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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
The PNC Financial Services Group, Inc.400$6.00K0.00%+400New
DB Wealth Management Group, LLC477$7.00K0.00%00.0%Unchanged
Umb Bank N A617$10.0K0.00%+617New
SOA Wealth Advisors, LLC.784$12.0K0.00%+8+1.0%Added
Graves-Light Private Wealth Management, Inc.1,016$16.0K0.00%00.0%Unchanged
Assetmark, Inc1,112$17.0K0.00%+1,112New
NEXT Financial Group, Inc1,583$25.0K0.00%+83+5.5%Added
Sargent Bickham Lagudis LLC1,900$30.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.2,000$31.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC2,440$38.0K0.03%00.0%Unchanged
Segantii Capital Management Ltd2,475$39.0K0.00%+2,475New
Rockbridge Investment Management, LCC3,404$53.0K0.01%00.0%Unchanged
CWM, LLC5,236$82.0K0.00%+5,236New
Manchester Capital Management LLC6,000$94.0K0.01%00.0%Unchanged
Allworth Financial LP6,488$101.0K0.00%+51+0.8%Added
Snowden Capital Advisors LLC6,578$102.0K0.01%+6,578New
Ford Financial Group, LLC7,591$118.0K0.04%+7,591New
Main Management LLC8,000$125.0K0.01%−28,601−78.1%Reduced
Steward Partners Investment Advisory, LLC8,050$126.0K0.00%00.0%Unchanged
Covington Capital Management9,194$144.0K0.00%00.0%Unchanged
Alpha Cubed Investments, LLC10,000$156.0K0.01%00.0%Unchanged
Amussen Hunsaker Associates LLC10,422$161.0K0.04%+10,422New
Hoylecohen, LLC10,575$165.0K0.01%+10,575New
Riverview Trust Co10,612$166.0K0.10%00.0%Unchanged
Tortoise Investment Management, LLC10,750$168.0K0.03%00.0%Unchanged
Winfield Associates, Inc.10,800$169.0K0.06%00.0%Unchanged
Axxcess Wealth Management, LLC11,747$184.0K0.01%+11,747New
Pure Financial Advisors, Inc.11,801$185.0K0.01%00.0%Unchanged
Gladstone Institutional Advisory LLC12,115$189.0K0.01%−510−4.0%Reduced
Wealthcare Advisory Partners LLC12,134$190.0K0.01%00.0%Unchanged
Miracle Mile Advisors, LLC12,480$195.0K0.01%00.0%Unchanged
Intersect Capital LLC12,453$195.0K0.04%00.0%Unchanged
Vista Investment Management13,782$216.0K0.12%00.0%Unchanged
Telos Capital Management, Inc.14,733$230.0K0.03%+1,000+7.3%Added
Western Wealth Management, LLC15,049$234.0K0.02%+15,049New
Mechanics Bank Trust Department15,000$235.0K0.03%00.0%Unchanged
Grassi Investment Management15,000$235.0K0.02%00.0%Unchanged
Envestnet Asset Management Inc15,572$244.0K0.00%+15,572New
Boston Private Wealth LLC16,089$252.0K0.00%00.0%Unchanged
Pensionmark Financial Group, LLC18,510$257.0K0.05%00.0%Unchanged
C2C Wealth Management, LLC16,522$258.0K0.04%+16,522New
Millennium Management LLC17,506$274.0K0.00%+17,506New
Jane Street Group, LLC17,687$277.0K0.00%+17,687New
Invesco Ltd.18,226$285.0K0.00%−25,033−57.9%Reduced
Nwam LLC19,342$303.0K0.02%−19,342−50.0%Reduced
Running Point Capital Advisors, LLC20,000$313.0K0.19%00.0%Unchanged
Sit Investment Associates Inc20,500$321.0K0.01%00.0%Unchanged
Choate Investment Advisors20,500$321.0K0.02%00.0%Unchanged
Dynamic Advisor Solutions LLC20,680$323.0K0.02%+70.0%Added
First American Trust, FSB21,000$328.0K0.04%00.0%Unchanged
Parallel Advisors, LLC21,224$332.0K0.01%00.0%Unchanged
MKT Advisors LLC23,060$343.0K0.27%+23,060New
Evergreen Capital Management LLC22,333$349.0K0.01%−2,340−9.5%Reduced
US Bancorp22,781$356.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co22,939$359.0K0.00%−554−2.4%Reduced
Strategic Wealth Advisors Group, LLC27,240$426.0K0.02%−30,241−52.6%Reduced
Mercer Global Advisors Inc27,283$427.0K0.00%+9,845+56.5%Added
Kiley Juergens Wealth Management, LLC28,307$443.0K0.17%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management29,481$461.0K0.02%+29,481New
Whittier Trust Co of Nevada Inc29,846$467.0K0.02%−8,553−22.3%Reduced
Oder Investment Management, LLC31,166$487.0K0.69%+112+0.4%Added
Private Wealth Partners, LLC31,398$491.0K0.04%−6,560−17.3%Reduced
Wetherby Asset Management Inc33,686$527.0K0.03%+2,323+7.4%Added
HighTower Advisors, LLC33,767$529.0K0.00%−804−2.3%Reduced
TriaGen Wealth Management LLC34,026$532.0K0.26%00.0%Unchanged
B. Riley Wealth Management, Inc.34,422$538.0K0.04%00.0%Unchanged
Independent Financial Group, LLC36,777$575.2K0.05%+36,777New
Raymond James Financial Services Advisors, Inc.40,138$628.0K0.00%+3,088+8.3%Added
Baird Financial Group, Inc.40,271$630.0K0.00%−4,379−9.8%Reduced
Hollencrest Capital Management40,695$636.0K0.05%−1,135−2.7%Reduced
Bartlett & Co. LLC44,000$688.0K0.01%+5,500+14.3%Added
Bartlett & Co. Wealth Management LLC44,000$688.2K0.01%+5,500+14.3%Added
Stifel Financial Corp45,372$710.0K0.00%+18,800+70.8%Added
Steel Peak Wealth Management LLC45,589$713.0K0.04%00.0%Unchanged
Everett Harris & Co46,000$719.0K0.01%00.0%Unchanged
Laurel Wealth Advisors, Inc.46,897$733.0K0.06%+7,602+19.3%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
Castle Rock Wealth Management, LLC51,354$751.0K0.31%+31,929+164.4%Added
Gamble Jones Investment Counsel48,541$759.0K0.04%00.0%Unchanged
Kennicott Capital Management LLC50,521$790.0K0.48%00.0%Unchanged
Commonwealth Equity Services, LLC53,242$832.0K0.00%−4,040−7.1%Reduced
Hall Private Wealth Advisors56,676$886.0K0.55%00.0%Unchanged
KWB Wealth64,678$1.01M0.17%+142+0.2%Added
City of London Investment Management Co Ltd65,000$1.02M0.06%00.0%Unchanged
First Foundation Advisors67,621$1.06M0.04%−91,187−57.4%Reduced
Cooper Financial Group69,175$1.08M0.41%+1,315+1.9%Added
Ameritas Advisory Services, LLC69,403$1.08M0.04%+69,403New
Mutual Advisors, LLC70,316$1.10M0.06%+3,519+5.3%Added
Apriem Advisors70,520$1.10M0.16%−3,500−4.7%Reduced
Ameriprise Financial Inc76,637$1.20M0.00%−1,211−1.6%Reduced
RB Capital Management, LLC77,426$1.21M0.38%+225+0.3%Added
Van Hulzen Asset Management, LLC94,543$1.48M0.16%+1,655+1.8%Added
Cetera Investment Advisers99,470$1.56M0.02%00.0%Unchanged
Raymond James & Associates101,342$1.58M0.00%+14,416+16.6%Added
Forum Financial Management, LP112,071$1.75M0.09%+112,071New
Fiera Capital Corp131,773$2.06M0.00%+96,288+271.3%Added
Wedbush Securities Inc135,039$2.11M0.09%+2,328+1.8%Added
LPL Financial LLC152,246$2.38M0.00%+3,465+2.3%Added