Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59MNew |
$40.3M - $41.8M
|
2.59M
$30.3M
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
75.8K+ 50.95% |
$1.18M - $1.22M
|
224K
$2.62M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
52K+ 2.02% |
$808K - $838K
|
2.63M
$30.7M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.2K+ 4.42% |
$780K - $809K
|
1.19M
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.6KNew |
$756K - $784K
|
48.6K
$568K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.8K+ 2.17% |
$650K - $675K
|
1.97M
$23M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
38.7KNew |
$602K - $624K
|
38.7K
$452K
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
33.5KNew |
$521K - $541K
|
33.5K
$392K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.1K+ 17.11% |
$467K - $485K
|
206K
$2.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.7K+ 21.87% |
$415K - $431K
|
149K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 10.95% |
$257K - $267K
|
168K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.4K+ 10.49% |
$255K - $264K
|
173K
$2.02M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16.4K+ 4.19% |
$254K - $264K
|
407K
$4.75M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.1KNew |
$250K - $260K
|
16.1K
$188K
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15.9K+ 2.39% |
$247K - $256K
|
680K
$7.95M
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
13.7KNew |
$214K - $222K
|
13.7K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.8K+ 19.73% |
$199K - $207K
|
77.8K
$910K
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.8KNew |
$198K - $206K
|
12.8K
$149K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$196K - $204K
|
12.6K
$148K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$196K - $204K
|
12.6K
$148K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 50.26% |
$193K - $200K
|
37.1K
$433K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$180K - $187K
|
11.6K
$135K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 82.53% |
$165K - $171K
|
23.5K
$275K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
9.46K+ 7.68% |
$147K - $153K
|
133K
$1.55M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
6.88K+ 11.29% |
$107K - $111K
|
67.9K
$793K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.26K+ 10.34% |
$97.3K - $101K
|
66.8K
$781K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
5.55K+ 152.31% |
$86.3K - $89.5K
|
9.19K
$107K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.1K+ 9.74% |
$79.3K - $82.3K
|
57.5K
$672K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.86K+ 1.67% |
$60K - $62.3K
|
235K
$2.74M
|
|
Nov 15, 2021
Q3 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
3.14KNew |
$48.8K - $50.6K
|
3.14K
$36.7K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.34K+ 10.48% |
$36.4K - $37.7K
|
24.7K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2.01K+ 4.66% |
$31.3K - $32.5K
|
45.2K
$528K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.91K+ 4.46% |
$29.6K - $30.7K
|
44.7K
$522K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.9KNew |
$29.5K - $30.6K
|
1.9K
$22.2K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.41K+ 8.77% |
$21.9K - $22.7K
|
17.4K
$204K
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
749+ 2.47% |
$11.6K - $12.1K
|
31.1K
$363K
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
624+ 0.81% |
$9.7K - $10.1K
|
77.2K
$902K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
529+ 0.22% |
$8.23K - $8.53K
|
236K
$2.76M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400New |
$6.22K - $6.45K
|
400
$4.68K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.22% |
$1.96K - $2.03K
|
57.3K
$670K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77+ 0.09% |
$1.2K - $1.24K
|
86.9K
$1.02M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
37+ 0.58% |
$575 - $597
|
6.44K
$75.2K
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
34+ 0.05% |
$529 - $548
|
64.5K
$754K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.04% |
$124 - $129
|
776
$9.07K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.03% |
$109 - $113
|
20.7K
$242K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-53Closed |
$824 - $855
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133- 1.13% |
$2.07K - $2.15K
|
11.7K
$136K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-701- 2.57% |
$10.9K - $11.3K
|
26.6K
$311K
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-972- 0.47% |
$15.1K - $15.7K
|
206K
$2.41M
|