Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
177K+ 46.33% |
$1.93M - $2.3M
|
560K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92.8KNew |
$1.01M - $1.2M
|
92.8K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.2K+ 7.5% |
$983K - $1.17M
|
1.29M
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72K+ 3.17% |
$785K - $935K
|
2.35M
$26.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
71.8K+ 25.08% |
$782K - $932K
|
358K
$4.08M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
50.6KNew |
$551K - $657K
|
50.6K
$577K
|
|
|
Oct 31, 2022
Q3 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
49K+ 24.96% |
$534K - $636K
|
245K
$2.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.7KNew |
$520K - $620K
|
47.7K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 23.88% |
$414K - $493K
|
197K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.6K+ 5.7% |
$377K - $449K
|
641K
$7.31M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34.2KNew |
$373K - $444K
|
34.2K
$390K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.7K+ 145.93% |
$368K - $438K
|
56.8K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 0.99% |
$324K - $385K
|
3.02M
$34.4M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.7K+ 37.46% |
$270K - $321K
|
90.7K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.7K+ 37.46% |
$270K - $321K
|
90.7K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
24.3K+ 7.38% |
$265K - $315K
|
353K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
23.9KNew |
$260K - $310K
|
23.9K
$272K
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
19.5K+ 216.94% |
$212K - $253K
|
28.4K
$324K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$163K - $194K
|
15K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.8KNew |
$150K - $179K
|
13.8K
$157K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$142K - $169K
|
13K
$149K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12.7KNew |
$138K - $164K
|
12.7K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 5.4% |
$136K - $162K
|
244K
$2.78M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$121K - $144K
|
11.1K
$127K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 32.32% |
$112K - $133K
|
42.1K
$480K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 2.08% |
$109K - $130K
|
491K
$5.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10KNew |
$109K - $130K
|
10K
$114K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10K+ 7.06% |
$109K - $130K
|
152K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.64K+ 28.41% |
$105K - $125K
|
43.6K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.7K+ 13.62% |
$62.1K - $73.9K
|
47.5K
$542K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.07K+ 4.55% |
$44.3K - $52.8K
|
93.4K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.71K+ 2.16% |
$40.4K - $48.1K
|
175K
$2M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 20.75% |
$26.7K - $31.8K
|
14.3K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.03K+ 5.28% |
$22.2K - $26.4K
|
40.6K
$463K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 4.3% |
$21.8K - $26K
|
48.5K
$553K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 4.3% |
$21.8K - $26K
|
48.5K
$553K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84KNew |
$20.1K - $23.9K
|
1.84K
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 4.64% |
$18.6K - $22.2K
|
38.5K
$439K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.69K+ 2.18% |
$18.4K - $21.9K
|
79K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 2.87% |
$17.3K - $20.6K
|
56.8K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46K+ 23.59% |
$15.9K - $18.9K
|
7.63K
$87K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$12K - $14.3K
|
1.1K
$12.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
904+ 4.9% |
$9.85K - $11.7K
|
19.3K
$221K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
574+ 0.12% |
$6.26K - $7.45K
|
495K
$5.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
518+ 1.23% |
$5.65K - $6.72K
|
42.6K
$486K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400New |
$4.36K - $5.19K
|
400
$4.56K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
47+ 0.72% |
$512 - $610
|
6.61K
$75.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 1.25% |
$273 - $325
|
2.03K
$23.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22+ 0.02% |
$240 - $286
|
129K
$1.47M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.25% |
$109 - $130
|
813
$9.28K
|