Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.86M+ 82.39% |
$19.4M - $20.8M
|
4.12M
$46.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.06M+ 33.59% |
$11M - $11.9M
|
4.21M
$47.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.03M+ 22.76% |
$10.8M - $11.6M
|
5.58M
$63.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
379KNew |
$3.95M - $4.24M
|
379K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
306K+ 41.61% |
$3.19M - $3.43M
|
1.04M
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 5.58% |
$1.65M - $1.77M
|
2.99M
$34.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$1.18M - $1.26M
|
113K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.4K+ 25.31% |
$983K - $1.06M
|
467K
$5.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.4K+ 6.65% |
$525K - $564K
|
808K
$9.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 17.83% |
$402K - $432K
|
255K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
38.5KNew |
$401K - $431K
|
38.5K
$438K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38KNew |
$396K - $425K
|
38K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35.2K+ 14.47% |
$367K - $394K
|
278K
$3.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.9K+ 18.38% |
$332K - $357K
|
206K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.4K+ 18.54% |
$275K - $296K
|
169K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.4KNew |
$244K - $262K
|
23.4K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22.8K+ 41.53% |
$237K - $255K
|
77.7K
$884K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
18.2K+ 658.05% |
$189K - $204K
|
20.9K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.5K+ 52.06% |
$172K - $185K
|
48.2K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 29.15% |
$158K - $170K
|
67.3K
$765K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15K+ 14.75% |
$156K - $168K
|
117K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 7.12% |
$152K - $164K
|
220K
$2.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.5KNew |
$151K - $163K
|
14.5K
$165K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
13.3K+ 65.18% |
$138K - $149K
|
33.6K
$382K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.1K+ 21.76% |
$126K - $135K
|
67.5K
$768K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 4666.41% |
$124K - $134K
|
12.2K
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$122K - $132K
|
11.8K
$134K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.8K+ 51.87% |
$112K - $121K
|
31.5K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.4K+ 1.77% |
$108K - $116K
|
597K
$6.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
10.2KNew |
$106K - $114K
|
10.2K
$116K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10K+ 62.5% |
$104K - $112K
|
26K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.04K+ 1.46% |
$73.4K - $78.9K
|
489K
$5.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.35K+ 13.09% |
$66.1K - $71.1K
|
54.8K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 10.5% |
$41.8K - $44.9K
|
42.2K
$480K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.9K+ 6.13% |
$40.6K - $43.7K
|
67.6K
$769K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.3K+ 1.62% |
$24K - $25.8K
|
144K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.24K+ 5.49% |
$23.4K - $25.1K
|
43.1K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.84K+ 3.5% |
$19.2K - $20.6K
|
54.4K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$15.6K - $16.8K
|
1.5K
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.38K+ 3.17% |
$14.4K - $15.5K
|
45K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
997+ 0.67% |
$10.4K - $11.2K
|
151K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
741+ 0.57% |
$7.72K - $8.3K
|
131K
$1.49M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
444New |
$4.63K - $4.97K
|
444
$5.05K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
290+ 0.67% |
$3.02K - $3.25K
|
43.8K
$499K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
248+ 1.98% |
$2.58K - $2.78K
|
12.7K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
216+ 15.4% |
$2.25K - $2.42K
|
1.62K
$18.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
180+ 0.27% |
$1.88K - $2.02K
|
66K
$751K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
39+ 0.58% |
$406 - $437
|
6.74K
$76.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.1% |
$177 - $190
|
17.2K
$196K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.99% |
$146 - $157
|
1.43K
$16.3K
|