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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
42K+ 21.17% |
$467K - $503K
|
240K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.7KNew |
$463K - $499K
|
41.7K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2K+ 19.32% |
$314K - $338K
|
174K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20.9K+ 20.46% |
$232K - $250K
|
123K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$222K - $240K
|
20K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.3K+ 90.3% |
$203K - $219K
|
38.5K
$421K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15KNew |
$166K - $179K
|
15K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$150K - $162K
|
13.5K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$126K - $136K
|
11.3K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$115K - $124K
|
10.3K
$113K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
10.2KNew |
$113K - $122K
|
10.2K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.6K+ 54.86% |
$107K - $115K
|
27.1K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.9KNew |
$99K - $107K
|
8.9K
$97.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.5K+ 13.81% |
$72.3K - $77.9K
|
53.6K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.49K+ 16.76% |
$61K - $65.8K
|
38.3K
$418K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.61K+ 31.55% |
$40.1K - $43.2K
|
15K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.74KNew |
$19.3K - $20.8K
|
1.74K
$19K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.4KNew |
$15.6K - $16.8K
|
1.4K
$15.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.23% |
$15.6K - $16.8K
|
16.6K
$181K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.4KNew |
$608K - $640K
|
53.4K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$584K - $614K
|
51.2K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$169K - $178K
|
14.9K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$123K - $130K
|
10.8K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37K+ 34.84% |
$61.2K - $64.3K
|
20.8K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 4.39% |
$55.9K - $58.8K
|
117K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$39.9K - $42K
|
3.5K
$38.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
221+ 1.23% |
$2.52K - $2.65K
|
18.2K
$199K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38.2K+ 24.15% |
$406K - $442K
|
196K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.8K+ 2.27% |
$179K - $195K
|
758K
$8.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$77.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
666New |
$7.09K - $7.71K
|
666
$7.27K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.17% |
$192 - $208
|
10.3K
$113K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
73.9K+ 18.38% |
$796K - $825K
|
476K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3KNew |
$423K - $439K
|
39.3K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$397K - $412K
|
36.9K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$201K - $208K
|
18.7K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18KNew |
$194K - $201K
|
18K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3KNew |
$144K - $149K
|
13.3K
$146K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$137K - $142K
|
12.7K
$139K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
10.6KNew |
$114K - $119K
|
10.6K
$116K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10KNew |
$108K - $112K
|
10K
$109K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54KNew |
$27.3K - $28.3K
|
2.54K
$27.7K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
502K+ 55.96% |
$4.68M - $5.59M
|
1.4M
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
47.7KNew |
$445K - $532K
|
47.7K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14.2KNew |
$132K - $158K
|
14.2K
$155K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$113K - $135K
|
12.1K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.4KNew |
$78.4K - $93.7K
|
8.4K
$91.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.02KNew |
$46.8K - $56K
|
5.02K
$54.8K
|
|