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, Q2 2022
Institutional positions in Nuveen California Quality Municipal Income Fund as of Jun 30, 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
- 107
- −9 vs. Q1 2022
- Shares held
- 19.1M
- +413.4K (+2.2%) vs. Q1 2022
- Total value
- $236.0M
- −$9.61M (−3.9%) vs. Q1 2022
- New holders
- 14
- 31 more added
- Sold out
- 23
- 33 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Urban Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 803 | $9.00K | 0.00% | +10+1.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,016 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,481 | $18.0K | 0.01% | +1,481 | New |
| FNY Investment Advisers, LLC | 2,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,025 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,008 | $25.0K | 0.02% | +8+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,250 | $28.0K | 0.00% | −6,400−74.0% | Reduced |
| Wagner Wealth Management, LLC | 2,440 | $30.0K | 0.02% | +2,440 | New |
| Covington Capital Management | 3,261 | $40.0K | 0.00% | −4,932−60.2% | Reduced |
| SeaCrest Wealth Management, LLC | 3,273 | $40.0K | 0.01% | +3,273 | New |
| Northwestern Mutual Wealth Management Co | 6,171 | $76.0K | 0.00% | −11,147−64.4% | Reduced |
| CWM, LLC | 6,152 | $76.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,563 | $81.0K | 0.00% | −3,453−34.5% | Reduced |
| Tortoise Investment Management, LLC | 7,500 | $92.0K | 0.02% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 10,000 | $123.0K | 0.13% | +10,000 | New |
| Meridian Wealth Management, LLC | 10,000 | $123.0K | 0.01% | +10,000 | New |
| Jane Street Group, LLC | 10,031 | $124.0K | 0.00% | +10,031 | New |
| Amussen Hunsaker Associates LLC | 10,422 | $128.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 10,619 | $131.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $131.0K | 0.11% | 00.0% | Unchanged |
| Hoylecohen, LLC | 11,731 | $145.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $145.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 11,801 | $146.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 12,282 | $151.0K | 0.09% | −1,500−10.9% | Reduced |
| Lindbrook Capital, LLC | 12,453 | $154.0K | 0.03% | +12,453 | New |
| Miracle Mile Advisors, LLC | 14,357 | $177.0K | 0.01% | +2,045+16.6% | Added |
| Alpha Cubed Investments, LLC | 14,355 | $177.0K | 0.01% | +4,355+43.6% | Added |
| C2C Wealth Management, LLC | 14,812 | $180.0K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 14,928 | $184.0K | 0.10% | +3,300+28.4% | Added |
| Grassi Investment Management | 15,000 | $185.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 17,781 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,442 | $227.0K | 0.00% | −10,653−36.6% | Reduced |
| Sit Investment Associates Inc | 20,500 | $253.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $253.0K | 0.02% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 20,839 | $257.0K | 0.08% | +20,839 | New |
| First American Trust, FSB | 21,000 | $259.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $262.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 21,888 | $270.0K | 0.03% | −4,480−17.0% | Reduced |
| MKT Advisors LLC | 23,060 | $284.0K | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 23,114 | $285.0K | 0.02% | −32,181−58.2% | Reduced |
| Weinberger Asset Management, Inc | 23,640 | $291.5K | 0.19% | +23,640 | New |
| Robinson Capital Management, LLC | 25,000 | $307.0K | 0.23% | +25,000 | New |
| Vivaldi Capital Management, LLC | 26,366 | $325.0K | 0.08% | −1,133−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,626 | $328.0K | 0.01% | −5,000−15.8% | Reduced |
| HighTower Advisors, LLC | 31,822 | $392.0K | 0.00% | −1,070−3.3% | Reduced |
| Hollencrest Capital Management | 33,230 | $410.0K | 0.05% | −7,465−18.3% | Reduced |
| B. Riley Wealth Management, Inc. | 33,627 | $415.0K | 0.04% | −795−2.3% | Reduced |
| Oder Investment Management, LLC | 33,934 | $418.0K | 0.51% | +2,649+8.5% | Added |
| Running Point Capital Advisors, LLC | 35,000 | $432.0K | 0.28% | 00.0% | Unchanged |
| Stifel Financial Corp | 36,804 | $454.0K | 0.00% | +3,844+11.7% | Added |
| Ameritas Advisory Services, LLC | 38,557 | $475.0K | 0.03% | −2,496−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,254 | $484.0K | 0.00% | −3,283−7.7% | Reduced |
| TriaGen Wealth Management LLC | 39,391 | $486.0K | 0.35% | +39,391 | New |
| Tarbox Family Office, Inc. | 41,418 | $511.0K | 0.11% | +41,418 | New |
| Baird Financial Group, Inc. | 41,831 | $516.0K | 0.00% | +2,909+7.5% | Added |
| Cooper Financial Group | 42,077 | $519.0K | 0.19% | −2,103−4.8% | Reduced |
| Landscape Capital Management, L.L.C. | 43,805 | $540.0K | 0.07% | +2,509+6.1% | Added |
| Private Wealth Partners, LLC | 44,518 | $549.0K | 0.06% | −2,880−6.1% | Reduced |
| Everett Harris & Co | 46,000 | $567.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 46,687 | $575.0K | 0.03% | −3,573−7.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 46,500 | $575.7K | 0.01% | +1,500+3.3% | Added |
| Bartlett & Co. LLC | 46,500 | $576.0K | 0.01% | +1,500+3.3% | Added |
| Castle Rock Wealth Management, LLC | 46,838 | $577.0K | 0.29% | −2,690−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $589.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 48,541 | $599.0K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 55,188 | $680.0K | 0.00% | +2,246+4.2% | Added |
| Cetera Investment Advisers | 63,075 | $778.0K | 0.01% | −35,102−35.8% | Reduced |
| KWB Wealth | 63,504 | $783.0K | 0.15% | −1,174−1.8% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $800.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 66,016 | $814.0K | 0.04% | +1,198+1.8% | Added |
| Ameriprise Financial Inc | 69,665 | $859.0K | 0.00% | −3,715−5.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 69,940 | $862.0K | 0.08% | −48,095−40.7% | Reduced |
| Apriem Advisors | 70,220 | $866.0K | 0.15% | −50−0.1% | Reduced |
| CNH Partners LLC | 72,539 | $894.0K | 0.02% | +35,799+97.4% | Added |
| Litman Gregory Asset Management LLC | 74,200 | $915.0K | 0.13% | −1,300−1.7% | Reduced |
| RB Capital Management, LLC | 77,346 | $954.0K | 0.36% | −2,528−3.2% | Reduced |
| Van Hulzen Asset Management, LLC | 89,363 | $1.10M | 0.13% | +3,469+4.0% | Added |
| Ignite Planners, LLC | 99,084 | $1.22M | 1.00% | 00.0% | Unchanged |
| Raymond James & Associates | 121,218 | $1.50M | 0.00% | −4,837−3.8% | Reduced |
| Evoke Wealth, LLC | 128,960 | $1.60M | 0.06% | +83,780+185.4% | Added |
| Snowden Capital Advisors LLC | 130,645 | $1.61M | 0.07% | +4,952+3.9% | Added |
| Wedbush Securities Inc | 141,616 | $1.75M | 0.10% | +2,202+1.6% | Added |
| D.A. Davidson & Co. | 157,495 | $1.94M | 0.02% | −296,417−65.3% | Reduced |
| LPL Financial LLC | 158,878 | $1.96M | 0.00% | +1,710+1.1% | Added |
| Resources Investment Advisors, LLC. | 171,411 | $2.11M | 0.09% | +893+0.5% | Added |
| Davidson Trust Co | 172,764 | $2.13M | 1.90% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 196,381 | $2.42M | 1.36% | +136,450+227.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 222,108 | $2.74M | 3.53% | −560,360−71.6% | Reduced |
| Bank of America Corp | 222,931 | $2.75M | 0.00% | +41,832+23.1% | Added |
| Royal Bank of Canada | 231,073 | $2.85M | 0.00% | −17,513−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 234,151 | $2.89M | 0.01% | +13,936+6.3% | Added |
| Advisors Asset Management, Inc. | 286,215 | $3.53M | 0.06% | +286,215 | New |
| Hennion & Walsh Asset Management, Inc. | 328,803 | $4.05M | 0.25% | +33,057+11.2% | Added |
| Regatta Capital Group, LLC | 382,409 | $4.71M | 2.25% | −162,391−29.8% | Reduced |
| Fiera Capital Corp | 394,084 | $4.86M | 0.01% | +18,361+4.9% | Added |
| Allianz Asset Management GmbH | 401,979 | $4.96M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 480,914 | $5.93M | 0.03% | +38,414+8.7% | Added |