Purchases and Sales Made in Q1 2022 in Nuveen California Quality Municipal Income Fund (NAC)
This table provides information about the institutional ownership of Nuveen California Quality Municipal Income Fund (NAC) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen California Quality Municipal Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
340K+ 17.24% |
$4.35M - $5.31M
|
2.32M
$26.4M
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
265K+ 16.89% |
$3.39M - $4.14M
|
1.84M
$20.9M
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
247K+ 159.38% |
$3.16M - $3.86M
|
402K
$4.59M
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
244K+ 185.13% |
$3.12M - $3.81M
|
376K
$4.29M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
119K+ 1810.81% |
$1.52M - $1.86M
|
126K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
99.1KNew |
$1.27M - $1.55M
|
99.1K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
97.3KNew |
$1.24M - $1.52M
|
97.3K
$1.11M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
75.5KNew |
$965K - $1.18M
|
75.5K
$861K
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
58.2K+ 8.04% |
$744K - $909K
|
782K
$8.93M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
54.7K+ 22.7% |
$699K - $854K
|
296K
$3.37M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
53.2KNew |
$680K - $831K
|
53.2K
$607K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.1K+ 25.26% |
$641K - $783K
|
249K
$2.84M
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.3KNew |
$528K - $645K
|
41.3K
$471K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.9KNew |
$522K - $638K
|
40.9K
$466K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
40.3KNew |
$515K - $629K
|
40.3K
$460K
|
|
May 16, 2022
Q1 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
36.7KNew |
$470K - $574K
|
36.7K
$419K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
35.2K+ 233.98% |
$450K - $550K
|
50.3K
$573K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
29.3K+ 6.91% |
$375K - $458K
|
454K
$5.18M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27.5KNew |
$351K - $429K
|
27.5K
$314K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 0.95% |
$333K - $407K
|
2.78M
$31.7M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
25.6K+ 4.58% |
$327K - $400K
|
585K
$6.67M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.7K+ 24.39% |
$316K - $386K
|
126K
$1.44M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.3K+ 13.03% |
$297K - $363K
|
202K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
19.7K+ 3.75% |
$252K - $307K
|
545K
$6.22M
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$236K - $289K
|
18.5K
$211K
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
16K+ 50.96% |
$204K - $250K
|
47.4K
$541K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15K+ 75.0% |
$192K - $234K
|
35K
$399K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 7.09% |
$186K - $228K
|
220K
$2.51M
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
11.6KNew |
$149K - $182K
|
11.6K
$133K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$137K - $168K
|
10.7K
$123K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.6KNew |
$136K - $166K
|
10.6K
$121K
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
10K+ 404.04% |
$128K - $156K
|
12.5K
$142K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.65K+ 31.76% |
$111K - $135K
|
35.9K
$410K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.3K+ 1.44% |
$80.5K - $98.3K
|
443K
$5.05M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.97K+ 14.74% |
$63.5K - $77.5K
|
38.7K
$441K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.92K+ 3.23% |
$62.9K - $76.8K
|
157K
$1.79M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.38K+ 3.24% |
$55.9K - $68.3K
|
139K
$1.59M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3.53K+ 54.38% |
$45.1K - $55.1K
|
10K
$114K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.4KNew |
$43.5K - $53.1K
|
3.4K
$38.8K
|
|
May 02, 2022
Q1 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
3.26K+ 5.74% |
$41.6K - $50.8K
|
59.9K
$684K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.46KNew |
$31.5K - $38.4K
|
2.46K
$28.1K
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
2.45K+ 3.16% |
$31.3K - $38.2K
|
79.9K
$911K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.4K+ 5.98% |
$30.7K - $37.4K
|
42.5K
$485K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$25.6K - $31.2K
|
2K
$22.8K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.81K+ 6.64% |
$23.2K - $28.3K
|
29.1K
$332K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.78K+ 5.96% |
$22.7K - $27.8K
|
31.6K
$361K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 0.99% |
$21.4K - $26.1K
|
171K
$1.95M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.41K+ 228.2% |
$18K - $22K
|
2.03K
$23.1K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.16K+ 10.93% |
$14.8K - $18K
|
11.7K
$134K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02KNew |
$13K - $15.9K
|
1.02K
$11.6K
|