Nuveen California Quality Municipal Income Fund
NAC- Exchange
- NYSE
- SEC CIK
- 0001074952
No open-market purchases or sales by Nuveen California Quality Municipal Income Fund insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $315.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen California Quality Municipal Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 114
- +1 vs. Q1 2021
- Shares held
- 17.9M
- +456.4K (+2.6%) vs. Q1 2021
- Total value
- $284.3M
- +$24.4M (+9.4%) vs. Q1 2021
- New holders
- 10
- 38 more added
- Sold out
- 9
- 27 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 138 | $315.4M |
| Q1 2026 | 129 | $280.8M |
| Q4 2025 | 125 | $266.0M |
| Q3 2025 | 115 | $223.0M |
| Q2 2025 | 119 | $225.0M |
| Q1 2025 | 118 | $251.1M |
| Q4 2024 | 124 | $287.3M |
| Q3 2024 | 120 | $339.0M |
| Q2 2024 | 119 | $420.4M |
| Q1 2024 | 125 | $425.9M |
| Q4 2023 | 122 | $422.9M |
| Q3 2023 | 120 | $328.0M |
| Q2 2023 | 111 | $344.2M |
| Q1 2023 | 117 | $299.0M |
| Q4 2022 | 117 | $248.7M |
| Q3 2022 | 104 | $212.2M |
| Q2 2022 | 107 | $236.0M |
| Q1 2022 | 117 | $245.8M |
| Q4 2021 | 119 | $277.2M |
| Q3 2021 | 111 | $264.3M |
| Q2 2021 | 114 | $284.3M |
| Q1 2021 | 114 | $260.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,576,538 | $40.8M | 0.02% | +67,061+2.7% | Added |
| Morgan Stanley | 2,571,386 | $40.8M | 0.01% | −4920.0% | Reduced |
| Rivernorth Capital Management, LLC | 2,096,176 | $33.2M | 1.89% | +392,894+23.1% | Added |
| Guggenheim Capital LLC | 1,926,243 | $30.5M | 0.18% | +6,490+0.3% | Added |
| Wells Fargo & Company | 1,135,675 | $18.0M | 0.00% | −71,771−5.9% | Reduced |
| Whittier Trust Co | 708,966 | $11.2M | 0.20% | −5,709−0.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 663,852 | $10.5M | 4.03% | +18,998+2.9% | Added |
| Rockefeller Capital Management L.P. | 436,200 | $6.91M | 0.04% | −1,500−0.3% | Reduced |
| D.A. Davidson & Co. | 390,261 | $6.19M | 0.07% | +5,555+1.4% | Added |
| First Foundation Advisors | 294,199 | $4.66M | 0.18% | −60,126−17.0% | Reduced |
| Bank of America Corp | 235,564 | $3.73M | 0.00% | +42,977+22.3% | Added |
| Royal Bank of Canada | 230,810 | $3.66M | 0.00% | −138,827−37.6% | Reduced |
| 20/20 Capital Management, Inc. | 213,333 | $3.38M | 0.88% | −11,636−5.2% | Reduced |
| Davidson Trust Co | 207,225 | $3.29M | 2.56% | −3,338−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 185,230 | $2.94M | 0.30% | +25,950+16.3% | Added |
| Advisor Group Holdings, Inc. | 175,590 | $2.78M | 0.01% | +4,067+2.4% | Added |
| Advisors Asset Management, Inc. | 156,276 | $2.48M | 0.04% | +12,985+9.1% | Added |
| Allianz Asset Management GmbH | 154,979 | $2.46M | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 151,113 | $2.40M | 0.10% | +586+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 148,714 | $2.36M | 0.13% | +34,715+30.5% | Added |
| Fiera Capital Corp | 142,412 | $2.26M | 0.01% | −19,632−12.1% | Reduced |
| Wedbush Securities Inc | 123,249 | $1.95M | 0.09% | +52,815+75.0% | Added |
| Camden Capital, LLC | 122,494 | $1.94M | 0.45% | −2,255−1.8% | Reduced |
| LPL Financial LLC | 122,086 | $1.94M | 0.00% | +29,630+32.0% | Added |
| Cetera Investment Advisers | 100,842 | $1.60M | 0.03% | +3,405+3.5% | Added |
| Van Hulzen Asset Management, LLC | 92,888 | $1.47M | 0.22% | +24,200+35.2% | Added |
| Raymond James & Associates | 86,849 | $1.38M | 0.00% | −4,104−4.5% | Reduced |
| RB Capital Management, LLC | 76,577 | $1.21M | 0.47% | −1,231−1.6% | Reduced |
| Apriem Advisors | 74,020 | $1.17M | 0.18% | −500−0.7% | Reduced |
| Hall Private Wealth Advisors | 70,690 | $1.12M | 0.73% | +70,690 | New |
| Ameritas Investment Company, LLC | 67,831 | $1.07M | 0.05% | +65,976+3,556.7% | Added |
| Castle Rock Wealth Management, LLC | 66,347 | $1.07M | 0.39% | −304−0.5% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $1.03M | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 62,951 | $998.0K | 0.04% | +8,773+16.2% | Added |
| Ameriprise Financial Inc | 65,020 | $986.0K | 0.00% | −3,735−5.4% | Reduced |
| Cooper Financial Group | 60,977 | $966.0K | 0.20% | +15,687+34.6% | Added |
| Mutual Advisors, LLC | 60,538 | $960.0K | 0.06% | +6,424+11.9% | Added |
| KWB Wealth | 64,502 | $958.0K | 0.18% | 00.0% | Unchanged |
| Invesco Ltd. | 58,143 | $922.0K | 0.00% | −28,707−33.1% | Reduced |
| Commonwealth Equity Services, LLC | 57,156 | $905.0K | 0.00% | −4,108−6.7% | Reduced |
| Tarbox Family Office, Inc. | 55,418 | $878.0K | 0.16% | +55,418 | New |
| Strategic Wealth Advisors Group, LLC | 52,380 | $830.0K | 0.04% | +6,520+14.2% | Added |
| Kennicott Capital Management LLC | 50,521 | $801.0K | 0.60% | +13,368+36.0% | Added |
| Vivaldi Capital Management, LLC | 49,772 | $787.0K | 0.16% | −2,045−3.9% | Reduced |
| JPMorgan Chase & Co | 48,608 | $770.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 48,541 | $769.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 47,953 | $760.0K | 0.10% | +34+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $757.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 47,733 | $757.0K | 1.19% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $729.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 45,589 | $723.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 43,187 | $687.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 42,744 | $677.0K | 0.00% | +993+2.4% | Added |
| Hollencrest Capital Management | 41,830 | $663.0K | 0.06% | −3,132−7.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,000 | $636.1K | 0.01% | +1,500+3.9% | Added |
| Bartlett & Co. LLC | 40,000 | $634.0K | 0.01% | +1,500+3.9% | Added |
| Private Wealth Partners, LLC | 37,958 | $602.0K | 0.06% | +2,800+8.0% | Added |
| Main Management LLC | 36,601 | $580.0K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,571 | $547.0K | 0.00% | +1,481+4.5% | Added |
| B. Riley Wealth Management, Inc. | 34,422 | $546.0K | 0.06% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 34,026 | $544.0K | 0.28% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 33,735 | $535.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,905 | $522.0K | 0.00% | +18,406+126.9% | Added |
| Jane Street Group, LLC | 31,467 | $499.0K | 0.00% | +31,467 | New |
| Spectrum Wealth Advisory Group, LLC | 30,527 | $484.0K | 0.47% | +30,527 | New |
| Oder Investment Management, LLC | 30,305 | $480.0K | 0.63% | +112+0.4% | Added |
| Kiley Juergens Wealth Management, LLC | 28,307 | $448.0K | 0.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,273 | $432.0K | 0.00% | −3,389−11.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,657 | $391.0K | 0.00% | +1,088+4.6% | Added |
| US Bancorp | 22,781 | $361.0K | 0.00% | +5,000+28.1% | Added |
| Evergreen Capital Management LLC | 22,333 | $354.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $336.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $333.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,666 | $328.0K | 0.03% | +70.0% | Added |
| Sit Investment Associates Inc | 20,500 | $325.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $325.0K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $317.0K | 0.14% | +1,000+5.3% | Added |
| Western Wealth Management, LLC | 19,042 | $303.0K | 0.03% | +19,042 | New |
| Pensionmark Financial Group, LLC | 18,510 | $294.0K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,032 | $254.0K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 15,632 | $248.0K | 0.02% | +4,141+36.0% | Added |
| United Capital Financial Advisers, LLC | 15,075 | $239.0K | 0.00% | −3,500−18.8% | Reduced |
| Mechanics Bank Trust Department | 15,000 | $238.0K | 0.04% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $238.0K | 0.03% | 00.0% | Unchanged |
| Vista Investment Management | 13,782 | $218.0K | 0.13% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13,500 | $214.0K | 0.04% | −2,500−15.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,871 | $204.0K | 0.00% | −287−2.2% | Reduced |
| Miracle Mile Advisors, LLC | 12,480 | $198.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 12,453 | $197.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,134 | $192.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,801 | $187.0K | 0.00% | +11,801 | New |
| Ieq Capital, LLC | 11,711 | $186.0K | 0.01% | −4,920−29.6% | Reduced |
| Winfield Associates, Inc. | 10,800 | $171.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $168.0K | 0.18% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,050 | $128.0K | 0.00% | +1,400+21.1% | Added |
| Ford Financial Group, LLC | 7,591 | $120.0K | 0.04% | +7,591 | New |
| Allworth Financial LP | 6,400 | $101.0K | 0.00% | +3,607+129.1% | Added |
| Manchester Capital Management LLC | 6,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 5,100 | $81.0K | 0.00% | +22+0.4% | Added |