Institutional Ownership Nuveen California Quality Municipal Income Fund (NAC)
This table provides information about the institutional ownership of Nuveen California Quality Municipal Income Fund (NAC). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,406,674
shares
|
$38.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Mackay Shields LLC
|
Jul 24, 2025 Q2 2025 |
2,150,869
shares
|
$24.3 Million
4.98% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,810,250
shares
|
$20.4 Million
0.16% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,573,703
shares
|
$17.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,288,928
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,150,167
shares
|
$13 Million
0.03% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
741,485
shares
|
$8.37 Million
0.16% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
640,894
shares
|
$7.24 Million
0.3% of portfolio
|
Q3 2022
Added 5.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
551,348
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
494,618
shares
|
$5.58 Million
0.0% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
475,879
shares
|
$5.37 Million
0.01% of portfolio
|
Q1 2024
Added 18.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
434,012
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
347,748
shares
|
$3.93 Million
0.17% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
323,400
shares
|
$3.65 Million
0.69% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
320,013
shares
|
$3.61 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
249,824
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
232,655
shares
|
$2.63 Million
1.51% of portfolio
|
Q3 2023
Added 44.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
191,148
shares
|
$2.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
174,142
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
173,252
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
155,519
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
148,317
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
148,098
shares
|
$1.67 Million
0.77% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
144,621
shares
|
$1.63 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
142,401
shares
|
$1.61 Million
1.37% of portfolio
|
Q4 2024
New holding
|