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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
51+ 0.79% |
$769 - $805
|
6.49K
$73.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.03% |
$121 - $126
|
784
$8.85K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.03% |
$105 - $110
|
20.7K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$6.03K - $6.31K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-510- 4.04% |
$7.69K - $8.05K
|
12.1K
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-510- 4.04% |
$7.69K - $8.05K
|
12.1K
$137K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-554- 2.36% |
$8.35K - $8.74K
|
22.9K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-804- 2.33% |
$12.1K - $12.7K
|
33.8K
$381K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-1.14K- 2.71% |
$17.1K - $17.9K
|
40.7K
$459K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.2KClosed |
$18.1K - $18.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.21K- 1.56% |
$18.2K - $19.1K
|
76.6K
$865K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.34K- 9.48% |
$35.3K - $36.9K
|
22.3K
$252K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.5KClosed |
$37.7K - $39.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-3.14KClosed |
$47.3K - $49.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.5K- 4.73% |
$52.7K - $55.2K
|
70.5K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.99K- 20.97% |
$60.2K - $63K
|
15K
$170K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.04K- 7.05% |
$60.9K - $63.8K
|
53.2K
$601K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.38K- 9.81% |
$66K - $69.1K
|
40.3K
$455K
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-6.56K- 17.28% |
$98.9K - $104K
|
31.4K
$354K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.55K- 22.27% |
$129K - $135K
|
29.8K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11.6KClosed |
$175K - $183K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.7KClosed |
$176K - $184K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.8KClosed |
$192K - $201K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8KClosed |
$208K - $217K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.3K- 50.0% |
$291K - $305K
|
19.3K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25K- 57.87% |
$377K - $395K
|
18.2K
$206K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-28.6K- 78.14% |
$431K - $451K
|
8K
$90.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-30.2K- 52.61% |
$456K - $477K
|
27.2K
$308K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-31K- 15.03% |
$467K - $489K
|
175K
$1.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$505K - $529K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.2K- 15.44% |
$546K - $572K
|
198K
$2.24M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-41.4KClosed |
$624K - $654K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42K- 17.79% |
$633K - $663K
|
194K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.6KClosed |
$733K - $767K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-91.2K- 57.42% |
$1.37M - $1.44M
|
67.6K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-106K- 4.04% |
$1.6M - $1.68M
|
2.52M
$28.5M
|