Skip to main content

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.

Institutional holdersQ2 2021: 114 institutions
Q1 2021: 114 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 119 institutionsQ1 2022: 117 institutionsQ2 2022: 107 institutionsQ3 2022: 104 institutionsQ4 2022: 117 institutionsQ1 2023: 117 institutionsQ2 2023: 111 institutionsQ3 2023: 120 institutionsQ4 2023: 122 institutionsQ1 2024: 125 institutionsQ2 2024: 119 institutionsQ3 2024: 120 institutionsQ4 2024: 124 institutionsQ1 2025: 118 institutionsQ2 2025: 119 institutionsQ3 2025: 115 institutionsQ4 2025: 125 institutionsQ1 2026: 129 institutionsQ2 2026: 138 institutions
Value heldQ2 2021: $284.3M
Q1 2021: $260.1MQ2 2021: $284.3MQ3 2021: $264.3MQ4 2021: $277.2MQ1 2022: $245.8MQ2 2022: $236.0MQ3 2022: $212.2MQ4 2022: $248.7MQ1 2023: $299.0MQ2 2023: $344.2MQ3 2023: $328.0MQ4 2023: $422.9MQ1 2024: $425.9MQ2 2024: $420.4MQ3 2024: $339.0MQ4 2024: $287.3MQ1 2025: $251.1MQ2 2025: $225.0MQ3 2025: $223.0MQ4 2025: $266.0MQ1 2026: $280.8MQ2 2026: $315.4M
Institutions holding NAC and their total value by quarter
QuarterHoldersValue
Q2 2026138$315.4M
Q1 2026129$280.8M
Q4 2025125$266.0M
Q3 2025115$223.0M
Q2 2025119$225.0M
Q1 2025118$251.1M
Q4 2024124$287.3M
Q3 2024120$339.0M
Q2 2024119$420.4M
Q1 2024125$425.9M
Q4 2023122$422.9M
Q3 2023120$328.0M
Q2 2023111$344.2M
Q1 2023117$299.0M
Q4 2022117$248.7M
Q3 2022104$212.2M
Q2 2022107$236.0M
Q1 2022117$245.8M
Q4 2021119$277.2M
Q3 2021111$264.3M
Q2 2021114$284.3M
Q1 2021114$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.

Institutions holding NAC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC3$00.00%+3New
Panagora Asset Management Inc53$1.00K0.00%−60−53.1%Reduced
DB Wealth Management Group, LLC477$8.00K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.768$12.0K0.00%+8+1.1%Added
Graves-Light Private Wealth Management, Inc.1,016$16.0K0.00%00.0%Unchanged
Liberty Wealth Management LLC1,199$19.0K0.01%+1,199New
NEXT Financial Group, Inc1,500$24.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.2,000$32.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC2,440$39.0K0.03%00.0%Unchanged
Rockbridge Investment Management, LCC3,404$54.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC3,500$55.0K0.01%+3,500New
Covington Capital Management3,644$58.0K0.00%−1,642−31.1%Reduced
CWM, LLC4,169$66.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC5,000$79.0K0.03%−4,453−47.1%Reduced
Citigroup Inc5,100$81.0K0.00%+22+0.4%Added
Manchester Capital Management LLC6,000$95.0K0.01%00.0%Unchanged
Allworth Financial LP6,400$101.0K0.00%+3,607+129.1%Added
Ford Financial Group, LLC7,591$120.0K0.04%+7,591New
Steward Partners Investment Advisory, LLC8,050$128.0K0.00%+1,400+21.1%Added
Alpha Cubed Investments, LLC10,000$159.0K0.01%00.0%Unchanged
Riverview Trust Co10,612$168.0K0.18%00.0%Unchanged
Winfield Associates, Inc.10,800$171.0K0.06%00.0%Unchanged
Ieq Capital, LLC11,711$186.0K0.01%−4,920−29.6%Reduced
Cetera Advisor Networks LLC11,801$187.0K0.00%+11,801New
Wealthcare Advisory Partners LLC12,134$192.0K0.01%00.0%Unchanged
Intersect Capital LLC12,453$197.0K0.03%00.0%Unchanged
Miracle Mile Advisors, LLC12,480$198.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co12,871$204.0K0.00%−287−2.2%Reduced
Tortoise Investment Management, LLC13,500$214.0K0.04%−2,500−15.6%Reduced
Vista Investment Management13,782$218.0K0.13%00.0%Unchanged
Mechanics Bank Trust Department15,000$238.0K0.04%00.0%Unchanged
Grassi Investment Management15,000$238.0K0.03%00.0%Unchanged
United Capital Financial Advisers, LLC15,075$239.0K0.00%−3,500−18.8%Reduced
Pure Financial Advisors, Inc.15,632$248.0K0.02%+4,141+36.0%Added
Mercer Global Advisors Inc16,032$254.0K0.00%00.0%Unchanged
Pensionmark Financial Group, LLC18,510$294.0K0.07%00.0%Unchanged
Western Wealth Management, LLC19,042$303.0K0.03%+19,042New
Running Point Capital Advisors, LLC20,000$317.0K0.14%+1,000+5.3%Added
Sit Investment Associates Inc20,500$325.0K0.01%00.0%Unchanged
Choate Investment Advisors20,500$325.0K0.02%00.0%Unchanged
Dynamic Advisor Solutions LLC20,666$328.0K0.03%+70.0%Added
First American Trust, FSB21,000$333.0K0.05%00.0%Unchanged
Parallel Advisors, LLC21,224$336.0K0.01%00.0%Unchanged
Evergreen Capital Management LLC22,333$354.0K0.02%00.0%Unchanged
US Bancorp22,781$361.0K0.00%+5,000+28.1%Added
Raymond James Financial Services Advisors, Inc.24,657$391.0K0.00%+1,088+4.6%Added
Stifel Financial Corp27,273$432.0K0.00%−3,389−11.1%Reduced
Kiley Juergens Wealth Management, LLC28,307$448.0K0.21%00.0%Unchanged
Oder Investment Management, LLC30,305$480.0K0.63%+112+0.4%Added
Spectrum Wealth Advisory Group, LLC30,527$484.0K0.47%+30,527New
Jane Street Group, LLC31,467$499.0K0.00%+31,467New
Cambridge Investment Research Advisors, Inc.32,905$522.0K0.00%+18,406+126.9%Added
Wetherby Asset Management Inc33,735$535.0K0.03%00.0%Unchanged
TriaGen Wealth Management LLC34,026$544.0K0.28%00.0%Unchanged
B. Riley Wealth Management, Inc.34,422$546.0K0.06%00.0%Unchanged
HighTower Advisors, LLC34,571$547.0K0.00%+1,481+4.5%Added
Main Management LLC36,601$580.0K0.06%00.0%Unchanged
Private Wealth Partners, LLC37,958$602.0K0.06%+2,800+8.0%Added
Bartlett & Co. LLC40,000$634.0K0.01%+1,500+3.9%Added
Bartlett & Co. Wealth Management LLC40,000$636.1K0.01%+1,500+3.9%Added
Hollencrest Capital Management41,830$663.0K0.06%−3,132−7.0%Reduced
Baird Financial Group, Inc.42,744$677.0K0.00%+993+2.4%Added
Evoke Wealth, LLC43,187$687.0K0.03%00.0%Unchanged
Steel Peak Wealth Management LLC45,589$723.0K0.05%00.0%Unchanged
Everett Harris & Co46,000$729.0K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC47,733$757.0K0.00%00.0%Unchanged
Newfleet Asset Management, LLC47,733$757.0K1.19%00.0%Unchanged
Laurel Wealth Advisors, Inc.47,953$760.0K0.10%+34+0.1%Added
Gamble Jones Investment Counsel48,541$769.0K0.05%00.0%Unchanged
JPMorgan Chase & Co48,608$770.0K0.00%00.0%Unchanged
Vivaldi Capital Management, LLC49,772$787.0K0.16%−2,045−3.9%Reduced
Kennicott Capital Management LLC50,521$801.0K0.60%+13,368+36.0%Added
Strategic Wealth Advisors Group, LLC52,380$830.0K0.04%+6,520+14.2%Added
Tarbox Family Office, Inc.55,418$878.0K0.16%+55,418New
Commonwealth Equity Services, LLC57,156$905.0K0.00%−4,108−6.7%Reduced
Invesco Ltd.58,143$922.0K0.00%−28,707−33.1%Reduced
KWB Wealth64,502$958.0K0.18%00.0%Unchanged
Mutual Advisors, LLC60,538$960.0K0.06%+6,424+11.9%Added
Cooper Financial Group60,977$966.0K0.20%+15,687+34.6%Added
Ameriprise Financial Inc65,020$986.0K0.00%−3,735−5.4%Reduced
Whittier Trust Co of Nevada Inc62,951$998.0K0.04%+8,773+16.2%Added
City of London Investment Management Co Ltd65,000$1.03M0.05%00.0%Unchanged
Castle Rock Wealth Management, LLC66,347$1.07M0.39%−304−0.5%Reduced
Ameritas Investment Company, LLC67,831$1.07M0.05%+65,976+3,556.7%Added
Hall Private Wealth Advisors70,690$1.12M0.73%+70,690New
Apriem Advisors74,020$1.17M0.18%−500−0.7%Reduced
RB Capital Management, LLC76,577$1.21M0.47%−1,231−1.6%Reduced
Raymond James & Associates86,849$1.38M0.00%−4,104−4.5%Reduced
Van Hulzen Asset Management, LLC92,888$1.47M0.22%+24,200+35.2%Added
Cetera Investment Advisers100,842$1.60M0.03%+3,405+3.5%Added
LPL Financial LLC122,086$1.94M0.00%+29,630+32.0%Added
Camden Capital, LLC122,494$1.94M0.45%−2,255−1.8%Reduced
Wedbush Securities Inc123,249$1.95M0.09%+52,815+75.0%Added
Fiera Capital Corp142,412$2.26M0.01%−19,632−12.1%Reduced
Hennion & Walsh Asset Management, Inc.148,714$2.36M0.13%+34,715+30.5%Added
Resources Investment Advisors, LLC.151,113$2.40M0.10%+586+0.4%Added
Allianz Asset Management GmbH154,979$2.46M0.00%00.0%Unchanged
Advisors Asset Management, Inc.156,276$2.48M0.04%+12,985+9.1%Added
Advisor Group Holdings, Inc.175,590$2.78M0.01%+4,067+2.4%Added
Gerber Kawasaki Wealth & Investment Management185,230$2.94M0.30%+25,950+16.3%Added