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 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42KNew |
$15.2K - $16.6K
|
1.42K
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.41K+ 11.17% |
$15.2K - $16.6K
|
14.1K
$160K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 0.86% |
$13.9K - $15.2K
|
152K
$1.73M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 1.93% |
$11.3K - $12.3K
|
55.6K
$634K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.05K+ 1.93% |
$11.3K - $12.3K
|
55.6K
$634K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
809+ 6.92% |
$8.68K - $9.49K
|
12.5K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256New |
$2.75K - $3K
|
256
$2.92K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
233+ 0.67% |
$2.5K - $2.73K
|
34.8K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
229+ 0.53% |
$2.46K - $2.69K
|
43.5K
$497K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
131+ 0.1% |
$1.41K - $1.54K
|
130K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.37% |
$268 - $293
|
6.7K
$76.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.09% |
$96.6 - $106
|
833
$9.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-522- 27.12% |
$5.6K - $6.12K
|
1.4K
$16K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-595- 1.53% |
$6.38K - $6.98K
|
38.2K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-720- 1.36% |
$7.73K - $8.45K
|
52.1K
$594K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-912- 7.41% |
$9.79K - $10.7K
|
11.4K
$130K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 3.98% |
$11.9K - $13K
|
26.7K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.45K- 2.13% |
$15.6K - $17K
|
66.7K
$761K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.53K- 1.48% |
$16.4K - $17.9K
|
102K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.56K- 4.56% |
$27.5K - $30K
|
53.5K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.69K- 1.76% |
$28.9K - $31.6K
|
150K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.87K- 9.5% |
$30.8K - $33.6K
|
27.3K
$312K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.87K- 15.71% |
$41.5K - $45.4K
|
20.8K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.19K- 4.66% |
$44.9K - $49.1K
|
85.7K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.9K- 2.78% |
$52.6K - $57.5K
|
171K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.89K- 36.06% |
$84.6K - $92.5K
|
14K
$160K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.92K- 23.27% |
$85K - $92.9K
|
26.1K
$298K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-12.8K- 27.74% |
$138K - $151K
|
33.4K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-16.2K- 17.59% |
$174K - $190K
|
75.8K
$865K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-25.7K- 61.59% |
$275K - $301K
|
16K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.5K- 15.67% |
$284K - $310K
|
142K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.6K- 22.62% |
$286K - $312K
|
91K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.1K- 4.1% |
$301K - $329K
|
656K
$7.48M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-36.2K- 39.74% |
$388K - $424K
|
54.9K
$626K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.4K- 54.3% |
$444K - $486K
|
34.8K
$398K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-56.8K- 12.24% |
$610K - $666K
|
407K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-98.7K- 87.88% |
$1.06M - $1.16M
|
13.6K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-494K- 19.16% |
$5.3M - $5.79M
|
2.08M
$23.8M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-782K- 32.82% |
$8.39M - $9.18M
|
1.6M
$18.3M
|