Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-683- 0.9% |
$7.63K - $7.93K
|
75.1K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-700- 0.21% |
$7.82K - $8.13K
|
338K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-710- 0.37% |
$7.93K - $8.24K
|
192K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-839- 7.7% |
$9.37K - $9.74K
|
10.1K
$113K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 21.98% |
$11.2K - $11.6K
|
3.55K
$39.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.51% |
$12.8K - $13.4K
|
24.4K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.39K- 3.11% |
$15.5K - $16.1K
|
43.1K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.56K- 3.72% |
$17.4K - $18.1K
|
40.4K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.63K- 2.22% |
$18.2K - $18.9K
|
71.7K
$803K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 4.27% |
$24K - $24.9K
|
48.1K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-2.36K- 1.64% |
$26.3K - $27.4K
|
141K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.57K- 14.19% |
$28.7K - $29.8K
|
15.5K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.83K- 16.45% |
$31.6K - $32.8K
|
14.4K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.4K- 8.71% |
$38K - $39.5K
|
35.6K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.77K- 5.61% |
$42.1K - $43.7K
|
63.4K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.04K- 10.77% |
$45.2K - $47K
|
33.5K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.08K- 19.3% |
$45.6K - $47.3K
|
17.1K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.36K- 3.88% |
$48.6K - $50.6K
|
108K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.61K- 28.32% |
$51.5K - $53.5K
|
11.7K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.64K- 8.52% |
$51.9K - $53.9K
|
49.9K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 2.01% |
$54.7K - $56.9K
|
239K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.42K- 6.84% |
$60.5K - $62.9K
|
73.8K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.13K- 4.02% |
$68.5K - $71.2K
|
147K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.6K- 82.23% |
$73.7K - $76.6K
|
1.43K
$16K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.2K- 2.19% |
$114K - $119K
|
457K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14K- 8.46% |
$156K - $162K
|
151K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.9K- 8.75% |
$166K - $173K
|
155K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.3K- 20.41% |
$216K - $225K
|
75.4K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-36.9K- 4.52% |
$412K - $428K
|
778K
$8.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-40.5K- 1.82% |
$452K - $470K
|
2.18M
$24.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.2K- 13.08% |
$538K - $560K
|
320K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-56.2K- 40.09% |
$628K - $653K
|
84K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80.4K- 37.7% |
$898K - $933K
|
133K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-153K- 72.84% |
$1.71M - $1.78M
|
57.1K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.03M- 42.66% |
$11.5M - $11.9M
|
1.38M
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.17M- 78.62% |
$24.3M - $25.2M
|
591K
$6.62M
|