Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
525KNew |
$7.91M - $8.29M
|
525K
$5.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
184K+ 262664.28% |
$2.77M - $2.9M
|
184K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 6.12% |
$2.39M - $2.5M
|
2.75M
$31.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
112KNew |
$1.69M - $1.77M
|
112K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
96.3K+ 271.35% |
$1.45M - $1.52M
|
132K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84K+ 7.08% |
$1.27M - $1.32M
|
1.27M
$14.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69.4KNew |
$1.05M - $1.1M
|
69.4K
$790K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
44.5K+ 6.54% |
$670K - $702K
|
724K
$8.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.9K+ 164.37% |
$481K - $504K
|
51.4K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.5KNew |
$444K - $465K
|
29.5K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23.1KNew |
$348K - $364K
|
23.1K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
20.1K+ 1.3% |
$303K - $318K
|
1.57M
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 70.75% |
$283K - $297K
|
45.4K
$516K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
17.9K+ 4.41% |
$270K - $283K
|
425K
$4.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$267K - $279K
|
17.7K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$264K - $276K
|
17.5K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.5K+ 7.37% |
$249K - $261K
|
241K
$2.74M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$249K - $261K
|
16.5K
$188K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6KNew |
$235K - $246K
|
15.6K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 16.58% |
$217K - $227K
|
101K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
12.7K+ 2.33% |
$192K - $201K
|
559K
$6.37M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.7KNew |
$177K - $185K
|
11.7K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
10.6KNew |
$159K - $167K
|
10.6K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.4KNew |
$157K - $164K
|
10.4K
$119K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.85K+ 56.46% |
$148K - $155K
|
27.3K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.6K+ 19.35% |
$115K - $120K
|
46.9K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
7.59KNew |
$114K - $120K
|
7.59K
$86.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.99K+ 0.36% |
$105K - $110K
|
1.98M
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.58KNew |
$99.1K - $104K
|
6.58K
$74.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.86K+ 3.39% |
$88.3K - $92.5K
|
179K
$2.03M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 14.29% |
$82.9K - $86.8K
|
44K
$501K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
5.5K+ 14.29% |
$82.9K - $86.8K
|
44K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.52K+ 5.27% |
$53K - $55.5K
|
70.3K
$800K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.47K+ 2.33% |
$52.2K - $54.7K
|
152K
$1.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.09K+ 8.33% |
$46.5K - $48.7K
|
40.1K
$457K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2.57K+ 5.68% |
$38.7K - $40.5K
|
47.8K
$544K
|
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
2.48KNew |
$37.3K - $39.1K
|
2.48K
$28.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.33K+ 1.75% |
$35.1K - $36.7K
|
135K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.32K+ 7.41% |
$35K - $36.7K
|
33.7K
$383K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.66K+ 1.78% |
$24.9K - $26.1K
|
94.5K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
1.32K+ 1.94% |
$19.8K - $20.8K
|
69.2K
$787K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.18K+ 0.7% |
$17.8K - $18.7K
|
169K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.11KNew |
$16.8K - $17.5K
|
1.11K
$12.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 25.59% |
$16.1K - $16.8K
|
5.24K
$59.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1K+ 7.28% |
$15.1K - $15.8K
|
14.7K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
617New |
$9.3K - $9.74K
|
617
$7.02K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$6.03K - $6.31K
|
400
$4.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
225+ 0.29% |
$3.39K - $3.55K
|
77.4K
$881K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
142+ 0.22% |
$2.14K - $2.24K
|
64.7K
$736K
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
112+ 0.36% |
$1.69K - $1.77K
|
31.2K
$355K
|