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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,495
shares
|
$123,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
11,327
shares
|
$121,651
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,012
shares
|
$118,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
10,900
shares
|
$117,066
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,804
shares
|
$116,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,619
shares
|
$114,048
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
10,612
shares
|
$113,972
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
10,400
shares
|
$111,696
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
10,161
shares
|
$109,129
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,061
shares
|
$108,055
0.0% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
10,000
shares
|
$107,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$107,400
0.0% of portfolio
|
Q1 2024
Reduced 9.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,900
shares
|
$95,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,400
shares
|
$57,996
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,283
shares
|
$56,739
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,400
shares
|
$47,256
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,685
shares
|
$39,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,550
shares
|
$38,127
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,261
shares
|
$35,023
0.0% of portfolio
|
Q2 2022
Reduced 60.2%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$21,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
1,737
shares
|
$18,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,481
shares
|
$15,905
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,426
shares
|
$15,315
0.0% of portfolio
|
Q1 2025
Reduced 82.23%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,400
shares
|
$15,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,277
shares
|
$13,714
0.0% of portfolio
|
Q1 2025
Added 1.92%
|