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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.38K+ 4.72% |
$15.7K - $16.5K
|
30.5K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
729+ 2.28% |
$8.31K - $8.74K
|
32.8K
$373K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
499+ 1.32% |
$5.69K - $5.98K
|
38.4K
$437K
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
287+ 1.56% |
$3.27K - $3.44K
|
18.7K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
247+ 1.49% |
$2.82K - $2.96K
|
16.8K
$192K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
221+ 1.23% |
$2.52K - $2.65K
|
18.2K
$207K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
205+ 1.92% |
$2.34K - $2.46K
|
10.9K
$124K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 0.54% |
$2.23K - $2.35K
|
36.2K
$412K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
108+ 0.04% |
$1.23K - $1.29K
|
251K
$2.86M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
102+ 4.12% |
$1.16K - $1.22K
|
2.58K
$29.3K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89+ 0.23% |
$1.01K - $1.07K
|
39.6K
$451K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.06% |
$433 - $456
|
61.8K
$704K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35+ 0.15% |
$399 - $420
|
23K
$262K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 0.05% |
$353 - $372
|
66.5K
$757K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 2.5% |
$342 - $360
|
1.23K
$14K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
26+ 0.06% |
$296 - $312
|
41.4K
$471K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.18% |
$228 - $240
|
11K
$126K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.93% |
$194 - $204
|
898
$10.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38.2K+ 24.15% |
$406K - $442K
|
196K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
25K+ 13.56% |
$266K - $290K
|
209K
$2.38M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.8K+ 2.27% |
$179K - $195K
|
758K
$8.62M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$81K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.08K+ 46.98% |
$64.6K - $70.3K
|
19K
$216K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6K+ 28.47% |
$63.8K - $69.5K
|
27.1K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
666New |
$7.09K - $7.71K
|
666
$7.58K
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
37+ 0.05% |
$394 - $428
|
73.2K
$833K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.17% |
$192 - $208
|
10.3K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 100.0% |
$106 - $116
|
20
$228
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
73.9K+ 18.38% |
$796K - $825K
|
476K
$5.42M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3KNew |
$423K - $439K
|
39.3K
$447K
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$397K - $412K
|
36.9K
$420K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$201K - $208K
|
18.7K
$212K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18KNew |
$194K - $201K
|
18K
$205K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3KNew |
$144K - $149K
|
13.3K
$152K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$137K - $142K
|
12.7K
$144K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
10.6KNew |
$114K - $119K
|
10.6K
$121K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10KNew |
$108K - $112K
|
10K
$114K
|
|
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
$15.9M
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
47.7KNew |
$445K - $532K
|
47.7K
$543K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.8K+ 327.89% |
$437K - $522K
|
61.1K
$695K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14.2KNew |
$132K - $158K
|
14.2K
$161K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$113K - $135K
|
12.1K
$138K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.4KNew |
$78.4K - $93.7K
|
8.4K
$95.6K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.02KNew |
$46.8K - $56K
|
5.02K
$57.1K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.69KNew |
$34.4K - $41.1K
|
3.69K
$41.9K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
800New |
$7.46K - $8.92K
|
800
$9.1K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.28% |
$308 - $368
|
11.8K
$134K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$243 - $290
|
26
$296
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|