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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, Q4 2021

Institutional positions in Nuveen California Quality Municipal Income Fund as of Dec 31, 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
119
+9 vs. Q3 2021
Shares held
17.7M
+954.5K (+5.7%) vs. Q3 2021
Total value
$277.2M
+$14.0M (+5.3%) vs. Q3 2021
New holders
21
36 more added
Sold out
12
20 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 119 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 heldQ4 2021: $277.2M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2021.

Institutions holding NAC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,749,932$43.0M0.01%+158,698+6.1%Added
UBS Group AG2,522,327$39.4M0.02%−106,182−4.0%Reduced
Guggenheim Capital LLC1,975,061$30.9M0.16%+6,993+0.4%Added
Rivernorth Capital Management, LLC1,570,656$24.6M0.99%+20,133+1.3%Added
Wells Fargo & Company1,269,806$19.9M0.01%+83,964+7.1%Added
Pacific Wealth Strategies Group, Inc.724,237$11.3M3.94%+44,487+6.5%Added
Whittier Trust Co559,320$8.75M0.14%+12,739+2.3%Added
Regatta Capital Group, LLC525,114$8.21M2.87%+525,114New
Rockefeller Capital Management L.P.436,200$6.82M0.03%00.0%Unchanged
D.A. Davidson & Co.424,571$6.64M0.07%+17,946+4.4%Added
Hennion & Walsh Asset Management, Inc.241,032$3.77M0.19%+16,545+7.4%Added
Advisor Group Holdings, Inc.207,435$3.24M0.01%+1,794+0.9%Added
Royal Bank of Canada198,449$3.10M0.00%−36,222−15.4%Reduced
Bank of America Corp194,089$3.04M0.00%−42,004−17.8%Reduced
Gerber Kawasaki Wealth & Investment Management183,935$2.88M0.23%+183,865+262,664.3%Added
Advisors Asset Management, Inc.178,531$2.79M0.04%+5,861+3.4%Added
Davidson Trust Co175,262$2.74M1.88%−30,991−15.0%Reduced
Resources Investment Advisors, LLC.168,845$2.64M0.10%+1,182+0.7%Added
Allianz Asset Management GmbH154,979$2.42M0.00%00.0%Unchanged
LPL Financial LLC152,246$2.38M0.00%+3,465+2.3%Added
Wedbush Securities Inc135,039$2.11M0.09%+2,328+1.8%Added
Fiera Capital Corp131,773$2.06M0.00%+96,288+271.3%Added
Forum Financial Management, LP112,071$1.75M0.09%+112,071New
Raymond James & Associates101,342$1.58M0.00%+14,416+16.6%Added
Cetera Investment Advisers99,470$1.56M0.02%00.0%Unchanged
Van Hulzen Asset Management, LLC94,543$1.48M0.16%+1,655+1.8%Added
RB Capital Management, LLC77,426$1.21M0.38%+225+0.3%Added
Ameriprise Financial Inc76,637$1.20M0.00%−1,211−1.6%Reduced
Apriem Advisors70,520$1.10M0.16%−3,500−4.7%Reduced
Mutual Advisors, LLC70,316$1.10M0.06%+3,519+5.3%Added
Ameritas Advisory Services, LLC69,403$1.08M0.04%+69,403New
Cooper Financial Group69,175$1.08M0.41%+1,315+1.9%Added
First Foundation Advisors67,621$1.06M0.04%−91,187−57.4%Reduced
City of London Investment Management Co Ltd65,000$1.02M0.06%00.0%Unchanged
KWB Wealth64,678$1.01M0.17%+142+0.2%Added
Hall Private Wealth Advisors56,676$886.0K0.55%00.0%Unchanged
Commonwealth Equity Services, LLC53,242$832.0K0.00%−4,040−7.1%Reduced
Kennicott Capital Management LLC50,521$790.0K0.48%00.0%Unchanged
Gamble Jones Investment Counsel48,541$759.0K0.04%00.0%Unchanged
Castle Rock Wealth Management, LLC51,354$751.0K0.31%+31,929+164.4%Added
Kayne Anderson Rudnick Investment Management LLC47,733$747.0K0.00%00.0%Unchanged
Newfleet Asset Management, LLC47,733$747.0K2.32%00.0%Unchanged
Evoke Wealth, LLC47,769$747.0K0.02%+2,569+5.7%Added
Laurel Wealth Advisors, Inc.46,897$733.0K0.06%+7,602+19.3%Added
Everett Harris & Co46,000$719.0K0.01%00.0%Unchanged
Steel Peak Wealth Management LLC45,589$713.0K0.04%00.0%Unchanged
Stifel Financial Corp45,372$710.0K0.00%+18,800+70.8%Added
Bartlett & Co. Wealth Management LLC44,000$688.2K0.01%+5,500+14.3%Added
Bartlett & Co. LLC44,000$688.0K0.01%+5,500+14.3%Added
Hollencrest Capital Management40,695$636.0K0.05%−1,135−2.7%Reduced
Baird Financial Group, Inc.40,271$630.0K0.00%−4,379−9.8%Reduced
Raymond James Financial Services Advisors, Inc.40,138$628.0K0.00%+3,088+8.3%Added
Independent Financial Group, LLC36,777$575.2K0.05%+36,777New
B. Riley Wealth Management, Inc.34,422$538.0K0.04%00.0%Unchanged
TriaGen Wealth Management LLC34,026$532.0K0.26%00.0%Unchanged
HighTower Advisors, LLC33,767$529.0K0.00%−804−2.3%Reduced
Wetherby Asset Management Inc33,686$527.0K0.03%+2,323+7.4%Added
Private Wealth Partners, LLC31,398$491.0K0.04%−6,560−17.3%Reduced
Oder Investment Management, LLC31,166$487.0K0.69%+112+0.4%Added
Whittier Trust Co of Nevada Inc29,846$467.0K0.02%−8,553−22.3%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management29,481$461.0K0.02%+29,481New
Kiley Juergens Wealth Management, LLC28,307$443.0K0.17%00.0%Unchanged
Mercer Global Advisors Inc27,283$427.0K0.00%+9,845+56.5%Added
Strategic Wealth Advisors Group, LLC27,240$426.0K0.02%−30,241−52.6%Reduced
Northwestern Mutual Wealth Management Co22,939$359.0K0.00%−554−2.4%Reduced
US Bancorp22,781$356.0K0.00%00.0%Unchanged
Evergreen Capital Management LLC22,333$349.0K0.01%−2,340−9.5%Reduced
MKT Advisors LLC23,060$343.0K0.27%+23,060New
Parallel Advisors, LLC21,224$332.0K0.01%00.0%Unchanged
First American Trust, FSB21,000$328.0K0.04%00.0%Unchanged
Dynamic Advisor Solutions LLC20,680$323.0K0.02%+70.0%Added
Sit Investment Associates Inc20,500$321.0K0.01%00.0%Unchanged
Choate Investment Advisors20,500$321.0K0.02%00.0%Unchanged
Running Point Capital Advisors, LLC20,000$313.0K0.19%00.0%Unchanged
Nwam LLC19,342$303.0K0.02%−19,342−50.0%Reduced
Invesco Ltd.18,226$285.0K0.00%−25,033−57.9%Reduced
Jane Street Group, LLC17,687$277.0K0.00%+17,687New
Millennium Management LLC17,506$274.0K0.00%+17,506New
C2C Wealth Management, LLC16,522$258.0K0.04%+16,522New
Pensionmark Financial Group, LLC18,510$257.0K0.05%00.0%Unchanged
Boston Private Wealth LLC16,089$252.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc15,572$244.0K0.00%+15,572New
Mechanics Bank Trust Department15,000$235.0K0.03%00.0%Unchanged
Grassi Investment Management15,000$235.0K0.02%00.0%Unchanged
Western Wealth Management, LLC15,049$234.0K0.02%+15,049New
Telos Capital Management, Inc.14,733$230.0K0.03%+1,000+7.3%Added
Vista Investment Management13,782$216.0K0.12%00.0%Unchanged
Miracle Mile Advisors, LLC12,480$195.0K0.01%00.0%Unchanged
Intersect Capital LLC12,453$195.0K0.04%00.0%Unchanged
Wealthcare Advisory Partners LLC12,134$190.0K0.01%00.0%Unchanged
Gladstone Institutional Advisory LLC12,115$189.0K0.01%−510−4.0%Reduced
Pure Financial Advisors, Inc.11,801$185.0K0.01%00.0%Unchanged
Axxcess Wealth Management, LLC11,747$184.0K0.01%+11,747New
Winfield Associates, Inc.10,800$169.0K0.06%00.0%Unchanged
Tortoise Investment Management, LLC10,750$168.0K0.03%00.0%Unchanged
Riverview Trust Co10,612$166.0K0.10%00.0%Unchanged
Hoylecohen, LLC10,575$165.0K0.01%+10,575New
Amussen Hunsaker Associates LLC10,422$161.0K0.04%+10,422New
Alpha Cubed Investments, LLC10,000$156.0K0.01%00.0%Unchanged
Covington Capital Management9,194$144.0K0.00%00.0%Unchanged