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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1K+ 2.27% |
$12.8K - $15.6K
|
45K
$513K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1K+ 2.27% |
$12.8K - $15.6K
|
45K
$513K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
916+ 17.49% |
$11.7K - $14.3K
|
6.15K
$70.2K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
628New |
$8.03K - $9.8K
|
628
$7.17K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 7.45% |
$7.67K - $9.37K
|
8.65K
$98.7K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400New |
$5.11K - $6.24K
|
400
$4.56K
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
119+ 0.38% |
$1.52K - $1.86K
|
31.3K
$357K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.15% |
$115 - $140
|
793
$9.05K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-168- 1.35% |
$2.15K - $2.62K
|
12.3K
$140K
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.35% |
$3.2K - $3.9K
|
70.3K
$802K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300- 0.56% |
$3.83K - $4.68K
|
52.9K
$604K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-477Closed |
$6.1K - $7.45K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-875- 2.59% |
$11.2K - $13.7K
|
32.9K
$375K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-1K- 10.89% |
$12.8K - $15.6K
|
8.19K
$93.5K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.11KClosed |
$14.2K - $17.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 1.3% |
$16.5K - $20.2K
|
98.2K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 3.35% |
$17.2K - $21.1K
|
38.9K
$444K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44K- 9.24% |
$18.4K - $22.5K
|
14.1K
$161K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.71K- 10.35% |
$21.9K - $26.7K
|
14.8K
$169K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.83K- 3.56% |
$23.3K - $28.5K
|
49.5K
$565K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.44KClosed |
$31.2K - $38.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.5K- 1.43% |
$31.9K - $39K
|
173K
$1.97M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.59K- 5.42% |
$33.1K - $40.4K
|
45.2K
$516K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.8K- 4.15% |
$35.8K - $43.8K
|
64.8K
$740K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.25K- 30.23% |
$41.5K - $50.7K
|
7.5K
$85.6K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.26K- 4.25% |
$41.6K - $50.8K
|
73.4K
$837K
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.75K- 25.0% |
$47.9K - $58.5K
|
11.3K
$128K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.99K- 24.14% |
$63.8K - $77.9K
|
15.7K
$179K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5K- 21.95% |
$63.9K - $78.1K
|
17.8K
$203K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.62K- 24.5% |
$71.8K - $87.7K
|
17.3K
$198K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.59KClosed |
$97K - $118K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-8KClosed |
$102K - $125K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.65K- 9.15% |
$111K - $135K
|
85.9K
$980K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.1KClosed |
$155K - $189K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1KClosed |
$155K - $189K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4K- 27.36% |
$159K - $194K
|
33K
$376K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 6.69% |
$166K - $203K
|
181K
$2.07M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$188K - $230K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15K- 21.36% |
$192K - $234K
|
55.3K
$631K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1KClosed |
$206K - $251K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.5KClosed |
$224K - $273K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.7KClosed |
$226K - $276K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.2KClosed |
$233K - $285K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.5KClosed |
$237K - $289K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.3KClosed |
$247K - $302K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-20.5K- 43.77% |
$262K - $320K
|
26.4K
$301K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.3KClosed |
$285K - $349K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-25K- 36.13% |
$319K - $390K
|
44.2K
$504K
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28.3KClosed |
$362K - $442K
|
0
$0
|