Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Mackay Shields LLC
|
BUY
|
- |
1.68M+ 380.17% |
$17.9M - $19.5M
|
2.12M
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
748K+ 200.72% |
$7.96M - $8.66M
|
1.12M
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
168K+ 10.78% |
$1.79M - $1.95M
|
1.73M
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
136K+ 25.07% |
$1.45M - $1.58M
|
679K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
105K+ 9.55% |
$1.12M - $1.21M
|
1.2M
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38.2K+ 24.15% |
$406K - $442K
|
196K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
25K+ 13.56% |
$266K - $290K
|
209K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.9K+ 24.39% |
$233K - $254K
|
112K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.8K+ 2.27% |
$179K - $195K
|
758K
$8.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
14.9K+ 16.9% |
$159K - $173K
|
103K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9KNew |
$148K - $161K
|
13.9K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.5KNew |
$133K - $145K
|
12.5K
$142K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.3K+ 21.64% |
$120K - $131K
|
63.5K
$720K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$114K - $124K
|
10.7K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 44.38% |
$111K - $121K
|
33.9K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.71K+ 2.87% |
$103K - $112K
|
348K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.7K+ 1.74% |
$81.9K - $89.2K
|
451K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.26K+ 23.73% |
$77.2K - $84.1K
|
37.9K
$430K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$80.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.06K+ 28.28% |
$75.1K - $81.8K
|
32K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.08K+ 46.98% |
$64.6K - $70.3K
|
19K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6K+ 28.47% |
$63.8K - $69.5K
|
27.1K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.88K+ 30.35% |
$51.9K - $56.5K
|
20.9K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.69K+ 6.51% |
$49.9K - $54.3K
|
76.7K
$871K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.6K+ 14.22% |
$48.9K - $53.3K
|
36.9K
$419K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.57K+ 48.51% |
$38K - $41.3K
|
10.9K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 3.74% |
$29K - $31.5K
|
75.5K
$857K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.69K+ 1.41% |
$28.7K - $31.2K
|
194K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.78K+ 6.49% |
$18.9K - $20.6K
|
29.1K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.53K+ 3.4% |
$16.2K - $17.7K
|
46.5K
$528K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.34K+ 0.63% |
$14.3K - $15.5K
|
214K
$2.43M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.28K+ 9.2% |
$13.6K - $14.8K
|
15.2K
$173K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$12.8K - $13.9K
|
1.2K
$13.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 3.76% |
$10.6K - $11.6K
|
27.6K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
826+ 7.31% |
$8.79K - $9.57K
|
12.1K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
666New |
$7.09K - $7.71K
|
666
$7.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
500+ 2.1% |
$5.32K - $5.79K
|
24.3K
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
483+ 1.18% |
$5.14K - $5.59K
|
41.4K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
280+ 0.51% |
$2.98K - $3.24K
|
55.4K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
226+ 1.24% |
$2.4K - $2.62K
|
18.4K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
173+ 1.05% |
$1.84K - $2K
|
16.6K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62+ 0.16% |
$660 - $718
|
39.5K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41+ 0.12% |
$436 - $475
|
33.2K
$377K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
37+ 0.05% |
$394 - $428
|
73.2K
$831K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.17% |
$192 - $208
|
10.3K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16+ 0.07% |
$170 - $185
|
23K
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 1.38% |
$128 - $139
|
881
$10K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 100.0% |
$106 - $116
|
20
$227
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-100- 2.94% |
$1.06K - $1.16K
|
3.3K
$37.5K
|