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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
23,060
shares
|
$262,422
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
22,992
shares
|
$261,648
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22,266
shares
|
$253,387
0.01% of portfolio
|
Q3 2024
Added 4914.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,770
shares
|
$236,362
0.0% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
20,421
shares
|
$232,390
0.07% of portfolio
|
Q3 2024
Reduced 81.29%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
20,243
shares
|
$230,365
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,491
shares
|
$221,807
0.02% of portfolio
|
Q4 2022
Reduced 5.62%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
19,000
shares
|
$216,220
0.02% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
18,684
shares
|
$212,623
0.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,195
shares
|
$207,059
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,058
shares
|
$205,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
18,050
shares
|
$205,409
0.11% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
17,552
shares
|
$199,741
0.0% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
17,500
shares
|
$199,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,839
shares
|
$191,627
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,343
shares
|
$185,983
0.0% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,168
shares
|
$172,611
0.0% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,049
shares
|
$171,257
0.01% of portfolio
|
Q4 2022
Reduced 67.77%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$170,700
0.06% of portfolio
|
Q1 2024
Reduced 18.92%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
15,000
shares
|
$170,700
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$170,700
0.0% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
14,857
shares
|
$169,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
14,355
shares
|
$163,359
0.01% of portfolio
|
Q2 2022
Added 43.55%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
13,831
shares
|
$157,396
0.0% of portfolio
|
Q2 2023
Reduced 25.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,032
shares
|
$125,544
0.02% of portfolio
|
Q3 2024
Added 0.18%
|