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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,902
shares
|
$124,064
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,900
shares
|
$124,042
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,804
shares
|
$122,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,619
shares
|
$120,844
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
10,612
shares
|
$120,764
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
10,400
shares
|
$118,352
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
10,122
shares
|
$115,188
0.01% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$113,800
0.0% of portfolio
|
Q1 2024
Reduced 9.59%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
10,000
shares
|
$113,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$113,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
8,726
shares
|
$99,301
0.02% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,672
shares
|
$87,307
0.0% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,018
shares
|
$79,864
0.0% of portfolio
|
Q3 2024
Added 253.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,480
shares
|
$73,742
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,400
shares
|
$61,452
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,685
shares
|
$41,935
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$39,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$37,554
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,261
shares
|
$37,110
0.0% of portfolio
|
Q2 2022
Reduced 60.2%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,577
shares
|
$29,326
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$22,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,841
shares
|
$20,950
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,481
shares
|
$16,853
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,229
shares
|
$13,986
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$12,518
0.0% of portfolio
|
Q3 2022
New holding
|