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.
Q4 2021 vs. Q3 2021
How the institutions holding Nuveen California Quality Municipal Income Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 111 | 1 | 119 | +9 |
| Shares | 16.8M | 67.8K | 17.7M | +954.5K (+5.7%) |
| Value | $264.3M | $1.06M | $277.2M | +$14.0M (+5.3%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Regatta Capital Group, LLC | 525,114 | $8.21M | 2.87% |
| Forum Financial Management, LP | 112,071 | $1.75M | 0.09% |
| Ameritas Advisory Services, LLC | 69,403 | $1.08M | 0.04% |
| Independent Financial Group, LLC | 36,777 | $575.2K | 0.05% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,481 | $461.0K | 0.02% |
| MKT Advisors LLC | 23,060 | $343.0K | 0.27% |
| Jane Street Group, LLC | 17,687 | $277.0K | 0.00% |
| Millennium Management LLC | 17,506 | $274.0K | 0.00% |
| C2C Wealth Management, LLC | 16,522 | $258.0K | 0.04% |
| Envestnet Asset Management Inc | 15,572 | $244.0K | 0.00% |
| Western Wealth Management, LLC | 15,049 | $234.0K | 0.02% |
| Axxcess Wealth Management, LLC | 11,747 | $184.0K | 0.01% |
| Hoylecohen, LLC | 10,575 | $165.0K | 0.01% |
| Amussen Hunsaker Associates LLC | 10,422 | $161.0K | 0.04% |
| Ford Financial Group, LLC | 7,591 | $118.0K | 0.04% |
| Snowden Capital Advisors LLC | 6,578 | $102.0K | 0.01% |
| CWM, LLC | 5,236 | $82.0K | 0.00% |
| Segantii Capital Management Ltd | 2,475 | $39.0K | 0.00% |
| Assetmark, Inc | 1,112 | $17.0K | 0.00% |
| Umb Bank N A | 617 | $10.0K | 0.00% |
| The PNC Financial Services Group, Inc. | 400 | $6.00K | 0.00% |
Sold out (12)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Camden Capital, LLC | 122,494 | $1.92M |
| JPMorgan Chase & Co | 48,608 | $763.0K |
| Tarbox Family Office, Inc. | 41,418 | $650.0K |
| Tiedemann Advisors, LLC | 33,514 | $526.0K |
| Cambridge Investment Research Advisors, Inc. | 13,783 | $216.0K |
| Pasadena Private Wealth, LLC | 12,765 | $200.0K |
| Cetera Advisor Networks LLC | 11,668 | $183.0K |
| Dowling & Yahnke LLC | 11,588 | $182.0K |
| Westchester Capital Management, LLC | 3,139 | $49.0K |
| FNY Investment Advisers, LLC | 2,500 | $39.0K |
| Liberty Wealth Management LLC | 1,199 | $19.0K |
| Koshinski Asset Management, Inc. | 400 | $6.28K |
Not filed for Q4 2021 yet (1)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Ameritas Investment Company, LLC | 67,831 | $1.06M |