Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 2.04% |
$273 - $295
|
1.3K
$14.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 1.93% |
$189 - $204
|
951
$10.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 1.98% |
$179 - $193
|
875
$9.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-380- 3.31% |
$3.99K - $4.31K
|
11.1K
$127K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-772- 0.4% |
$8.11K - $8.75K
|
191K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.14K- 7.93% |
$12K - $12.9K
|
13.2K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 2.65% |
$13.9K - $15K
|
48.5K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 8.45% |
$14.7K - $15.9K
|
15.2K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.5K- 3.42% |
$15.8K - $17K
|
42.3K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.98K- 1.35% |
$20.8K - $22.4K
|
145K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.74K- 1.82% |
$28.8K - $31.1K
|
148K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 3.97% |
$30.8K - $33.3K
|
71K
$810K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.42K- 6.84% |
$35.9K - $38.8K
|
46.6K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.5K- 14.55% |
$36.7K - $39.6K
|
20.5K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.75K- 7.0% |
$39.4K - $42.5K
|
49.8K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-5.24K- 99.11% |
$55K - $59.4K
|
47
$536
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.37K- 30.93% |
$56.4K - $60.9K
|
12K
$137K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-5.59K- 7.8% |
$58.8K - $63.4K
|
66.1K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.44K- 21.43% |
$78.2K - $84.3K
|
27.3K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.41K- 11.4% |
$88.4K - $95.4K
|
65.4K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-10.2KClosed |
$107K - $115K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.1K- 17.45% |
$116K - $125K
|
52.3K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 21.23% |
$123K - $133K
|
43.5K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-13.7K- 18.31% |
$144K - $156K
|
61.3K
$700K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-14.1K- 13.04% |
$148K - $160K
|
93.8K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-17.9K- 5.3% |
$188K - $203K
|
320K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-18.8K- 31.34% |
$197K - $213K
|
41.1K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-32K- 22.69% |
$336K - $362K
|
109K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Mackay Shields LLC
|
SELL
|
- |
-34K- 1.56% |
$358K - $386K
|
2.15M
$24.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.6K- 72.17% |
$521K - $563K
|
19.1K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-66.2K- 27.64% |
$695K - $750K
|
173K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-309K- 16.43% |
$3.25M - $3.51M
|
1.57M
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-655K- 84.23% |
$6.89M - $7.43M
|
123K
$1.4M
|