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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 813 | $8.00K | 0.00% | +10+1.2% | Added |
| American Portfolios Advisors | 1,100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,841 | $20.0K | 0.01% | +1,841 | New |
| FNY Investment Advisers, LLC | 2,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 2,200 | $24.0K | 0.00% | −50−2.2% | Reduced |
| Wagner Wealth Management, LLC | 2,440 | $27.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,763 | $30.0K | 0.00% | −15,018−84.5% | Reduced |
| Covington Capital Management | 3,261 | $36.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,152 | $67.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,610 | $73.0K | 0.00% | +47+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,627 | $84.0K | 0.00% | +1,456+23.6% | Added |
| Rinkey Investments | 10,000 | $109.0K | 0.08% | +10,000 | New |
| Amussen Hunsaker Associates LLC | 10,422 | $114.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 10,619 | $116.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $116.0K | 0.11% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 11,100 | $125.0K | 0.01% | +11,100 | New |
| Hoylecohen, LLC | 11,731 | $129.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $129.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Weaver Consulting Group | 12,428 | $136.0K | 0.08% | −2,500−16.7% | Reduced |
| Lindbrook Capital, LLC | 12,453 | $137.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 12,661 | $140.0K | 0.04% | +12,661 | New |
| Summit Trail Advisors, LLC | 13,033 | $144.0K | 0.01% | +13,033 | New |
| NewEdge Wealth, LLC | 13,802 | $151.0K | 0.01% | +13,802 | New |
| Pure Financial Advisors, Inc. | 14,250 | $156.0K | 0.01% | +2,449+20.8% | Added |
| Alpha Cubed Investments, LLC | 14,355 | $157.0K | 0.01% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 14,982 | $164.0K | 0.08% | +14,982 | New |
| Grassi Investment Management | 15,000 | $165.0K | 0.02% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 14,812 | $169.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,346 | $212.0K | 0.00% | +904+4.9% | Added |
| 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 |
| Laurel Wealth Advisors, Inc. | 20,651 | $227.0K | 0.02% | −1,237−5.7% | Reduced |
| First American Trust, FSB | 21,000 | $230.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,224 | $233.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 21,408 | $235.0K | 0.06% | −4,958−18.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,972 | $241.0K | 0.01% | −4,654−17.5% | Reduced |
| MKT Advisors LLC | 23,060 | $253.0K | 0.22% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 23,640 | $259.3K | 0.18% | 00.0% | Unchanged |
| Main Management LLC | 23,865 | $262.0K | 0.03% | +23,865 | New |
| Rosenblum Silverman Sutton S F Inc | 28,439 | $312.0K | 0.11% | +7,600+36.5% | Added |
| TriaGen Wealth Management LLC | 29,465 | $323.0K | 0.18% | −9,926−25.2% | Reduced |
| Running Point Capital Advisors, LLC | 31,600 | $347.0K | 0.23% | −3,400−9.7% | Reduced |
| Hollencrest Capital Management | 33,230 | $365.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 34,202 | $376.0K | 0.01% | +34,202 | New |
| Raymond James Financial Services Advisors, Inc. | 36,379 | $399.0K | 0.00% | −2,875−7.3% | Reduced |
| Castle Rock Wealth Management, LLC | 37,694 | $412.0K | 0.21% | −9,144−19.5% | Reduced |
| Stifel Financial Corp | 38,511 | $422.0K | 0.00% | +1,707+4.6% | Added |
| Ameritas Advisory Services, LLC | 40,591 | $445.0K | 0.03% | +2,034+5.3% | Added |
| HighTower Advisors, LLC | 42,107 | $461.0K | 0.00% | +10,285+32.3% | Added |
| Cooper Financial Group | 42,595 | $467.0K | 0.17% | +518+1.2% | Added |
| Oder Investment Management, LLC | 43,576 | $478.0K | 0.56% | +9,642+28.4% | Added |
| Private Wealth Partners, LLC | 44,518 | $488.0K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 46,687 | $500.0K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $505.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 47,140 | $517.0K | 0.05% | −22,800−32.6% | Reduced |
| Baird Financial Group, Inc. | 47,527 | $521.0K | 0.00% | +5,696+13.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 47,733 | $524.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 48,541 | $532.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48,500 | $534.5K | 0.01% | +2,000+4.3% | Added |
| Bartlett & Co. LLC | 48,500 | $535.0K | 0.01% | +2,000+4.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 50,596 | $555.0K | 0.04% | +50,596 | New |
| Ameriprise Financial Inc | 51,944 | $570.0K | 0.00% | −17,721−25.4% | Reduced |
| Commonwealth Equity Services, LLC | 56,773 | $622.0K | 0.00% | +1,585+2.9% | Added |
| Mutual Advisors, LLC | 56,844 | $624.0K | 0.03% | +33,730+145.9% | Added |
| KWB Wealth | 58,435 | $641.0K | 0.13% | −5,069−8.0% | Reduced |
| Cetera Investment Advisers | 59,010 | $647.0K | 0.01% | −4,065−6.4% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $713.0K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 70,220 | $770.0K | 0.14% | 00.0% | Unchanged |
| RB Capital Management, LLC | 79,031 | $867.0K | 0.33% | +1,685+2.2% | Added |
| First Foundation Advisors | 90,744 | $995.0K | 0.05% | +24,728+37.5% | Added |
| Atria Wealth Solutions, Inc. | 92,813 | $1.02M | 0.02% | +92,813 | New |
| Van Hulzen Asset Management, LLC | 93,431 | $1.02M | 0.13% | +4,068+4.6% | Added |
| Ignite Planners, LLC | 99,084 | $1.12M | 0.89% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 113,137 | $1.24M | 0.02% | −44,358−28.2% | Reduced |
| Raymond James & Associates | 119,250 | $1.31M | 0.00% | −1,968−1.6% | Reduced |
| Snowden Capital Advisors LLC | 128,646 | $1.41M | 0.06% | −1,999−1.5% | Reduced |
| Evoke Wealth, LLC | 128,982 | $1.42M | 0.06% | +220.0% | Added |
| Wedbush Securities Inc | 151,614 | $1.66M | 0.09% | +9,998+7.1% | Added |
| Davidson Trust Co | 172,764 | $1.90M | 1.82% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 175,117 | $1.92M | 0.07% | +3,706+2.2% | Added |
| LPL Financial LLC | 196,824 | $2.16M | 0.00% | +37,946+23.9% | Added |
| Advisor Group Holdings, Inc. | 214,966 | $2.36M | 0.01% | −19,185−8.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 216,201 | $2.37M | 3.30% | −5,907−2.7% | Reduced |
| Bank of America Corp | 221,481 | $2.43M | 0.00% | −1,450−0.7% | Reduced |
| Royal Bank of Canada | 243,557 | $2.67M | 0.00% | +12,484+5.4% | Added |
| Hall Private Wealth Advisors | 245,394 | $2.69M | 1.55% | +49,013+25.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 353,081 | $3.87M | 0.25% | +24,278+7.4% | Added |
| Advisors Asset Management, Inc. | 357,996 | $3.93M | 0.08% | +71,781+25.1% | Added |
| Fiera Capital Corp | 391,404 | $4.27M | 0.02% | −2,680−0.7% | Reduced |
| Allianz Asset Management GmbH | 401,979 | $4.41M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 490,914 | $5.38M | 0.03% | +10,000+2.1% | Added |
| Whittier Trust Co | 495,198 | $5.43M | 0.11% | +574+0.1% | Added |
| Regatta Capital Group, LLC | 559,594 | $6.90M | 2.82% | +177,185+46.3% | Added |
| Strategic Wealth Advisors Group, LLC | 640,894 | $7.03M | 0.30% | +34,580+5.7% | Added |
| Wells Fargo & Company | 1,292,444 | $14.2M | 0.00% | +90,173+7.5% | Added |