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 134 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
148,098
shares
|
$1.59 Million
0.8% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
146,597
shares
|
$1.57 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
142,401
shares
|
$1.53 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
140,895
shares
|
$1.51 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
132,849
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
125,135
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
123,040
shares
|
$1.32 Million
0.32% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,691
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
113,751
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
107,887
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
84,019
shares
|
$902,364
0.03% of portfolio
|
Q1 2025
Reduced 40.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
75,437
shares
|
$810,193
0.0% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
75,053
shares
|
$806,069
0.63% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
73,931
shares
|
$794,018
0.0% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
73,770
shares
|
$792,289
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
71,699
shares
|
$770,047
0.51% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
71,441
shares
|
$767,276
0.0% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
70,068
shares
|
$752,530
0.0% of portfolio
|
Q1 2025
Added 41.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
68,739
shares
|
$738,256
0.0% of portfolio
|
Q1 2025
Added 95.84%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
68,102
shares
|
$731,415
0.03% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
63,365
shares
|
$680,540
0.0% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
61,138
shares
|
$656,622
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
61,029
shares
|
$655,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
59,910
shares
|
$643,433
0.31% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
59,626
shares
|
$640,383
0.0% of portfolio
|
Q1 2025
New holding
|