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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
57,149
shares
|
$613,780
0.02% of portfolio
|
Q1 2025
Reduced 72.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
55,181
shares
|
$592,643
0.0% of portfolio
|
Q1 2025
Added 237.11%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
55,063
shares
|
$591,376
0.03% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
53,566
shares
|
$575,298
0.41% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
50,950
shares
|
$547,203
0.05% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
50,393
shares
|
$541,220
0.49% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
50,359
shares
|
$540,855
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
50,335
shares
|
$540,597
0.01% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
49,979
shares
|
$536,774
0.33% of portfolio
|
Q1 2025
Added 37.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
49,862
shares
|
$535,517
0.0% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
48,541
shares
|
$521,330
0.04% of portfolio
|
Q1 2020
Reduced 3.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
48,108
shares
|
$516,679
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
47,930
shares
|
$514,768
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
46,300
shares
|
$497,262
0.0% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
46,000
shares
|
$494,040
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
43,820
shares
|
$470,626
0.06% of portfolio
|
Q1 2025
Added 39.91%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
43,139
shares
|
$463,312
0.04% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
40,750
shares
|
$437,655
0.01% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
40,355
shares
|
$433,412
0.06% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
37,600
shares
|
$403,824
0.04% of portfolio
|
Q4 2024
Reduced 88.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
35,626
shares
|
$382,623
0.0% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,696
shares
|
$372,635
0.0% of portfolio
|
Q1 2025
Added 72.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,500
shares
|
$370,530
0.01% of portfolio
|
Q4 2023
Reduced 38.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
33,499
shares
|
$359,779
0.22% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
30,914
shares
|
$332,016
0.02% of portfolio
|
Q1 2025
Added 0.17%
|