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 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.4KNew |
$15.6K - $16.8K
|
1.4K
$15.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.23% |
$15.6K - $16.8K
|
16.6K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
847New |
$9.42K - $10.1K
|
847
$9.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
780+ 1.31% |
$8.67K - $9.34K
|
60.3K
$675K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
751+ 4.16% |
$8.35K - $9K
|
18.8K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
725+ 2.61% |
$8.06K - $8.69K
|
28.5K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
630+ 0.95% |
$7.01K - $7.55K
|
67.1K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
524+ 1.27% |
$5.83K - $6.28K
|
41.9K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
339+ 2.01% |
$3.77K - $4.06K
|
17.2K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 11.64% |
$3.34K - $3.59K
|
2.88K
$32.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
281+ 2.58% |
$3.12K - $3.37K
|
11.2K
$125K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 0.74% |
$2.98K - $3.21K
|
36.5K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
123+ 0.17% |
$1.37K - $1.47K
|
73.3K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100+ 3.03% |
$1.11K - $1.2K
|
3.4K
$38.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29+ 145.0% |
$322 - $347
|
49
$549
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 0.16% |
$289 - $311
|
16.4K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.95% |
$267 - $288
|
1.25K
$14K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 2.56% |
$256 - $276
|
921
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$44.5 - $47.9
|
24K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-300- 37.5% |
$3.34K - $3.59K
|
500
$5.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 1.99% |
$4.94K - $5.32K
|
21.8K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-585- 3.13% |
$6.51K - $7.01K
|
18.1K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-611- 1.54% |
$6.79K - $7.32K
|
39K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 8.02% |
$7.78K - $8.39K
|
8.03K
$89.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-706- 0.12% |
$7.85K - $8.46K
|
571K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-822- 1.61% |
$9.14K - $9.85K
|
50.2K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-934- 0.48% |
$10.4K - $11.2K
|
193K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 7.25% |
$14.2K - $15.3K
|
16.3K
$182K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 4.71% |
$17K - $18.3K
|
30.9K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 8.08% |
$20.6K - $22.2K
|
21.1K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.93K- 29.78% |
$21.5K - $23.1K
|
4.55K
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.44K- 31.75% |
$27.1K - $29.2K
|
5.24K
$58.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.61K- 23.98% |
$40.1K - $43.2K
|
11.4K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.73K- 2.65% |
$63.7K - $68.6K
|
210K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-6.24K- 5.27% |
$69.4K - $74.7K
|
112K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.69K- 3.04% |
$74.4K - $80.1K
|
213K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.02K- 24.86% |
$78.1K - $84.1K
|
21.2K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-8.12K- 13.8% |
$90.2K - $97.2K
|
50.7K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9K- 22.32% |
$100K - $108K
|
31.3K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.09K- 1.71% |
$101K - $109K
|
523K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9.28K- 15.4% |
$103K - $111K
|
51K
$571K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 21.87% |
$134K - $145K
|
43.1K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12.7K- 7.66% |
$141K - $152K
|
153K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-18K- 59.27% |
$201K - $216K
|
12.4K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-61.6K- 3.17% |
$685K - $738K
|
1.88M
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81.3K- 32.35% |
$904K - $974K
|
170K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-149K- 28.84% |
$1.66M - $1.79M
|
369K
$4.13M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-291K- 88.54% |
$3.23M - $3.48M
|
37.6K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-383K- 13.75% |
$4.26M - $4.59M
|
2.41M
$26.9M
|