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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
72.1K+ 44.94% |
$696K - $790K
|
233K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20KNew |
$193K - $219K
|
20K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17KNew |
$164K - $187K
|
17K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$135K - $153K
|
14K
$159K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.9KNew |
$105K - $119K
|
10.9K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.4KNew |
$100K - $114K
|
10.4K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.4KNew |
$52.1K - $59.1K
|
5.4K
$61.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.33KNew |
$12.8K - $14.5K
|
1.33K
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 1.05% |
$145 - $164
|
1.45K
$16.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.04% |
$145 - $164
|
38K
$432K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.4KNew |
$244K - $262K
|
23.4K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$122K - $132K
|
11.8K
$134K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10K+ 62.5% |
$104K - $112K
|
26K
$296K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
248+ 1.98% |
$2.58K - $2.78K
|
12.7K
$145K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
37.5KNew |
$403K - $440K
|
37.5K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$285K - $312K
|
26.6K
$303K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18.9KNew |
$202K - $221K
|
18.9K
$215K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.3KNew |
$142K - $156K
|
13.3K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$116K - $127K
|
10.8K
$123K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84KNew |
$19.8K - $21.6K
|
1.84K
$21K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.44KNew |
$15.5K - $16.9K
|
1.44K
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.41K+ 11.17% |
$15.2K - $16.6K
|
14.1K
$160K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
204KNew |
$2.07M - $2.32M
|
204K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
16.8KNew |
$171K - $191K
|
16.8K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$106K - $119K
|
10.5K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$105K - $118K
|
10.4K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$23K - $25.8K
|
2.26K
$25.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.66KNew |
$16.8K - $18.8K
|
1.66K
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.36K+ 6.33% |
$13.8K - $15.4K
|
22.8K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
477New |
$4.85K - $5.43K
|
477
$5.43K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.7KNew |
$520K - $620K
|
47.7K
$543K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.6K+ 5.7% |
$377K - $449K
|
641K
$7.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$163K - $194K
|
15K
$170K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$142K - $169K
|
13K
$148K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$121K - $144K
|
11.1K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10KNew |
$109K - $130K
|
10K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.7K+ 13.62% |
$62.1K - $73.9K
|
47.5K
$541K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$12K - $14.3K
|
1.1K
$12.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
904+ 4.9% |
$9.85K - $11.7K
|
19.3K
$220K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400New |
$4.36K - $5.19K
|
400
$4.55K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 1.25% |
$273 - $325
|
2.03K
$23.1K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
41.4KNew |
$467K - $544K
|
41.4K
$471K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.5KNew |
$140K - $164K
|
12.5K
$142K
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$114K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$114K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.35KNew |
$82.8K - $96.5K
|
7.35K
$83.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.36K+ 43.55% |
$49.1K - $57.2K
|
14.4K
$163K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$36.9K - $43K
|
3.27K
$37.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$27.5K - $32K
|
2.44K
$27.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.48KNew |
$16.7K - $19.4K
|
1.48K
$16.9K
|
|