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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.09K- 9.79% |
$29.8K - $33.8K
|
28.5K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.2K- 4.91% |
$30.9K - $35K
|
62K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.39K- 5.03% |
$32.7K - $37.1K
|
63.9K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.55K- 6.18% |
$34.3K - $38.9K
|
53.9K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.72K- 14.05% |
$35.8K - $40.7K
|
22.7K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.94K- 8.27% |
$38K - $43.2K
|
43.7K
$489K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.95K- 58.55% |
$38.1K - $43.2K
|
2.79K
$31.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 9.61% |
$39.9K - $45.3K
|
38.9K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 13.91% |
$46.5K - $52.7K
|
29.8K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-5.7K- 14.82% |
$55K - $62.4K
|
32.8K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.89K- 32.98% |
$56.8K - $64.5K
|
12K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.17K- 14.61% |
$59.5K - $67.5K
|
36K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.91K- 10.23% |
$66.6K - $75.6K
|
60.6K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.93K- 3.37% |
$66.9K - $75.9K
|
199K
$2.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.28K- 9.68% |
$70.3K - $79.7K
|
68K
$761K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.3K- 15.13% |
$70.4K - $79.9K
|
40.9K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.7K- 87.76% |
$103K - $117K
|
1.49K
$16.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-12.1K- 4.58% |
$117K - $133K
|
252K
$2.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-13.3K- 39.46% |
$128K - $145K
|
20.3K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15.7K- 28.64% |
$152K - $172K
|
39.1K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.2K- 19.93% |
$156K - $177K
|
65.1K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16.2K- 11.35% |
$157K - $178K
|
127K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.3K- 7.19% |
$177K - $201K
|
236K
$2.65M
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-23.2KClosed |
$224K - $254K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.5K- 27.31% |
$226K - $257K
|
62.4K
$699K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-24.1K- 16.08% |
$232K - $263K
|
126K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.9K- 18.35% |
$240K - $273K
|
111K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.4K- 35.86% |
$283K - $321K
|
52.5K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.7K- 68.27% |
$296K - $336K
|
14.3K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-34.4K- 42.55% |
$332K - $377K
|
46.5K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-37.1K- 32.86% |
$358K - $406K
|
75.8K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-51.5K- 44.15% |
$497K - $564K
|
65.2K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.1K- 10.59% |
$637K - $723K
|
557K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-112K- 10.28% |
$1.08M - $1.23M
|
977K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 6.79% |
$1.96M - $2.23M
|
2.79M
$31.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-215K- 26.65% |
$2.08M - $2.36M
|
593K
$6.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-235K- 11.76% |
$2.27M - $2.57M
|
1.76M
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-575K- 10.31% |
$5.55M - $6.29M
|
5M
$56M
|