Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.25M+ 18388.41% |
$24.1M - $26.4M
|
2.26M
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.22M+ 239.97% |
$23.9M - $26.1M
|
3.15M
$36M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
758KNew |
$8.13M - $8.89M
|
758K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
420K+ 10.19% |
$4.51M - $4.93M
|
4.54M
$51.8M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
238K+ 47.77% |
$2.55M - $2.79M
|
736K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 6.28% |
$1.8M - $1.96M
|
2.83M
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
100K+ 70.11% |
$1.08M - $1.18M
|
243K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.9KNew |
$878K - $960K
|
81.9K
$934K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.5K+ 5.76% |
$756K - $827K
|
1.29M
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56.3K+ 13.22% |
$604K - $660K
|
482K
$5.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 31.69% |
$531K - $580K
|
205K
$2.34M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.7K+ 13.27% |
$469K - $512K
|
373K
$4.25M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.3K+ 115.79% |
$433K - $473K
|
75.2K
$858K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
39.6K+ 37.17% |
$425K - $465K
|
146K
$1.67M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38.4K+ 152.08% |
$412K - $450K
|
63.7K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
37.5KNew |
$403K - $440K
|
37.5K
$428K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.9K+ 6.71% |
$396K - $433K
|
587K
$6.7M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34.9K+ 256.09% |
$374K - $409K
|
48.5K
$553K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.4K+ 140.5% |
$348K - $380K
|
55.5K
$633K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.7KNew |
$340K - $372K
|
31.7K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$285K - $312K
|
26.6K
$304K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18.9KNew |
$202K - $221K
|
18.9K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2KNew |
$184K - $202K
|
17.2K
$196K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.1KNew |
$184K - $201K
|
17.1K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 7.53% |
$162K - $177K
|
216K
$2.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.3KNew |
$142K - $156K
|
13.3K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12KNew |
$129K - $141K
|
12K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$128K - $140K
|
11.9K
$136K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4KNew |
$123K - $134K
|
11.4K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$116K - $127K
|
10.8K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10K+ 14.11% |
$107K - $117K
|
80.9K
$923K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$107K - $117K
|
10K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.28K+ 5.01% |
$88.8K - $97.1K
|
174K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.94K+ 11.79% |
$74.5K - $81.4K
|
65.8K
$751K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
6.41K+ 24.56% |
$68.8K - $75.2K
|
32.5K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.03K+ 29.87% |
$64.7K - $70.8K
|
26.2K
$299K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
6K+ 48.82% |
$64.4K - $70.4K
|
18.3K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.95K+ 19.53% |
$63.9K - $69.8K
|
36.4K
$416K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.71K+ 34.04% |
$50.5K - $55.2K
|
18.5K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.32K+ 9.3% |
$46.4K - $50.7K
|
50.8K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 11.61% |
$45.6K - $49.8K
|
40.8K
$466K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.01K+ 2.91% |
$43.1K - $47.1K
|
142K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
3.55K+ 2.26% |
$38.1K - $41.7K
|
161K
$1.83M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.44K+ 5.93% |
$26.2K - $28.6K
|
43.6K
$497K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.25K+ 10.7% |
$24.1K - $26.3K
|
23.2K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$21.5K - $23.5K
|
2K
$22.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 3.65% |
$19.9K - $21.7K
|
52.6K
$600K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84KNew |
$19.8K - $21.6K
|
1.84K
$21K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.67K+ 1.49% |
$17.9K - $19.6K
|
114K
$1.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.44KNew |
$15.5K - $16.9K
|
1.44K
$16.5K
|