Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
528K+ 6.38% |
$5.69M - $5.9M
|
8.81M
$100M
|
|
|
May 02, 2024
Q1 2024
|
Mackay Shields LLC
|
BUY
|
- |
443KNew |
$4.77M - $4.94M
|
443K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
373KNew |
$4.01M - $4.16M
|
373K
$4.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
199KNew |
$2.14M - $2.22M
|
199K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
179KNew |
$1.92M - $2M
|
179K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
158KNew |
$1.7M - $1.77M
|
158K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
133K+ 42.99% |
$1.43M - $1.49M
|
443K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
104K+ 16.37% |
$1.12M - $1.16M
|
741K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 4.39% |
$1.09M - $1.13M
|
2.4M
$27.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 4.39% |
$1.09M - $1.13M
|
2.4M
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
93.9K+ 5.98% |
$1.01M - $1.05M
|
1.66M
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
73.9K+ 18.38% |
$796K - $825K
|
476K
$5.42M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.2K+ 3.1% |
$777K - $806K
|
2.4M
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
61.8KNew |
$665K - $690K
|
61.8K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
47.1K+ 8.97% |
$507K - $526K
|
572K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.3K+ 20.46% |
$434K - $450K
|
237K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3KNew |
$423K - $439K
|
39.3K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.1K+ 13.93% |
$411K - $426K
|
312K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
37.3K+ 229.26% |
$402K - $416K
|
53.5K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$397K - $412K
|
36.9K
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
36.7K+ 20.88% |
$396K - $410K
|
213K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.2KNew |
$357K - $370K
|
33.2K
$377K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.4K+ 70.14% |
$338K - $350K
|
76.1K
$866K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27.4K+ 43.21% |
$296K - $307K
|
90.9K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.8KNew |
$256K - $266K
|
23.8K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.3K+ 13.86% |
$250K - $260K
|
191K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.9KNew |
$247K - $256K
|
22.9K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 42.62% |
$234K - $243K
|
72.8K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
21.1KNew |
$227K - $235K
|
21.1K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$201K - $208K
|
18.7K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18KNew |
$194K - $201K
|
18K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
17.5K+ 228.66% |
$189K - $196K
|
25.2K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
17K+ 10.15% |
$183K - $190K
|
184K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
16.4K+ 45.83% |
$177K - $183K
|
52.2K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.3K+ 3.1% |
$176K - $182K
|
543K
$6.18M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 5.95% |
$144K - $149K
|
238K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3KNew |
$144K - $149K
|
13.3K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$139K - $144K
|
12.9K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$137K - $142K
|
12.7K
$144K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
10.6KNew |
$114K - $119K
|
10.6K
$121K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.6KNew |
$114K - $118K
|
10.6K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.4K+ 3.16% |
$112K - $116K
|
338K
$3.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10KNew |
$108K - $112K
|
10K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.77K+ 45.12% |
$83.6K - $86.7K
|
25K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.88K+ 8.89% |
$63.3K - $65.7K
|
72K
$820K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.4K+ 24.57% |
$58.1K - $60.3K
|
27.4K
$311K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.23KNew |
$56.3K - $58.4K
|
5.23K
$59.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.85K+ 27.45% |
$52.2K - $54.2K
|
22.5K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.96K+ 116.38% |
$42.6K - $44.2K
|
7.36K
$83.7K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.18K+ 10.92% |
$34.3K - $35.6K
|
32.3K
$368K
|