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, Q1 2022
Institutional positions in Nuveen California Quality Municipal Income Fund as of Mar 31, 2022. 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
- 117
- −1 vs. Q4 2021
- Shares held
- 18.7M
- +1.01M (+5.7%) vs. Q4 2021
- Total value
- $245.8M
- −$31.3M (−11.3%) vs. Q4 2021
- New holders
- 20
- 39 more added
- Sold out
- 21
- 30 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,776,010 | $36.4M | 0.00% | +26,078+0.9% | Added |
| Guggenheim Capital LLC | 2,315,514 | $30.4M | 0.18% | +340,453+17.2% | Added |
| UBS Group AG | 2,268,158 | $29.8M | 0.01% | −254,169−10.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,835,871 | $24.1M | 0.91% | +265,215+16.9% | Added |
| Wells Fargo & Company | 1,189,543 | $15.6M | 0.00% | −80,263−6.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 782,468 | $10.3M | 4.30% | +58,231+8.0% | Added |
| Whittier Trust Co | 584,937 | $7.67M | 0.13% | +25,617+4.6% | Added |
| Regatta Capital Group, LLC | 544,800 | $7.15M | 2.47% | +19,686+3.7% | Added |
| D.A. Davidson & Co. | 453,912 | $5.96M | 0.06% | +29,341+6.9% | Added |
| Rockefeller Capital Management L.P. | 442,500 | $5.80M | 0.03% | +6,300+1.4% | Added |
| Allianz Asset Management GmbH | 401,979 | $5.27M | 0.00% | +247,000+159.4% | Added |
| Fiera Capital Corp | 375,723 | $4.93M | 0.01% | +243,950+185.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 295,746 | $3.88M | 0.21% | +54,714+22.7% | Added |
| Royal Bank of Canada | 248,586 | $3.26M | 0.00% | +50,137+25.3% | Added |
| Advisor Group Holdings, Inc. | 220,215 | $2.89M | 0.01% | +12,780+6.2% | Added |
| Bank of America Corp | 181,099 | $2.38M | 0.00% | −12,990−6.7% | Reduced |
| Davidson Trust Co | 172,764 | $2.27M | 1.69% | −2,498−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 170,518 | $2.24M | 0.08% | +1,673+1.0% | Added |
| LPL Financial LLC | 157,168 | $2.06M | 0.00% | +4,922+3.2% | Added |
| Wedbush Securities Inc | 139,414 | $1.83M | 0.08% | +4,375+3.2% | Added |
| Raymond James & Associates | 126,055 | $1.65M | 0.00% | +24,713+24.4% | Added |
| Snowden Capital Advisors LLC | 125,693 | $1.65M | 0.07% | +119,115+1,810.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 118,035 | $1.55M | 0.13% | −65,900−35.8% | Reduced |
| Cetera Investment Advisers | 98,177 | $1.29M | 0.02% | −1,293−1.3% | Reduced |
| Magnolia Capital Advisors LLC | 97,326 | $1.28M | 0.50% | +97,326 | New |
| Ignite Planners, LLC | 99,084 | $1.21M | 0.81% | +99,084 | New |
| Van Hulzen Asset Management, LLC | 85,894 | $1.13M | 0.12% | −8,649−9.1% | Reduced |
| RB Capital Management, LLC | 79,874 | $1.05M | 0.34% | +2,448+3.2% | Added |
| KWB Wealth | 64,678 | $1.01M | 0.17% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 75,500 | $991.0K | 0.14% | +75,500 | New |
| Ameriprise Financial Inc | 73,380 | $962.0K | 0.00% | −3,257−4.2% | Reduced |
| Apriem Advisors | 70,270 | $922.0K | 0.14% | −250−0.4% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $853.0K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 64,818 | $850.0K | 0.03% | −2,803−4.1% | Reduced |
| Hall Private Wealth Advisors | 59,931 | $786.0K | 0.42% | +3,255+5.7% | Added |
| Mutual Advisors, LLC | 55,295 | $725.0K | 0.04% | −15,021−21.4% | Reduced |
| Commonwealth Equity Services, LLC | 52,942 | $694.0K | 0.00% | −300−0.6% | Reduced |
| Western Wealth Management, LLC | 50,260 | $659.0K | 0.03% | +35,211+234.0% | Added |
| Comerica Bank | 53,236 | $656.0K | 0.00% | +53,236 | New |
| Gamble Jones Investment Counsel | 48,541 | $637.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $626.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 47,733 | $626.0K | 14.66% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 47,398 | $622.0K | 0.06% | +16,000+51.0% | Added |
| Castle Rock Wealth Management, LLC | 49,528 | $608.0K | 0.28% | −1,826−3.6% | Reduced |
| Everett Harris & Co | 46,000 | $604.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 45,589 | $598.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 45,180 | $595.0K | 0.02% | −2,589−5.4% | Reduced |
| Bartlett & Co. LLC | 45,000 | $593.0K | 0.01% | +1,000+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 45,000 | $592.9K | 0.01% | +1,000+2.3% | Added |
| Cooper Financial Group | 44,180 | $580.0K | 0.22% | −24,995−36.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,537 | $558.0K | 0.00% | +2,399+6.0% | Added |
| Landscape Capital Management, L.L.C. | 41,296 | $542.0K | 0.07% | +41,296 | New |
| Ameritas Advisory Services, LLC | 41,053 | $539.0K | 0.02% | −28,350−40.8% | Reduced |
| Atria Wealth Solutions, Inc. | 40,863 | $538.0K | 0.01% | +40,863 | New |
| Hollencrest Capital Management | 40,695 | $534.0K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 40,275 | $528.0K | 0.04% | +40,275 | New |
| Baird Financial Group, Inc. | 38,922 | $511.0K | 0.00% | −1,349−3.3% | Reduced |
| Wetherby Asset Management Inc | 38,652 | $507.0K | 0.03% | +4,966+14.7% | Added |
| CNH Partners LLC | 36,740 | $482.0K | 0.01% | +36,740 | New |
| Strategic Wealth Advisors Group, LLC | 35,892 | $471.0K | 0.02% | +8,652+31.8% | Added |
| Running Point Capital Advisors, LLC | 35,000 | $459.0K | 0.27% | +15,000+75.0% | Added |
| B. Riley Wealth Management, Inc. | 34,422 | $452.0K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 32,960 | $432.0K | 0.00% | −12,412−27.4% | Reduced |
| HighTower Advisors, LLC | 32,892 | $430.0K | 0.00% | −875−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 31,626 | $414.0K | 0.02% | +1,780+6.0% | Added |
| Oder Investment Management, LLC | 31,285 | $410.0K | 0.47% | +119+0.4% | Added |
| Mercer Global Advisors Inc | 29,095 | $382.0K | 0.00% | +1,812+6.6% | Added |
| Laurel Wealth Advisors, Inc. | 26,368 | $346.0K | 0.03% | −20,529−43.8% | Reduced |
| Vivaldi Capital Management, LLC | 27,499 | $326.0K | 0.08% | +27,499 | New |
| Kennicott Capital Management LLC | 21,176 | $278.0K | 0.16% | −29,345−58.1% | Reduced |
| MKT Advisors LLC | 23,060 | $278.0K | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $278.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $276.0K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20,500 | $269.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $269.0K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 18,493 | $243.0K | 0.18% | +18,493 | New |
| US Bancorp | 17,781 | $234.0K | 0.00% | −5,000−21.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,318 | $227.0K | 0.00% | −5,621−24.5% | Reduced |
| Dynamic Advisor Solutions LLC | 15,688 | $206.0K | 0.01% | −4,992−24.1% | Reduced |
| Grassi Investment Management | 15,000 | $197.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,133 | $185.0K | 0.00% | −1,439−9.2% | Reduced |
| C2C Wealth Management, LLC | 14,812 | $182.0K | 0.03% | −1,710−10.3% | Reduced |
| Vista Investment Management | 13,782 | $181.0K | 0.10% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 13,300 | $174.0K | 0.06% | +2,500+23.1% | Added |
| Segantii Capital Management Ltd | 12,475 | $164.0K | 0.01% | +10,000+404.0% | Added |
| Intersect Capital LLC | 12,453 | $163.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,312 | $162.0K | 0.01% | −168−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 11,801 | $155.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $154.0K | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 11,731 | $154.0K | 0.01% | +1,156+10.9% | Added |
| Weaver Consulting Group | 11,628 | $153.0K | 0.07% | +11,628 | New |
| Mechanics Bank Trust Department | 11,250 | $148.0K | 0.02% | −3,750−25.0% | Reduced |
| Kestra Advisory Services, LLC | 10,746 | $141.0K | 0.00% | +10,746 | New |
| Riverview Trust Co | 10,612 | $139.0K | 0.10% | 00.0% | Unchanged |
| Eaton Vance Management | 10,619 | $139.0K | 0.00% | +10,619 | New |
| Amussen Hunsaker Associates LLC | 10,422 | $136.0K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,000 | $131.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 10,016 | $131.0K | 0.00% | +3,528+54.4% | Added |
| Steward Partners Investment Advisory, LLC | 8,650 | $113.0K | 0.00% | +600+7.5% | Added |
| Covington Capital Management | 8,193 | $107.0K | 0.00% | −1,001−10.9% | Reduced |