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, Q3 2021
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 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
- 111
- 0 vs. Q2 2021
- Shares held
- 16.8M
- −861.3K (−4.9%) vs. Q2 2021
- Total value
- $264.3M
- −$16.3M (−5.8%) vs. Q2 2021
- New holders
- 10
- 33 more added
- Sold out
- 10
- 22 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,628,509 | $41.2M | 0.02% | +51,971+2.0% | Added |
| Morgan Stanley | 2,591,234 | $40.7M | 0.01% | +19,848+0.8% | Added |
| Guggenheim Capital LLC | 1,968,068 | $30.9M | 0.19% | +41,825+2.2% | Added |
| Rivernorth Capital Management, LLC | 1,550,523 | $24.3M | 1.29% | −545,653−26.0% | Reduced |
| Wells Fargo & Company | 1,185,842 | $18.6M | 0.00% | +50,167+4.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 679,750 | $10.7M | 3.95% | +15,898+2.4% | Added |
| Whittier Trust Co | 546,581 | $8.58M | 0.16% | −162,385−22.9% | Reduced |
| Rockefeller Capital Management L.P. | 436,200 | $6.84M | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 406,625 | $6.38M | 0.07% | +16,364+4.2% | Added |
| Bank of America Corp | 236,093 | $3.71M | 0.00% | +529+0.2% | Added |
| Royal Bank of Canada | 234,671 | $3.68M | 0.00% | +3,861+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 224,487 | $3.52M | 0.19% | +75,773+51.0% | Added |
| Davidson Trust Co | 206,253 | $3.24M | 2.47% | −972−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 205,641 | $3.23M | 0.01% | +30,051+17.1% | Added |
| Advisors Asset Management, Inc. | 172,670 | $2.71M | 0.04% | +16,394+10.5% | Added |
| Resources Investment Advisors, LLC. | 167,663 | $2.63M | 0.10% | +16,550+11.0% | Added |
| First Foundation Advisors | 158,808 | $2.49M | 0.09% | −135,391−46.0% | Reduced |
| Allianz Asset Management GmbH | 154,979 | $2.43M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 148,781 | $2.33M | 0.00% | +26,695+21.9% | Added |
| Wedbush Securities Inc | 132,711 | $2.08M | 0.10% | +9,462+7.7% | Added |
| Camden Capital, LLC | 122,494 | $1.92M | 0.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 99,470 | $1.56M | 0.02% | −1,372−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 92,888 | $1.46M | 0.22% | 00.0% | Unchanged |
| Raymond James & Associates | 86,926 | $1.36M | 0.00% | +77+0.1% | Added |
| Ameriprise Financial Inc | 77,848 | $1.22M | 0.00% | +12,828+19.7% | Added |
| RB Capital Management, LLC | 77,201 | $1.21M | 0.46% | +624+0.8% | Added |
| Apriem Advisors | 74,020 | $1.16M | 0.17% | 00.0% | Unchanged |
| Cooper Financial Group | 67,860 | $1.06M | 0.22% | +6,883+11.3% | Added |
| Ameritas Investment Company, LLC | 67,831 | $1.06M | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 66,797 | $1.05M | 0.06% | +6,259+10.3% | Added |
| City of London Investment Management Co Ltd | 65,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| KWB Wealth | 64,536 | $1.01M | 0.18% | +34+0.1% | Added |
| Strategic Wealth Advisors Group, LLC | 57,481 | $903.0K | 0.04% | +5,101+9.7% | Added |
| Commonwealth Equity Services, LLC | 57,282 | $898.0K | 0.00% | +126+0.2% | Added |
| Hall Private Wealth Advisors | 56,676 | $889.0K | 0.57% | −14,014−19.8% | Reduced |
| Kennicott Capital Management LLC | 50,521 | $793.0K | 0.58% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 48,608 | $763.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 48,541 | $762.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $749.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 47,733 | $749.0K | 2.16% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $722.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 45,589 | $715.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 45,200 | $711.0K | 0.03% | +2,013+4.7% | Added |
| Baird Financial Group, Inc. | 44,650 | $701.0K | 0.00% | +1,906+4.5% | Added |
| Invesco Ltd. | 43,259 | $679.0K | 0.00% | −14,884−25.6% | Reduced |
| Hollencrest Capital Management | 41,830 | $656.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 41,418 | $650.0K | 0.12% | −14,000−25.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 39,295 | $617.0K | 0.11% | −8,658−18.1% | Reduced |
| Nwam LLC | 38,684 | $607.0K | 0.06% | +38,684 | New |
| Bartlett & Co. Wealth Management LLC | 38,500 | $606.2K | 0.01% | −1,500−3.8% | Reduced |
| Bartlett & Co. LLC | 38,500 | $604.0K | 0.01% | −1,500−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,399 | $603.0K | 0.02% | −24,552−39.0% | Reduced |
| Private Wealth Partners, LLC | 37,958 | $596.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 37,050 | $581.0K | 0.00% | +12,393+50.3% | Added |
| Main Management LLC | 36,601 | $574.0K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 35,485 | $557.0K | 0.00% | −106,927−75.1% | Reduced |
| HighTower Advisors, LLC | 34,571 | $543.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 34,422 | $540.0K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 34,026 | $534.0K | 0.29% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 33,514 | $526.0K | 0.03% | +33,514 | New |
| Wetherby Asset Management Inc | 31,363 | $492.0K | 0.03% | −2,372−7.0% | Reduced |
| Oder Investment Management, LLC | 31,054 | $487.0K | 0.71% | +749+2.5% | Added |
| Kiley Juergens Wealth Management, LLC | 28,307 | $444.0K | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,572 | $417.0K | 0.00% | −701−2.6% | Reduced |
| Evergreen Capital Management LLC | 24,673 | $387.0K | 0.02% | +2,340+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 23,493 | $369.0K | 0.00% | +10,622+82.5% | Added |
| US Bancorp | 22,781 | $357.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $333.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $329.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,673 | $324.0K | 0.02% | +70.0% | Added |
| Sit Investment Associates Inc | 20,500 | $322.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $322.0K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $314.0K | 0.14% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 19,425 | $306.0K | 0.10% | −46,922−70.7% | Reduced |
| Pensionmark Financial Group, LLC | 18,510 | $291.0K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,438 | $274.0K | 0.00% | +1,406+8.8% | Added |
| Boston Private Wealth LLC | 16,089 | $252.0K | 0.00% | +16,089 | New |
| Mechanics Bank Trust Department | 15,000 | $235.0K | 0.04% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $235.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,783 | $216.0K | 0.00% | −19,122−58.1% | Reduced |
| Vista Investment Management | 13,782 | $216.0K | 0.13% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 13,733 | $215.0K | 0.03% | +13,733 | New |
| Pasadena Private Wealth, LLC | 12,765 | $200.0K | 0.07% | +12,765 | New |
| Gladstone Institutional Advisory LLC | 12,625 | $198.0K | 0.02% | +12,625 | New |
| Miracle Mile Advisors, LLC | 12,480 | $196.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 12,453 | $195.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,134 | $190.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 11,801 | $185.0K | 0.01% | −3,831−24.5% | Reduced |
| Cetera Advisor Networks LLC | 11,668 | $183.0K | 0.00% | −133−1.1% | Reduced |
| Dowling & Yahnke LLC | 11,588 | $182.0K | 0.01% | +11,588 | New |
| Tortoise Investment Management, LLC | 10,750 | $169.0K | 0.03% | −2,750−20.4% | Reduced |
| Winfield Associates, Inc. | 10,800 | $169.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $167.0K | 0.18% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,000 | $157.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 9,194 | $144.0K | 0.01% | +5,550+152.3% | Added |
| Steward Partners Investment Advisory, LLC | 8,050 | $126.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,437 | $101.0K | 0.00% | +37+0.6% | Added |
| Manchester Capital Management LLC | 6,000 | $94.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,404 | $53.0K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 3,139 | $49.0K | 0.00% | +3,139 | New |