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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
204K+ 33.48% |
$2.27M - $2.45M
|
815K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165KNew |
$1.84M - $1.98M
|
165K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6KNew |
$329K - $354K
|
29.6K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2K+ 19.32% |
$314K - $338K
|
174K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
28.1K+ 155.73% |
$313K - $337K
|
46.2K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
24.3K+ 9.21% |
$270K - $291K
|
288K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20.9K+ 20.46% |
$232K - $250K
|
123K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$150K - $162K
|
13.5K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 25.99% |
$115K - $124K
|
50.3K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.6K+ 54.86% |
$107K - $115K
|
27.1K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.22K+ 21.43% |
$91.4K - $98.5K
|
46.6K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.5K+ 13.81% |
$72.3K - $77.9K
|
53.6K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.9K+ 19.34% |
$65.6K - $70.7K
|
36.4K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 12.46% |
$45.6K - $49.1K
|
37K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.88K+ 55.31% |
$43.2K - $46.5K
|
10.9K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.43% |
$27.9K - $30.1K
|
75.7K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.74KNew |
$19.3K - $20.8K
|
1.74K
$19.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.23% |
$15.6K - $16.8K
|
16.6K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
847New |
$9.42K - $10.1K
|
847
$9.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
780+ 1.31% |
$8.67K - $9.34K
|
60.3K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
725+ 2.61% |
$8.06K - $8.69K
|
28.5K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
524+ 1.27% |
$5.83K - $6.28K
|
41.9K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
339+ 2.01% |
$3.77K - $4.06K
|
17.2K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 11.64% |
$3.34K - $3.59K
|
2.88K
$33K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
281+ 2.58% |
$3.12K - $3.37K
|
11.2K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 0.74% |
$2.98K - $3.21K
|
36.5K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100+ 3.03% |
$1.11K - $1.2K
|
3.4K
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 0.16% |
$289 - $311
|
16.4K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.95% |
$267 - $288
|
1.25K
$14.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 2.56% |
$256 - $276
|
921
$10.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-300- 37.5% |
$3.34K - $3.59K
|
500
$5.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 8.02% |
$7.78K - $8.39K
|
8.03K
$92.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-934- 0.48% |
$10.4K - $11.2K
|
193K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 4.71% |
$17K - $18.3K
|
30.9K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 8.08% |
$20.6K - $22.2K
|
21.1K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.73K- 2.65% |
$63.7K - $68.6K
|
210K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.02K- 24.86% |
$78.1K - $84.1K
|
21.2K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9K- 22.32% |
$100K - $108K
|
31.3K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12.7K- 7.66% |
$141K - $152K
|
153K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81.3K- 32.35% |
$904K - $974K
|
170K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-149K- 28.84% |
$1.66M - $1.79M
|
369K
$4.23M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-291K- 88.54% |
$3.23M - $3.48M
|
37.6K
$431K
|