
|
70.1K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4KNew |
$194K - $201K
|
17.4K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 72.14% |
$162K - $169K
|
34.7K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
13.8K+ 29.79% |
$154K - $160K
|
59.9K
$654K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
13.6K+ 37.21% |
$151K - $157K
|
50K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.5K+ 39.91% |
$140K - $145K
|
43.8K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$128K - $133K
|
11.5K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$123K - $128K
|
11K
$120K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.8K+ 18.87% |
$121K - $126K
|
68.1K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.84K+ 27.0% |
$110K - $114K
|
46.3K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.43K+ 8.15% |
$105K - $109K
|
125K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.07K+ 9.28% |
$67.8K - $70.5K
|
71.4K
$780K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
4.36K+ 8.6% |
$48.7K - $50.6K
|
55.1K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.91K+ 0.75% |
$43.6K - $45.3K
|
527K
$5.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 10.14% |
$41.9K - $43.5K
|
40.8K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.89K+ 4.07% |
$32.3K - $33.6K
|
73.9K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 13.68% |
$28.8K - $29.9K
|
21.4K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$22.3K - $23.2K
|
2K
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.54K+ 1.37% |
$17.2K - $17.9K
|
114K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 52.94% |
$17K - $17.7K
|
4.4K
$48K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 2.9% |
$15.1K - $15.7K
|
47.9K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 0.06% |
$13.1K - $13.6K
|
1.88M
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02KNew |
$11.3K - $11.8K
|
1.02K
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
887+ 1.47% |
$9.91K - $10.3K
|
61.1K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
439+ 1.54% |
$4.9K - $5.1K
|
28.9K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
220+ 0.44% |
$2.46K - $2.55K
|
50.4K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
144+ 1.29% |
$1.61K - $1.67K
|
11.3K
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54+ 0.17% |
$603 - $627
|
30.9K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.9% |
$525 - $546
|
5.28K
$57.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.92% |
$268 - $279
|
1.28K
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 1.3% |
$134 - $139
|
933
$10.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 1.3% |
$123 - $128
|
858
$9.37K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$22.3 - $23.2
|
24K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
142KNew |
$1.58M - $1.71M
|
142K
$1.56M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
50.4KNew |
$560K - $603K
|
50.4K
$550K
|
|