Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
570K+ 1589.27% |
$6.43M - $7.49M
|
606K
$6.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
305K+ 13.44% |
$3.44M - $4M
|
2.57M
$29.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
254K+ 13.85% |
$2.87M - $3.34M
|
2.09M
$24M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 7.57% |
$2.37M - $2.76M
|
2.99M
$34.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 7.57% |
$2.37M - $2.76M
|
2.99M
$34.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
136K+ 227.68% |
$1.54M - $1.79M
|
196K
$2.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
84.4K+ 41.84% |
$952K - $1.11M
|
286K
$3.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
83.8K+ 185.44% |
$944K - $1.1M
|
129K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.8K+ 23.1% |
$471K - $549K
|
223K
$2.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
41.4KNew |
$467K - $544K
|
41.4K
$475K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
39.4KNew |
$444K - $517K
|
39.4K
$452K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.4K+ 8.68% |
$433K - $504K
|
481K
$5.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35.8K+ 97.44% |
$403K - $470K
|
72.5K
$832K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.1K+ 11.18% |
$373K - $434K
|
329K
$3.77M
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
25KNew |
$282K - $328K
|
25K
$287K
|
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
23.6KNew |
$266K - $310K
|
23.6K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
20.8KNew |
$235K - $274K
|
20.8K
$239K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18.4K+ 4.89% |
$207K - $241K
|
394K
$4.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 6.33% |
$157K - $183K
|
234K
$2.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 1.07% |
$143K - $167K
|
1.2M
$13.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.5KNew |
$140K - $164K
|
12.5K
$143K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$113K - $132K
|
10K
$115K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$115K
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$113K - $131K
|
10K
$115K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.35KNew |
$82.8K - $96.5K
|
7.35K
$84.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.95K+ 3.94% |
$55.8K - $65K
|
131K
$1.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.36K+ 43.55% |
$49.1K - $57.2K
|
14.4K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.84K+ 11.66% |
$43.3K - $50.5K
|
36.8K
$422K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.47K+ 4.04% |
$39.1K - $45.5K
|
89.4K
$1.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.3K+ 28.38% |
$37.2K - $43.3K
|
14.9K
$171K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$36.9K - $43K
|
3.27K
$37.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.91K+ 7.47% |
$32.8K - $38.2K
|
41.8K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.65K+ 8.47% |
$29.9K - $34.8K
|
33.9K
$389K
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.51K+ 6.08% |
$28.3K - $32.9K
|
43.8K
$502K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$27.5K - $32K
|
2.44K
$28K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 4.24% |
$25.3K - $29.5K
|
55.2K
$633K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.2K+ 1.58% |
$24.8K - $28.9K
|
142K
$1.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.05K+ 16.61% |
$23K - $26.9K
|
14.4K
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71K+ 1.09% |
$19.3K - $22.5K
|
159K
$1.82M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 3.33% |
$16.9K - $19.7K
|
46.5K
$533K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.5K+ 3.33% |
$16.9K - $19.7K
|
46.5K
$533K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.48KNew |
$16.7K - $19.4K
|
1.48K
$17K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.2K+ 1.85% |
$13.5K - $15.7K
|
66K
$757K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
893+ 0.52% |
$10.1K - $11.7K
|
171K
$1.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.26% |
$113 - $131
|
803
$9.21K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.4% |
$90.2 - $105
|
2.01K
$23K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1New |
$11.3 - $13.1
|
1
$11.5
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-50- 0.07% |
$564 - $657
|
70.2K
$805K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$4.51K - $5.25K
|
0
$0
|