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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | +3 | New |
| Panagora Asset Management Inc | 53 | $1.00K | 0.00% | −60−53.1% | Reduced |
| DB Wealth Management Group, LLC | 477 | $8.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 768 | $12.0K | 0.00% | +8+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,016 | $16.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,199 | $19.0K | 0.01% | +1,199 | New |
| NEXT Financial Group, Inc | 1,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,440 | $39.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,404 | $54.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,500 | $55.0K | 0.01% | +3,500 | New |
| Covington Capital Management | 3,644 | $58.0K | 0.00% | −1,642−31.1% | Reduced |
| CWM, LLC | 4,169 | $66.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $79.0K | 0.03% | −4,453−47.1% | Reduced |
| Citigroup Inc | 5,100 | $81.0K | 0.00% | +22+0.4% | Added |
| Manchester Capital Management LLC | 6,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,400 | $101.0K | 0.00% | +3,607+129.1% | Added |
| Ford Financial Group, LLC | 7,591 | $120.0K | 0.04% | +7,591 | New |
| Steward Partners Investment Advisory, LLC | 8,050 | $128.0K | 0.00% | +1,400+21.1% | Added |
| Alpha Cubed Investments, LLC | 10,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $168.0K | 0.18% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 10,800 | $171.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,711 | $186.0K | 0.01% | −4,920−29.6% | Reduced |
| Cetera Advisor Networks LLC | 11,801 | $187.0K | 0.00% | +11,801 | New |
| Wealthcare Advisory Partners LLC | 12,134 | $192.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 12,453 | $197.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,480 | $198.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,871 | $204.0K | 0.00% | −287−2.2% | Reduced |
| Tortoise Investment Management, LLC | 13,500 | $214.0K | 0.04% | −2,500−15.6% | Reduced |
| Vista Investment Management | 13,782 | $218.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| United Capital Financial Advisers, LLC | 15,075 | $239.0K | 0.00% | −3,500−18.8% | Reduced |
| Pure Financial Advisors, Inc. | 15,632 | $248.0K | 0.02% | +4,141+36.0% | Added |
| Mercer Global Advisors Inc | 16,032 | $254.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 18,510 | $294.0K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 19,042 | $303.0K | 0.03% | +19,042 | New |
| Running Point Capital Advisors, LLC | 20,000 | $317.0K | 0.14% | +1,000+5.3% | 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 |
| Dynamic Advisor Solutions LLC | 20,666 | $328.0K | 0.03% | +70.0% | Added |
| First American Trust, FSB | 21,000 | $333.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $336.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 22,333 | $354.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 22,781 | $361.0K | 0.00% | +5,000+28.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,657 | $391.0K | 0.00% | +1,088+4.6% | Added |
| Stifel Financial Corp | 27,273 | $432.0K | 0.00% | −3,389−11.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 28,307 | $448.0K | 0.21% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 30,305 | $480.0K | 0.63% | +112+0.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 30,527 | $484.0K | 0.47% | +30,527 | New |
| Jane Street Group, LLC | 31,467 | $499.0K | 0.00% | +31,467 | New |
| Cambridge Investment Research Advisors, Inc. | 32,905 | $522.0K | 0.00% | +18,406+126.9% | Added |
| Wetherby Asset Management Inc | 33,735 | $535.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 34,026 | $544.0K | 0.28% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 34,422 | $546.0K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,571 | $547.0K | 0.00% | +1,481+4.5% | Added |
| Main Management LLC | 36,601 | $580.0K | 0.06% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 37,958 | $602.0K | 0.06% | +2,800+8.0% | Added |
| Bartlett & Co. LLC | 40,000 | $634.0K | 0.01% | +1,500+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 40,000 | $636.1K | 0.01% | +1,500+3.9% | Added |
| Hollencrest Capital Management | 41,830 | $663.0K | 0.06% | −3,132−7.0% | Reduced |
| Baird Financial Group, Inc. | 42,744 | $677.0K | 0.00% | +993+2.4% | Added |
| Evoke Wealth, LLC | 43,187 | $687.0K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 45,589 | $723.0K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $729.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Laurel Wealth Advisors, Inc. | 47,953 | $760.0K | 0.10% | +34+0.1% | Added |
| Gamble Jones Investment Counsel | 48,541 | $769.0K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 48,608 | $770.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 49,772 | $787.0K | 0.16% | −2,045−3.9% | Reduced |
| Kennicott Capital Management LLC | 50,521 | $801.0K | 0.60% | +13,368+36.0% | Added |
| Strategic Wealth Advisors Group, LLC | 52,380 | $830.0K | 0.04% | +6,520+14.2% | Added |
| Tarbox Family Office, Inc. | 55,418 | $878.0K | 0.16% | +55,418 | New |
| Commonwealth Equity Services, LLC | 57,156 | $905.0K | 0.00% | −4,108−6.7% | Reduced |
| Invesco Ltd. | 58,143 | $922.0K | 0.00% | −28,707−33.1% | Reduced |
| KWB Wealth | 64,502 | $958.0K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 60,538 | $960.0K | 0.06% | +6,424+11.9% | Added |
| Cooper Financial Group | 60,977 | $966.0K | 0.20% | +15,687+34.6% | Added |
| Ameriprise Financial Inc | 65,020 | $986.0K | 0.00% | −3,735−5.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,951 | $998.0K | 0.04% | +8,773+16.2% | Added |
| City of London Investment Management Co Ltd | 65,000 | $1.03M | 0.05% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 66,347 | $1.07M | 0.39% | −304−0.5% | Reduced |
| Ameritas Investment Company, LLC | 67,831 | $1.07M | 0.05% | +65,976+3,556.7% | Added |
| Hall Private Wealth Advisors | 70,690 | $1.12M | 0.73% | +70,690 | New |
| Apriem Advisors | 74,020 | $1.17M | 0.18% | −500−0.7% | Reduced |
| RB Capital Management, LLC | 76,577 | $1.21M | 0.47% | −1,231−1.6% | Reduced |
| Raymond James & Associates | 86,849 | $1.38M | 0.00% | −4,104−4.5% | Reduced |
| Van Hulzen Asset Management, LLC | 92,888 | $1.47M | 0.22% | +24,200+35.2% | Added |
| Cetera Investment Advisers | 100,842 | $1.60M | 0.03% | +3,405+3.5% | Added |
| LPL Financial LLC | 122,086 | $1.94M | 0.00% | +29,630+32.0% | Added |
| Camden Capital, LLC | 122,494 | $1.94M | 0.45% | −2,255−1.8% | Reduced |
| Wedbush Securities Inc | 123,249 | $1.95M | 0.09% | +52,815+75.0% | Added |
| Fiera Capital Corp | 142,412 | $2.26M | 0.01% | −19,632−12.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 148,714 | $2.36M | 0.13% | +34,715+30.5% | Added |
| Resources Investment Advisors, LLC. | 151,113 | $2.40M | 0.10% | +586+0.4% | Added |
| Allianz Asset Management GmbH | 154,979 | $2.46M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 156,276 | $2.48M | 0.04% | +12,985+9.1% | Added |
| Advisor Group Holdings, Inc. | 175,590 | $2.78M | 0.01% | +4,067+2.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 185,230 | $2.94M | 0.30% | +25,950+16.3% | Added |