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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 7,500 | $98.0K | 0.02% | −3,250−30.2% | Reduced |
| CWM, LLC | 6,152 | $81.0K | 0.00% | +916+17.5% | Added |
| Manchester Capital Management LLC | 6,000 | $79.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,404 | $44.7K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,463 | $32.0K | 0.00% | +2,463 | New |
| Umb Bank N A | 2,025 | $27.0K | 0.00% | +1,408+228.2% | Added |
| 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 |
| Sargent Bickham Lagudis LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,100 | $14.4K | 0.00% | +1,100 | New |
| 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 |
| SOA Wealth Advisors, LLC. | 793 | $10.0K | 0.00% | +9+1.1% | Added |
| Massmutual Trust Co FSB | 628 | $8.00K | 0.00% | +628 | New |
| Koshinski Asset Management, Inc. | 400 | $5.25K | 0.00% | +400 | New |
| The PNC Financial Services Group, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −178,531−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −112,071−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −36,777−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −34,026−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −29,481−100.0% | Sold out |
| Kiley Juergens Wealth Management, LLC | 0 | $0 | 0.00% | −28,307−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −22,333−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −19,342−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −18,226−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,687−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,506−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −18,510−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −14,733−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −12,134−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| Main Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −7,591−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| DB Wealth Management Group, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |