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 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.18K+ 10.92% |
$34.3K - $35.6K
|
32.3K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.97K+ 5.7% |
$32K - $33.2K
|
55.1K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.7K+ 8.65% |
$29.1K - $30.2K
|
33.9K
$380K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54KNew |
$27.3K - $28.3K
|
2.54K
$28.4K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$21.5K - $22.3K
|
2K
$22.4K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 7.52% |
$20K - $20.8K
|
26.6K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.73K+ 12.04% |
$18.6K - $19.3K
|
16.1K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$16.2K - $16.8K
|
1.5K
$16.8K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 1.39% |
$10.8K - $11.2K
|
73K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
857+ 8.21% |
$9.23K - $9.57K
|
11.3K
$127K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
618+ 1.53% |
$6.66K - $6.9K
|
40.9K
$458K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
206+ 1.16% |
$2.22K - $2.3K
|
18K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
101+ 0.62% |
$1.09K - $1.13K
|
16.4K
$184K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 0.13% |
$851 - $882
|
60.6K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.11% |
$754 - $782
|
64.8K
$725K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
38+ 0.37% |
$409 - $424
|
10.3K
$116K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
32+ 0.04% |
$345 - $357
|
73.2K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
28+ 0.06% |
$302 - $313
|
45K
$504K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.16% |
$108 - $112
|
869
$9.73K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.77% |
$96.9 - $101
|
1.18K
$13.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 37.5% |
$64.6 - $67
|
10
$112
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-245- 0.95% |
$2.64K - $2.74K
|
25.5K
$286K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-500- 2.7% |
$5.39K - $5.59K
|
18.1K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-555- 1.39% |
$5.98K - $6.2K
|
39.5K
$442K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-560- 0.27% |
$6.03K - $6.26K
|
211K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-888- 4.12% |
$9.56K - $9.92K
|
20.7K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 2.9% |
$10.8K - $11.2K
|
33.5K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 9.59% |
$11.4K - $11.9K
|
10K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.18K- 0.45% |
$12.7K - $13.1K
|
259K
$2.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 8.28% |
$14.8K - $15.3K
|
15.2K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2K- 3.33% |
$21.5K - $22.3K
|
58.1K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.08K- 13.01% |
$22.4K - $23.3K
|
13.9K
$156K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.18K- 3.44% |
$23.5K - $24.4K
|
61.3K
$687K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.26K- 2.5% |
$24.4K - $25.3K
|
88.1K
$987K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.32K- 9.02% |
$25K - $26K
|
23.4K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.38K- 11.58% |
$25.6K - $26.6K
|
18.2K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.5K- 18.92% |
$37.7K - $39.1K
|
15K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.59K- 3.58% |
$49.4K - $51.3K
|
124K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.5K- 26.83% |
$59.2K - $61.4K
|
15K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.79K- 1.86% |
$105K - $109K
|
515K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-11.1K- 7.0% |
$120K - $124K
|
148K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 11.33% |
$124K - $128K
|
89.9K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 14.35% |
$132K - $137K
|
73K
$818K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.8K- 21.81% |
$159K - $165K
|
53K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.5K- 30.4% |
$210K - $218K
|
44.7K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.5K- 7.21% |
$221K - $229K
|
264K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-20.7K- 0.33% |
$223K - $231K
|
6.27M
$70.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.3K- 89.37% |
$230K - $238K
|
2.54K
$28.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.1K- 2.17% |
$238K - $247K
|
998K
$11.2M
|