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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,940
shares
|
$310,815
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,100
shares
|
$291,054
0.01% of portfolio
|
Q4 2024
Added 54.86%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
26,714
shares
|
$286,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
24,375
shares
|
$261,787
0.08% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,022
shares
|
$257,996
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
23,060
shares
|
$247,664
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,822
shares
|
$234,368
0.01% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,541
shares
|
$231,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,383
shares
|
$229,653
0.0% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,770
shares
|
$223,069
0.0% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,491
shares
|
$209,333
0.02% of portfolio
|
Q4 2022
Reduced 5.62%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
19,000
shares
|
$204,060
0.02% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
18,195
shares
|
$195,414
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,355
shares
|
$186,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
17,057
shares
|
$183,192
0.01% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,568
shares
|
$177,940
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,531
shares
|
$166,802
0.04% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,049
shares
|
$161,626
0.01% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
15,000
shares
|
$161,100
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
15,000
shares
|
$161,100
0.0% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
14,953
shares
|
$160,595
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,353
shares
|
$154,151
0.0% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
13,831
shares
|
$148,544
0.0% of portfolio
|
Q2 2023
Reduced 25.4%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
13,500
shares
|
$144,990
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
11,668
shares
|
$125,314
0.0% of portfolio
|
Q1 2025
Reduced 28.32%
|