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 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.4K- 40.85% |
$362K - $443K
|
41.1K
$468K
|
|
|
Apr 26, 2022
Q1 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-29.3K- 58.08% |
$375K - $458K
|
21.2K
$242K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-29.5KClosed |
$377K - $460K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-34KClosed |
$435K - $531K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65.9K- 35.83% |
$842K - $1.03M
|
118K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.3K- 6.32% |
$1.03M - $1.25M
|
1.19M
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112KClosed |
$1.43M - $1.75M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-210K- 7.04% |
$2.68M - $3.28M
|
2.78M
$31.7M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-254K- 10.08% |
$3.25M - $3.97M
|
2.27M
$25.9M
|