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 |
---|---|---|---|---|---|---|---|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628Closed |
$7.08K - $8.25K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02KClosed |
$11.5K - $13.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.25% |
$12.1K - $14K
|
31.8K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 4.12% |
$12.8K - $14.9K
|
26.4K
$302K
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.17K- 1.82% |
$13.2K - $15.4K
|
63.5K
$728K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.72% |
$14.7K - $17.1K
|
74.2K
$851K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.5K- 10.88% |
$16.9K - $19.7K
|
12.3K
$141K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.9KClosed |
$21.4K - $24.9K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.1K- 4.76% |
$23.7K - $27.6K
|
42.1K
$483K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.46KClosed |
$27.8K - $32.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.5K- 6.08% |
$28.1K - $32.8K
|
38.6K
$442K
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.53K- 3.16% |
$28.5K - $33.2K
|
77.3K
$887K
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.69K- 5.43% |
$30.3K - $35.3K
|
46.8K
$537K
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.88K- 6.08% |
$32.5K - $37.8K
|
44.5K
$511K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.28K- 7.72% |
$37K - $43.1K
|
39.3K
$450K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4KClosed |
$38.4K - $44.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.45K- 34.47% |
$38.9K - $45.3K
|
6.56K
$75.3K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.57K- 7.11% |
$40.3K - $46.9K
|
46.7K
$535K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.72K- 5.06% |
$41.9K - $48.8K
|
69.7K
$799K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.48K- 16.99% |
$50.5K - $58.8K
|
21.9K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.84K- 3.84% |
$54.5K - $63.5K
|
121K
$1.39M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.93K- 60.2% |
$55.6K - $64.8K
|
3.26K
$37.4K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5K- 15.81% |
$56.4K - $65.7K
|
26.6K
$305K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6KClosed |
$67.6K - $78.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.4K- 73.99% |
$72.1K - $84K
|
2.25K
$25.8K
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-7.47K- 18.34% |
$84.1K - $98K
|
33.2K
$381K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 36.61% |
$120K - $140K
|
18.4K
$212K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7KClosed |
$121K - $141K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.1K- 64.37% |
$126K - $146K
|
6.17K
$70.8K
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-11.3KClosed |
$127K - $148K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-12.5KClosed |
$141K - $164K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1KClosed |
$159K - $186K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.7KClosed |
$177K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.5K- 7.05% |
$197K - $230K
|
231K
$2.65M
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-18.5KClosed |
$208K - $243K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-21.2KClosed |
$239K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32.2K- 58.2% |
$363K - $423K
|
23.1K
$265K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.1K- 35.75% |
$396K - $461K
|
63.1K
$723K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-38.7KClosed |
$436K - $508K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-40.3KClosed |
$454K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.9KClosed |
$461K - $537K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-41.1K- 1.77% |
$463K - $539K
|
2.27M
$26.1M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45.6KClosed |
$514K - $599K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-47.7KClosed |
$538K - $627K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-48.1K- 40.75% |
$542K - $631K
|
69.9K
$802K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-53.2KClosed |
$600K - $699K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-90.3K- 15.44% |
$1.02M - $1.19M
|
495K
$5.67M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-97.3KClosed |
$1.1M - $1.28M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-162K- 29.81% |
$1.83M - $2.13M
|
382K
$4.39M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-296K- 65.3% |
$3.34M - $3.89M
|
157K
$1.81M
|