Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.64M+ 35.2% |
$15.3M - $18.3M
|
6.29M
$74.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.53M+ 22.72% |
$14.3M - $17.1M
|
8.28M
$98.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
502K+ 55.96% |
$4.68M - $5.59M
|
1.4M
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
369K+ 30.79% |
$3.45M - $4.12M
|
1.57M
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
328KNew |
$3.06M - $3.66M
|
328K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
281K+ 10075.08% |
$2.63M - $3.14M
|
284K
$3.37M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250K+ 1009.0% |
$2.33M - $2.78M
|
274K
$3.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
171K+ 251.0% |
$1.59M - $1.9M
|
239K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
152K+ 96.28% |
$1.42M - $1.7M
|
310K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
121K+ 260.26% |
$1.13M - $1.35M
|
167K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
114KNew |
$1.06M - $1.27M
|
114K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
103K+ 65.46% |
$959K - $1.15M
|
260K
$3.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
85.7K+ 68.25% |
$799K - $955K
|
211K
$2.5M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.1KNew |
$682K - $815K
|
73.1K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72.3K+ 5.32% |
$675K - $806K
|
1.43M
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
47.7KNew |
$445K - $532K
|
47.7K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.8K+ 327.89% |
$437K - $522K
|
61.1K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44.1K+ 7.44% |
$411K - $491K
|
637K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.8K+ 4.49% |
$409K - $489K
|
1.02M
$12.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
40.2KNew |
$375K - $449K
|
40.2K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
38.9K+ 6.41% |
$363K - $434K
|
646K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 15.79% |
$348K - $416K
|
274K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
36.2K+ 7.4% |
$338K - $404K
|
525K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 13.23% |
$245K - $293K
|
225K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 72.28% |
$243K - $291K
|
62.1K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 4.72% |
$222K - $265K
|
527K
$6.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.4K+ 1496.25% |
$209K - $249K
|
23.8K
$283K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
18.6KNew |
$173K - $207K
|
18.6K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17.2KNew |
$161K - $192K
|
17.2K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
16.3KNew |
$152K - $182K
|
16.3K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6KNew |
$146K - $174K
|
15.6K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3KNew |
$134K - $160K
|
14.3K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14.2KNew |
$132K - $158K
|
14.2K
$168K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.8K+ 2.31% |
$129K - $154K
|
611K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.6KNew |
$118K - $141K
|
12.6K
$150K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$113K - $135K
|
12.1K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.1KNew |
$103K - $123K
|
11.1K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$97.7K - $117K
|
10.5K
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
9.57K+ 77.18% |
$89.3K - $107K
|
22K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.28K+ 20.74% |
$86.6K - $103K
|
54K
$640K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.4KNew |
$78.4K - $93.7K
|
8.4K
$99.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.02KNew |
$46.8K - $56K
|
5.02K
$59.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.27K+ 35.57% |
$39.8K - $47.6K
|
16.3K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.69KNew |
$34.4K - $41.1K
|
3.69K
$43.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$31.7K - $37.9K
|
3.4K
$40.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 20.77% |
$28.5K - $34.1K
|
17.8K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.3K+ 14.99% |
$21.5K - $25.7K
|
17.7K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 3.54% |
$21.1K - $25.2K
|
66.1K
$784K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.02K+ 14.47% |
$18.9K - $22.6K
|
16K
$190K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
2K+ 12.12% |
$18.7K - $22.3K
|
18.5K
$219K
|