Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.63M+ 63.85% |
$25.4M - $28.8M
|
6.75M
$76.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
518K+ 136.64% |
$4.99M - $5.67M
|
896K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
441K+ 10.48% |
$4.26M - $4.83M
|
4.65M
$52.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
329K+ 118.17% |
$3.17M - $3.6M
|
607K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
158KNew |
$1.52M - $1.73M
|
158K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
157K+ 15.03% |
$1.51M - $1.72M
|
1.2M
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
72.1K+ 44.94% |
$696K - $790K
|
233K
$2.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
44K+ 33.57% |
$425K - $482K
|
175K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.9K+ 7.68% |
$346K - $393K
|
503K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.5KNew |
$256K - $290K
|
26.5K
$302K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.7KNew |
$239K - $271K
|
24.7K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20KNew |
$193K - $219K
|
20K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17KNew |
$164K - $187K
|
17K
$194K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.1K+ 10.62% |
$146K - $165K
|
157K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$135K - $153K
|
14K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.5K+ 1.01% |
$131K - $148K
|
1.36M
$15.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.7KNew |
$122K - $139K
|
12.7K
$144K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
12.4KNew |
$120K - $136K
|
12.4K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$106K - $120K
|
11K
$125K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.9KNew |
$105K - $119K
|
10.9K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.4KNew |
$100K - $114K
|
10.4K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.39K+ 40.23% |
$71.3K - $80.9K
|
25.8K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.5K+ 433.33% |
$62.7K - $71.2K
|
8K
$91K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.4KNew |
$52.1K - $59.1K
|
5.4K
$61.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.18K+ 15.92% |
$49.9K - $56.7K
|
37.7K
$429K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.64K+ 35.12% |
$35.1K - $39.8K
|
14K
$159K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.25K+ 4.81% |
$31.4K - $35.6K
|
70.8K
$806K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.93K+ 27.72% |
$28.3K - $32.1K
|
13.5K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.5K+ 1.04% |
$14.5K - $16.4K
|
146K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.44K+ 1.32% |
$13.9K - $15.8K
|
110K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.33KNew |
$12.8K - $14.5K
|
1.33K
$15.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 65.53% |
$10.2K - $11.6K
|
2.68K
$30.5K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900+ 1.62% |
$8.69K - $9.86K
|
56.5K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
900+ 1.62% |
$8.69K - $9.86K
|
56.5K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
606+ 0.36% |
$5.85K - $6.64K
|
169K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
462+ 3.24% |
$4.46K - $5.06K
|
14.7K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
392+ 2.62% |
$3.78K - $4.29K
|
15.4K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47New |
$454 - $515
|
47
$535
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32+ 0.31% |
$309 - $350
|
10.3K
$117K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.04% |
$145 - $164
|
38K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 1.05% |
$145 - $164
|
1.45K
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.95% |
$77.2 - $87.6
|
849
$9.66K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-233- 0.53% |
$2.25K - $2.55K
|
43.6K
$496K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-453- 0.08% |
$4.37K - $4.96K
|
597K
$6.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-661- 3.84% |
$6.38K - $7.24K
|
16.5K
$188K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 1.39% |
$10.4K - $11.8K
|
76.6K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.57K- 2.38% |
$15.2K - $17.2K
|
64.4K
$733K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 2.91% |
$15.3K - $17.4K
|
52.8K
$601K
|