Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 111 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 heldQ3 2021: $264.3M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2021.

Institutions holding NAC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Koshinski Asset Management, Inc.400$6.28K0.00%+400New
DB Wealth Management Group, LLC477$7.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.776$12.0K0.00%+8+1.0%Added
Graves-Light Private Wealth Management, Inc.1,016$16.0K0.00%00.0%Unchanged
Liberty Wealth Management LLC1,199$19.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc1,500$24.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC1,900$30.0K0.00%+1,900New
Mine & Arao Wealth Creation & Management, LLC.2,000$31.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC2,440$37.0K0.03%00.0%Unchanged
FNY Investment Advisers, LLC2,500$39.0K0.02%−2,500−50.0%Reduced
Westchester Capital Management, LLC3,139$49.0K0.00%+3,139New
Rockbridge Investment Management, LCC3,404$53.0K0.01%00.0%Unchanged
Manchester Capital Management LLC6,000$94.0K0.01%00.0%Unchanged
Allworth Financial LP6,437$101.0K0.00%+37+0.6%Added
Steward Partners Investment Advisory, LLC8,050$126.0K0.00%00.0%Unchanged
Covington Capital Management9,194$144.0K0.01%+5,550+152.3%Added
Alpha Cubed Investments, LLC10,000$157.0K0.01%00.0%Unchanged
Riverview Trust Co10,612$167.0K0.18%00.0%Unchanged
Tortoise Investment Management, LLC10,750$169.0K0.03%−2,750−20.4%Reduced
Winfield Associates, Inc.10,800$169.0K0.06%00.0%Unchanged
Dowling & Yahnke LLC11,588$182.0K0.01%+11,588New
Cetera Advisor Networks LLC11,668$183.0K0.00%−133−1.1%Reduced
Pure Financial Advisors, Inc.11,801$185.0K0.01%−3,831−24.5%Reduced
Wealthcare Advisory Partners LLC12,134$190.0K0.01%00.0%Unchanged
Intersect Capital LLC12,453$195.0K0.03%00.0%Unchanged
Miracle Mile Advisors, LLC12,480$196.0K0.01%00.0%Unchanged
Gladstone Institutional Advisory LLC12,625$198.0K0.02%+12,625New
Pasadena Private Wealth, LLC12,765$200.0K0.07%+12,765New
Telos Capital Management, Inc.13,733$215.0K0.03%+13,733New
Cambridge Investment Research Advisors, Inc.13,783$216.0K0.00%−19,122−58.1%Reduced
Vista Investment Management13,782$216.0K0.13%00.0%Unchanged
Mechanics Bank Trust Department15,000$235.0K0.04%00.0%Unchanged
Grassi Investment Management15,000$235.0K0.03%00.0%Unchanged
Boston Private Wealth LLC16,089$252.0K0.00%+16,089New
Mercer Global Advisors Inc17,438$274.0K0.00%+1,406+8.8%Added
Pensionmark Financial Group, LLC18,510$291.0K0.07%00.0%Unchanged
Castle Rock Wealth Management, LLC19,425$306.0K0.10%−46,922−70.7%Reduced
Running Point Capital Advisors, LLC20,000$314.0K0.14%00.0%Unchanged
Sit Investment Associates Inc20,500$322.0K0.01%00.0%Unchanged
Choate Investment Advisors20,500$322.0K0.02%00.0%Unchanged
Dynamic Advisor Solutions LLC20,673$324.0K0.02%+70.0%Added
First American Trust, FSB21,000$329.0K0.05%00.0%Unchanged
Parallel Advisors, LLC21,224$333.0K0.01%00.0%Unchanged
US Bancorp22,781$357.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co23,493$369.0K0.00%+10,622+82.5%Added
Evergreen Capital Management LLC24,673$387.0K0.02%+2,340+10.5%Added
Stifel Financial Corp26,572$417.0K0.00%−701−2.6%Reduced
Kiley Juergens Wealth Management, LLC28,307$444.0K0.19%00.0%Unchanged
Oder Investment Management, LLC31,054$487.0K0.71%+749+2.5%Added
Wetherby Asset Management Inc31,363$492.0K0.03%−2,372−7.0%Reduced
Tiedemann Advisors, LLC33,514$526.0K0.03%+33,514New
TriaGen Wealth Management LLC34,026$534.0K0.29%00.0%Unchanged
B. Riley Wealth Management, Inc.34,422$540.0K0.04%00.0%Unchanged
HighTower Advisors, LLC34,571$543.0K0.00%00.0%Unchanged
Fiera Capital Corp35,485$557.0K0.00%−106,927−75.1%Reduced
Main Management LLC36,601$574.0K0.06%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.37,050$581.0K0.00%+12,393+50.3%Added
Private Wealth Partners, LLC37,958$596.0K0.06%00.0%Unchanged
Whittier Trust Co of Nevada Inc38,399$603.0K0.02%−24,552−39.0%Reduced
Bartlett & Co. LLC38,500$604.0K0.01%−1,500−3.8%Reduced
Bartlett & Co. Wealth Management LLC38,500$606.2K0.01%−1,500−3.8%Reduced
Nwam LLC38,684$607.0K0.06%+38,684New
Laurel Wealth Advisors, Inc.39,295$617.0K0.11%−8,658−18.1%Reduced
Tarbox Family Office, Inc.41,418$650.0K0.12%−14,000−25.3%Reduced
Hollencrest Capital Management41,830$656.0K0.06%00.0%Unchanged
Invesco Ltd.43,259$679.0K0.00%−14,884−25.6%Reduced
Baird Financial Group, Inc.44,650$701.0K0.00%+1,906+4.5%Added
Evoke Wealth, LLC45,200$711.0K0.03%+2,013+4.7%Added
Steel Peak Wealth Management LLC45,589$715.0K0.05%00.0%Unchanged
Everett Harris & Co46,000$722.0K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC47,733$749.0K0.00%00.0%Unchanged
Newfleet Asset Management, LLC47,733$749.0K2.16%00.0%Unchanged
Gamble Jones Investment Counsel48,541$762.0K0.05%00.0%Unchanged
JPMorgan Chase & Co48,608$763.0K0.00%00.0%Unchanged
Kennicott Capital Management LLC50,521$793.0K0.58%00.0%Unchanged
Hall Private Wealth Advisors56,676$889.0K0.57%−14,014−19.8%Reduced
Commonwealth Equity Services, LLC57,282$898.0K0.00%+126+0.2%Added
Strategic Wealth Advisors Group, LLC57,481$903.0K0.04%+5,101+9.7%Added
KWB Wealth64,536$1.01M0.18%+34+0.1%Added
City of London Investment Management Co Ltd65,000$1.02M0.06%00.0%Unchanged
Mutual Advisors, LLC66,797$1.05M0.06%+6,259+10.3%Added
Ameritas Investment Company, LLC67,831$1.06M0.05%00.0%Unchanged
Cooper Financial Group67,860$1.06M0.22%+6,883+11.3%Added
Apriem Advisors74,020$1.16M0.17%00.0%Unchanged
RB Capital Management, LLC77,201$1.21M0.46%+624+0.8%Added
Ameriprise Financial Inc77,848$1.22M0.00%+12,828+19.7%Added
Raymond James & Associates86,926$1.36M0.00%+77+0.1%Added
Van Hulzen Asset Management, LLC92,888$1.46M0.22%00.0%Unchanged
Cetera Investment Advisers99,470$1.56M0.02%−1,372−1.4%Reduced
Camden Capital, LLC122,494$1.92M0.39%00.0%Unchanged
Wedbush Securities Inc132,711$2.08M0.10%+9,462+7.7%Added
LPL Financial LLC148,781$2.33M0.00%+26,695+21.9%Added
Allianz Asset Management GmbH154,979$2.43M0.00%00.0%Unchanged
First Foundation Advisors158,808$2.49M0.09%−135,391−46.0%Reduced
Resources Investment Advisors, LLC.167,663$2.63M0.10%+16,550+11.0%Added
Advisors Asset Management, Inc.172,670$2.71M0.04%+16,394+10.5%Added
Advisor Group Holdings, Inc.205,641$3.23M0.01%+30,051+17.1%Added
Davidson Trust Co206,253$3.24M2.47%−972−0.5%Reduced
Hennion & Walsh Asset Management, Inc.224,487$3.52M0.19%+75,773+51.0%Added
Royal Bank of Canada234,671$3.68M0.00%+3,861+1.7%Added