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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.38K+ 4.72% |
$15.7K - $16.5K
|
30.5K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
729+ 2.28% |
$8.31K - $8.74K
|
32.8K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
499+ 1.32% |
$5.69K - $5.98K
|
38.4K
$438K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
287+ 1.56% |
$3.27K - $3.44K
|
18.7K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
247+ 1.49% |
$2.82K - $2.96K
|
16.8K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
221+ 1.23% |
$2.52K - $2.65K
|
18.2K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
205+ 1.92% |
$2.34K - $2.46K
|
10.9K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 0.54% |
$2.23K - $2.35K
|
36.2K
$413K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
108+ 0.04% |
$1.23K - $1.29K
|
251K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
102+ 4.12% |
$1.16K - $1.22K
|
2.58K
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89+ 0.23% |
$1.01K - $1.07K
|
39.6K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.06% |
$433 - $456
|
61.8K
$706K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35+ 0.15% |
$399 - $420
|
23K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 0.05% |
$353 - $372
|
66.5K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 2.5% |
$342 - $360
|
1.23K
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
26+ 0.06% |
$296 - $312
|
41.4K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.18% |
$228 - $240
|
11K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.93% |
$194 - $204
|
898
$10.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-296- 1.22% |
$3.37K - $3.55K
|
24K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-697- 1.14% |
$7.95K - $8.36K
|
60.2K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-800- 1.95% |
$9.12K - $9.59K
|
40.3K
$460K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-816- 2.46% |
$9.3K - $9.78K
|
32.4K
$370K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 13.37% |
$11.4K - $12K
|
6.48K
$73.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.56K- 0.8% |
$17.8K - $18.7K
|
194K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2K- 16.49% |
$22.8K - $24K
|
10.1K
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 20.14% |
$25.1K - $26.4K
|
8.73K
$99.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.68K- 16.74% |
$64.8K - $68.1K
|
28.3K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-13.3K- 3.83% |
$152K - $160K
|
335K
$3.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18.1K- 3.38% |
$206K - $217K
|
518K
$5.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 28.14% |
$242K - $255K
|
54.2K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.5K- 72.22% |
$484K - $509K
|
16.3K
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-42.5K- 16.44% |
$485K - $510K
|
216K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-45.2K- 21.47% |
$516K - $542K
|
165K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-88.7K- 81.29% |
$1.01M - $1.06M
|
20.4K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-329K- 29.34% |
$3.75M - $3.94M
|
792K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-580K- 83.93% |
$6.61M - $6.95M
|
111K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-812K- 22.55% |
$9.26M - $9.73M
|
2.79M
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.07M- 38.89% |
$23.6M - $24.8M
|
3.25M
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.87M- 63.04% |
$55.5M - $58.4M
|
2.86M
$32.6M
|