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, Q3 2022
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 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
- 104
- 0 vs. Q2 2022
- Shares held
- 19.3M
- +164.8K (+0.9%) vs. Q2 2022
- Total value
- $212.2M
- −$23.4M (−9.9%) vs. Q2 2022
- New holders
- 11
- 35 more added
- Sold out
- 11
- 24 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,015,780 | $33.1M | 0.00% | +29,682+1.0% | Added |
| UBS Group AG | 2,566,781 | $28.2M | 0.02% | −6,169−0.2% | Reduced |
| Guggenheim Capital LLC | 2,346,494 | $25.7M | 0.24% | +72,047+3.2% | Added |
| Rivernorth Capital Management, LLC | 1,728,347 | $19.0M | 0.85% | −361,805−17.3% | Reduced |
| Wells Fargo & Company | 1,292,444 | $14.2M | 0.00% | +90,173+7.5% | Added |
| Strategic Wealth Advisors Group, LLC | 640,894 | $7.03M | 0.30% | +34,580+5.7% | Added |
| Regatta Capital Group, LLC | 559,594 | $6.90M | 2.82% | +177,185+46.3% | Added |
| Whittier Trust Co | 495,198 | $5.43M | 0.11% | +574+0.1% | Added |
| Rockefeller Capital Management L.P. | 490,914 | $5.38M | 0.03% | +10,000+2.1% | Added |
| Allianz Asset Management GmbH | 401,979 | $4.41M | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 391,404 | $4.27M | 0.02% | −2,680−0.7% | Reduced |
| Advisors Asset Management, Inc. | 357,996 | $3.93M | 0.08% | +71,781+25.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 353,081 | $3.87M | 0.25% | +24,278+7.4% | Added |
| Hall Private Wealth Advisors | 245,394 | $2.69M | 1.55% | +49,013+25.0% | Added |
| Royal Bank of Canada | 243,557 | $2.67M | 0.00% | +12,484+5.4% | Added |
| Bank of America Corp | 221,481 | $2.43M | 0.00% | −1,450−0.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 216,201 | $2.37M | 3.30% | −5,907−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 214,966 | $2.36M | 0.01% | −19,185−8.2% | Reduced |
| LPL Financial LLC | 196,824 | $2.16M | 0.00% | +37,946+23.9% | Added |
| Resources Investment Advisors, LLC. | 175,117 | $1.92M | 0.07% | +3,706+2.2% | Added |
| Davidson Trust Co | 172,764 | $1.90M | 1.82% | 00.0% | Unchanged |
| Wedbush Securities Inc | 151,614 | $1.66M | 0.09% | +9,998+7.1% | Added |
| Evoke Wealth, LLC | 128,982 | $1.42M | 0.06% | +220.0% | Added |
| Snowden Capital Advisors LLC | 128,646 | $1.41M | 0.06% | −1,999−1.5% | Reduced |
| Raymond James & Associates | 119,250 | $1.31M | 0.00% | −1,968−1.6% | Reduced |
| D.A. Davidson & Co. | 113,137 | $1.24M | 0.02% | −44,358−28.2% | Reduced |
| Ignite Planners, LLC | 99,084 | $1.12M | 0.89% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 93,431 | $1.02M | 0.13% | +4,068+4.6% | Added |
| Atria Wealth Solutions, Inc. | 92,813 | $1.02M | 0.02% | +92,813 | New |
| First Foundation Advisors | 90,744 | $995.0K | 0.05% | +24,728+37.5% | Added |
| RB Capital Management, LLC | 79,031 | $867.0K | 0.33% | +1,685+2.2% | Added |
| Apriem Advisors | 70,220 | $770.0K | 0.14% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 65,000 | $713.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 59,010 | $647.0K | 0.01% | −4,065−6.4% | Reduced |
| KWB Wealth | 58,435 | $641.0K | 0.13% | −5,069−8.0% | Reduced |
| Mutual Advisors, LLC | 56,844 | $624.0K | 0.03% | +33,730+145.9% | Added |
| Commonwealth Equity Services, LLC | 56,773 | $622.0K | 0.00% | +1,585+2.9% | Added |
| Ameriprise Financial Inc | 51,944 | $570.0K | 0.00% | −17,721−25.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 50,596 | $555.0K | 0.04% | +50,596 | New |
| Bartlett & Co. LLC | 48,500 | $535.0K | 0.01% | +2,000+4.3% | Added |
| Bartlett & Co. Wealth Management LLC | 48,500 | $534.5K | 0.01% | +2,000+4.3% | Added |
| Gamble Jones Investment Counsel | 48,541 | $532.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $524.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 47,527 | $521.0K | 0.00% | +5,696+13.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 47,140 | $517.0K | 0.05% | −22,800−32.6% | Reduced |
| Everett Harris & Co | 46,000 | $505.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 46,687 | $500.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 44,518 | $488.0K | 0.06% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 43,576 | $478.0K | 0.56% | +9,642+28.4% | Added |
| Cooper Financial Group | 42,595 | $467.0K | 0.17% | +518+1.2% | Added |
| HighTower Advisors, LLC | 42,107 | $461.0K | 0.00% | +10,285+32.3% | Added |
| Ameritas Advisory Services, LLC | 40,591 | $445.0K | 0.03% | +2,034+5.3% | Added |
| Stifel Financial Corp | 38,511 | $422.0K | 0.00% | +1,707+4.6% | Added |
| Castle Rock Wealth Management, LLC | 37,694 | $412.0K | 0.21% | −9,144−19.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,379 | $399.0K | 0.00% | −2,875−7.3% | Reduced |
| National Asset Management, Inc. | 34,202 | $376.0K | 0.01% | +34,202 | New |
| Hollencrest Capital Management | 33,230 | $365.0K | 0.05% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 31,600 | $347.0K | 0.23% | −3,400−9.7% | Reduced |
| TriaGen Wealth Management LLC | 29,465 | $323.0K | 0.18% | −9,926−25.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 28,439 | $312.0K | 0.11% | +7,600+36.5% | Added |
| Main Management LLC | 23,865 | $262.0K | 0.03% | +23,865 | New |
| Weinberger Asset Management, Inc | 23,640 | $259.3K | 0.18% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $253.0K | 0.22% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21,972 | $241.0K | 0.01% | −4,654−17.5% | Reduced |
| Vivaldi Capital Management, LLC | 21,408 | $235.0K | 0.06% | −4,958−18.8% | Reduced |
| Parallel Advisors, LLC | 21,224 | $233.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $230.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 20,651 | $227.0K | 0.02% | −1,237−5.7% | Reduced |
| Sit Investment Associates Inc | 20,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,346 | $212.0K | 0.00% | +904+4.9% | Added |
| C2C Wealth Management, LLC | 14,812 | $169.0K | 0.03% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $165.0K | 0.02% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 14,982 | $164.0K | 0.08% | +14,982 | New |
| Alpha Cubed Investments, LLC | 14,355 | $157.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,250 | $156.0K | 0.01% | +2,449+20.8% | Added |
| NewEdge Wealth, LLC | 13,802 | $151.0K | 0.01% | +13,802 | New |
| Summit Trail Advisors, LLC | 13,033 | $144.0K | 0.01% | +13,033 | New |
| Octavia Wealth Advisors, LLC | 12,661 | $140.0K | 0.04% | +12,661 | New |
| Lindbrook Capital, LLC | 12,453 | $137.0K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 12,428 | $136.0K | 0.08% | −2,500−16.7% | Reduced |
| Miracle Mile Advisors, LLC | 12,312 | $135.0K | 0.01% | −2,045−14.2% | Reduced |
| Vista Investment Management | 12,282 | $135.0K | 0.08% | 00.0% | Unchanged |
| Hoylecohen, LLC | 11,731 | $129.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $129.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 11,100 | $125.0K | 0.01% | +11,100 | New |
| Eaton Vance Management | 10,619 | $116.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $116.0K | 0.11% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 10,422 | $114.0K | 0.03% | 00.0% | Unchanged |
| Rinkey Investments | 10,000 | $109.0K | 0.08% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 7,627 | $84.0K | 0.00% | +1,456+23.6% | Added |
| Allworth Financial LP | 6,610 | $73.0K | 0.00% | +47+0.7% | Added |
| CWM, LLC | 6,152 | $67.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3,261 | $36.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,763 | $30.0K | 0.00% | −15,018−84.5% | Reduced |
| Wagner Wealth Management, LLC | 2,440 | $27.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,200 | $24.0K | 0.00% | −50−2.2% | Reduced |
| Umb Bank N A | 2,025 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,033 | $22.0K | 0.02% | +25+1.2% | Added |
| FNY Investment Advisers, LLC | 2,000 | $21.0K | 0.01% | 00.0% | Unchanged |