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 132 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
50,995
shares
|
$580,323
0.53% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
48,541
shares
|
$552,396
0.04% of portfolio
|
Q1 2020
Reduced 3.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
47,066
shares
|
$535,611
0.37% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
46,000
shares
|
$523,480
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
44,524
shares
|
$506,683
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
44,524
shares
|
$506,683
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,297
shares
|
$481,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
41,390
shares
|
$471,018
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
40,320
shares
|
$458,841
0.06% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
39,887
shares
|
$453,914
0.01% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
39,637
shares
|
$451,069
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,359
shares
|
$436,525
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
37,984
shares
|
$432,257
0.0% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
37,543
shares
|
$427,239
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
36,188
shares
|
$411,819
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,500
shares
|
$392,610
0.01% of portfolio
|
Q4 2023
Reduced 38.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
32,900
shares
|
$374,402
0.01% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
32,766
shares
|
$372,877
0.13% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
32,387
shares
|
$368,564
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
30,522
shares
|
$347,340
0.19% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,451
shares
|
$346,532
0.03% of portfolio
|
Q3 2024
Added 142.83%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
28,251
shares
|
$321,496
0.04% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
27,776
shares
|
$316,090
0.01% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,525
shares
|
$290,474
0.08% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,016
shares
|
$273,302
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|