Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
400K+ 15.14% |
$4.45M - $4.79M
|
3.04M
$34.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
204K+ 33.48% |
$2.27M - $2.45M
|
815K
$9.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165KNew |
$1.84M - $1.98M
|
165K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 54.58% |
$1.83M - $1.98M
|
467K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
143KNew |
$1.59M - $1.72M
|
143K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
142KNew |
$1.58M - $1.71M
|
142K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
124K+ 8.67% |
$1.38M - $1.49M
|
1.56M
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82.3K+ 9.68% |
$915K - $986K
|
933K
$10.5M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
50.4KNew |
$560K - $603K
|
50.4K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
42K+ 21.17% |
$467K - $503K
|
240K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.7KNew |
$463K - $499K
|
41.7K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.1KNew |
$390K - $420K
|
35.1K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
35K+ 16.72% |
$389K - $419K
|
244K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.4K+ 3.06% |
$372K - $401K
|
1.13M
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6KNew |
$329K - $354K
|
29.6K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2K+ 19.32% |
$314K - $338K
|
174K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
28.1K+ 155.73% |
$313K - $337K
|
46.2K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 72.1% |
$305K - $328K
|
65.4K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.9K+ 31.6% |
$300K - $323K
|
112K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 30.06% |
$297K - $320K
|
116K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
24.3K+ 9.21% |
$270K - $291K
|
288K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20.9K+ 20.46% |
$232K - $250K
|
123K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
20.9K+ 17.47% |
$232K - $250K
|
140K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$224K - $241K
|
20.2K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1K+ 26.98% |
$224K - $241K
|
94.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$222K - $240K
|
20K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.3K+ 90.3% |
$203K - $219K
|
38.5K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 28.05% |
$193K - $208K
|
79.2K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 30.98% |
$187K - $201K
|
71K
$796K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15KNew |
$166K - $179K
|
15K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$150K - $162K
|
13.5K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$126K - $136K
|
11.3K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 3.71% |
$124K - $134K
|
313K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 25.99% |
$115K - $124K
|
50.3K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$115K - $124K
|
10.3K
$115K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
10.2KNew |
$113K - $122K
|
10.2K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.6K+ 54.86% |
$107K - $115K
|
27.1K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.9KNew |
$99K - $107K
|
8.9K
$99.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.22K+ 21.43% |
$91.4K - $98.5K
|
46.6K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.18K+ 16.97% |
$79.8K - $86K
|
49.5K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.5K+ 13.81% |
$72.3K - $77.9K
|
53.6K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.9K+ 19.34% |
$65.6K - $70.7K
|
36.4K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.49K+ 16.76% |
$61K - $65.8K
|
38.3K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 12.46% |
$45.6K - $49.1K
|
37K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.02K+ 1.2% |
$44.6K - $48.1K
|
339K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.88K+ 55.31% |
$43.2K - $46.5K
|
10.9K
$122K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.61K+ 31.55% |
$40.1K - $43.2K
|
15K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.43% |
$27.9K - $30.1K
|
75.7K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2K+ 3.81% |
$22.2K - $24K
|
54.5K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.74KNew |
$19.3K - $20.8K
|
1.74K
$19.5K
|