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 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
51,133
shares
|
$615,641
0.02% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
50,807
shares
|
$611,716
0.01% of portfolio
|
Q3 2025
Reduced 22.26%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
49,816
shares
|
$599,784
0.34% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
48,541
shares
|
$584,433
0.04% of portfolio
|
Q1 2020
Reduced 3.15%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
48,541
shares
|
$584,433
0.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
46,030
shares
|
$554,201
0.29% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
46,000
shares
|
$553,840
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
44,125
shares
|
$531,265
0.02% of portfolio
|
Q3 2025
Reduced 35.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
43,139
shares
|
$519,393
0.04% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
42,600
shares
|
$512,903
0.04% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
41,956
shares
|
$505,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
41,885
shares
|
$504,295
0.0% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
41,235
shares
|
$496,469
0.18% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
40,813
shares
|
$491,388
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
40,750
shares
|
$490,629
0.01% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
39,042
shares
|
$470,065
0.1% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
38,600
shares
|
$464,743
0.01% of portfolio
|
Q3 2025
Added 42.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
36,402
shares
|
$438,280
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
36,220
shares
|
$436,088
0.04% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
35,000
shares
|
$421,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,500
shares
|
$415,379
0.01% of portfolio
|
Q4 2023
Reduced 38.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
32,249
shares
|
$388,277
0.17% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
30,649
shares
|
$369,013
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,382
shares
|
$329,679
0.0% of portfolio
|
Q2 2025
Added 134.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,149
shares
|
$326,873
0.0% of portfolio
|
Q3 2025
Added 24.41%
|
|