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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 400 | $5.25K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 628 | $8.00K | 0.00% | +628 | New |
| SOA Wealth Advisors, LLC. | 793 | $10.0K | 0.00% | +9+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,016 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,016 | $13.0K | 0.00% | +1,016 | New |
| American Portfolios Advisors | 1,100 | $14.4K | 0.00% | +1,100 | New |
| Sargent Bickham Lagudis LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,000 | $26.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $26.0K | 0.02% | +2,000 | New |
| Umb Bank N A | 2,025 | $27.0K | 0.00% | +1,408+228.2% | Added |
| Prospera Financial Services Inc | 2,463 | $32.0K | 0.00% | +2,463 | New |
| Rockbridge Investment Management, LCC | 3,404 | $44.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,000 | $79.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,152 | $81.0K | 0.00% | +916+17.5% | Added |
| Tortoise Investment Management, LLC | 7,500 | $98.0K | 0.02% | −3,250−30.2% | Reduced |
| Covington Capital Management | 8,193 | $107.0K | 0.00% | −1,001−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,650 | $113.0K | 0.00% | +600+7.5% | Added |
| 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 |
| Amussen Hunsaker Associates LLC | 10,422 | $136.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $139.0K | 0.10% | 00.0% | Unchanged |
| Eaton Vance Management | 10,619 | $139.0K | 0.00% | +10,619 | New |
| Kestra Advisory Services, LLC | 10,746 | $141.0K | 0.00% | +10,746 | New |
| Mechanics Bank Trust Department | 11,250 | $148.0K | 0.02% | −3,750−25.0% | Reduced |
| Weaver Consulting Group | 11,628 | $153.0K | 0.07% | +11,628 | New |
| 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 |
| Pure Financial Advisors, Inc. | 11,801 | $155.0K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,312 | $162.0K | 0.01% | −168−1.3% | Reduced |
| Intersect Capital LLC | 12,453 | $163.0K | 0.03% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 12,475 | $164.0K | 0.01% | +10,000+404.0% | Added |
| Winfield Associates, Inc. | 13,300 | $174.0K | 0.06% | +2,500+23.1% | Added |
| Vista Investment Management | 13,782 | $181.0K | 0.10% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 14,812 | $182.0K | 0.03% | −1,710−10.3% | Reduced |
| Envestnet Asset Management Inc | 14,133 | $185.0K | 0.00% | −1,439−9.2% | Reduced |
| Grassi Investment Management | 15,000 | $197.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,688 | $206.0K | 0.01% | −4,992−24.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,318 | $227.0K | 0.00% | −5,621−24.5% | Reduced |
| US Bancorp | 17,781 | $234.0K | 0.00% | −5,000−21.9% | Reduced |
| Logan Stone Capital, LLC | 18,493 | $243.0K | 0.18% | +18,493 | New |
| 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 |
| First American Trust, FSB | 21,000 | $276.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Vivaldi Capital Management, LLC | 27,499 | $326.0K | 0.08% | +27,499 | New |
| Laurel Wealth Advisors, Inc. | 26,368 | $346.0K | 0.03% | −20,529−43.8% | Reduced |
| Mercer Global Advisors Inc | 29,095 | $382.0K | 0.00% | +1,812+6.6% | Added |
| Oder Investment Management, LLC | 31,285 | $410.0K | 0.47% | +119+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 31,626 | $414.0K | 0.02% | +1,780+6.0% | Added |
| HighTower Advisors, LLC | 32,892 | $430.0K | 0.00% | −875−2.6% | Reduced |
| Stifel Financial Corp | 32,960 | $432.0K | 0.00% | −12,412−27.4% | Reduced |
| B. Riley Wealth Management, Inc. | 34,422 | $452.0K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 35,000 | $459.0K | 0.27% | +15,000+75.0% | Added |
| Strategic Wealth Advisors Group, LLC | 35,892 | $471.0K | 0.02% | +8,652+31.8% | Added |
| CNH Partners LLC | 36,740 | $482.0K | 0.01% | +36,740 | New |
| Wetherby Asset Management Inc | 38,652 | $507.0K | 0.03% | +4,966+14.7% | Added |
| Baird Financial Group, Inc. | 38,922 | $511.0K | 0.00% | −1,349−3.3% | Reduced |
| Virtu Financial LLC | 40,275 | $528.0K | 0.04% | +40,275 | New |
| Hollencrest Capital Management | 40,695 | $534.0K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 40,863 | $538.0K | 0.01% | +40,863 | New |
| Ameritas Advisory Services, LLC | 41,053 | $539.0K | 0.02% | −28,350−40.8% | Reduced |
| Landscape Capital Management, L.L.C. | 41,296 | $542.0K | 0.07% | +41,296 | New |
| Raymond James Financial Services Advisors, Inc. | 42,537 | $558.0K | 0.00% | +2,399+6.0% | Added |
| Cooper Financial Group | 44,180 | $580.0K | 0.22% | −24,995−36.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 45,000 | $592.9K | 0.01% | +1,000+2.3% | Added |
| Bartlett & Co. LLC | 45,000 | $593.0K | 0.01% | +1,000+2.3% | Added |
| Evoke Wealth, LLC | 45,180 | $595.0K | 0.02% | −2,589−5.4% | Reduced |
| Steel Peak Wealth Management LLC | 45,589 | $598.0K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $604.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 49,528 | $608.0K | 0.28% | −1,826−3.6% | Reduced |
| Private Wealth Partners, LLC | 47,398 | $622.0K | 0.06% | +16,000+51.0% | Added |
| 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 |
| Gamble Jones Investment Counsel | 48,541 | $637.0K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 53,236 | $656.0K | 0.00% | +53,236 | New |
| Western Wealth Management, LLC | 50,260 | $659.0K | 0.03% | +35,211+234.0% | Added |
| Commonwealth Equity Services, LLC | 52,942 | $694.0K | 0.00% | −300−0.6% | Reduced |
| Mutual Advisors, LLC | 55,295 | $725.0K | 0.04% | −15,021−21.4% | Reduced |
| Hall Private Wealth Advisors | 59,931 | $786.0K | 0.42% | +3,255+5.7% | Added |
| First Foundation Advisors | 64,818 | $850.0K | 0.03% | −2,803−4.1% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $853.0K | 0.05% | 00.0% | Unchanged |
| Apriem Advisors | 70,270 | $922.0K | 0.14% | −250−0.4% | Reduced |
| Ameriprise Financial Inc | 73,380 | $962.0K | 0.00% | −3,257−4.2% | Reduced |
| Litman Gregory Asset Management LLC | 75,500 | $991.0K | 0.14% | +75,500 | New |
| KWB Wealth | 64,678 | $1.01M | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 79,874 | $1.05M | 0.34% | +2,448+3.2% | Added |
| Van Hulzen Asset Management, LLC | 85,894 | $1.13M | 0.12% | −8,649−9.1% | Reduced |
| Ignite Planners, LLC | 99,084 | $1.21M | 0.81% | +99,084 | New |
| Magnolia Capital Advisors LLC | 97,326 | $1.28M | 0.50% | +97,326 | New |
| Cetera Investment Advisers | 98,177 | $1.29M | 0.02% | −1,293−1.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 118,035 | $1.55M | 0.13% | −65,900−35.8% | Reduced |
| Snowden Capital Advisors LLC | 125,693 | $1.65M | 0.07% | +119,115+1,810.8% | Added |
| Raymond James & Associates | 126,055 | $1.65M | 0.00% | +24,713+24.4% | Added |
| Wedbush Securities Inc | 139,414 | $1.83M | 0.08% | +4,375+3.2% | Added |
| LPL Financial LLC | 157,168 | $2.06M | 0.00% | +4,922+3.2% | Added |
| Resources Investment Advisors, LLC. | 170,518 | $2.24M | 0.08% | +1,673+1.0% | Added |