Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 13.59% |
$3.6M - $3.79M
|
2.64M
$30.1M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
301K+ 1089.01% |
$3.43M - $3.6M
|
328K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
231K+ 19.2% |
$2.63M - $2.77M
|
1.43M
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
213K+ 12.31% |
$2.43M - $2.55M
|
1.94M
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
171K+ 25.24% |
$1.95M - $2.06M
|
851K
$9.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
160K+ 35.39% |
$1.82M - $1.91M
|
610K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
152K+ 331.25% |
$1.74M - $1.83M
|
198K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Mackay Shields LLC
|
BUY
|
- |
101K+ 4.73% |
$1.15M - $1.2M
|
2.23M
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.3K+ 9.67% |
$1.1M - $1.15M
|
1.09M
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.7K+ 34.62% |
$886K - $932K
|
302K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60.8K+ 437.42% |
$693K - $728K
|
74.6K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.4KNew |
$608K - $640K
|
53.4K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$584K - $614K
|
51.2K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
50K+ 23.38% |
$570K - $600K
|
264K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3KNew |
$482K - $507K
|
42.3K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 7.76% |
$437K - $460K
|
532K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
31.1K+ 5.74% |
$354K - $372K
|
572K
$6.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.2K+ 13.51% |
$298K - $314K
|
220K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 8.54% |
$271K - $285K
|
302K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 4914.86% |
$249K - $262K
|
22.3K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20.2KNew |
$231K - $243K
|
20.2K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.1KNew |
$206K - $217K
|
18.1K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.9K+ 142.83% |
$204K - $215K
|
30.5K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$200K - $210K
|
17.5K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 23.57% |
$193K - $203K
|
89K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
15.4K+ 14.98% |
$176K - $185K
|
118K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$169K - $178K
|
14.9K
$169K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.2K+ 12.32% |
$128K - $134K
|
102K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$123K - $130K
|
10.8K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
9.75K+ 15.35% |
$111K - $117K
|
73.2K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.57K+ 11.17% |
$97.6K - $103K
|
85.3K
$970K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.84K+ 32.64% |
$77.9K - $82K
|
27.8K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6.31K+ 12.02% |
$71.9K - $75.7K
|
58.8K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37K+ 34.84% |
$61.2K - $64.3K
|
20.8K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.04K+ 253.91% |
$57.4K - $60.4K
|
7.02K
$79.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 4.39% |
$55.9K - $58.8K
|
117K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.49K+ 9.66% |
$51.2K - $53.8K
|
51K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.29K+ 8.1% |
$48.9K - $51.4K
|
57.3K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.2K+ 3.65% |
$47.9K - $50.4K
|
119K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 12.19% |
$47.1K - $49.5K
|
38K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.05K+ 7.31% |
$46.2K - $48.6K
|
59.5K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$39.9K - $42K
|
3.5K
$39.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 11.9% |
$39.9K - $42K
|
32.9K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.3KNew |
$37.6K - $39.6K
|
3.3K
$37.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.95K+ 7.97% |
$33.6K - $35.3K
|
39.9K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34K+ 15.41% |
$26.7K - $28.1K
|
17.6K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$22.8K - $24K
|
2K
$22.8K
|