Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Nuveen California Quality Municipal Income Fund as of Dec 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
+17 vs. Q3 2022
Shares held
22.5M
+3.85M (+20.7%) vs. Q3 2022
Total value
$248.7M
+$43.7M (+21.3%) vs. Q3 2022
New holders
33
24 more added
Sold out
16
37 more reduced

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 117 institutions
Q1 2021: 114 institutionsQ2 2021: 114 institutionsQ3 2021: 111 institutionsQ4 2021: 119 institutionsQ1 2022: 117 institutionsQ2 2022: 107 institutionsQ3 2022: 104 institutionsQ4 2022: 117 institutionsQ1 2023: 117 institutionsQ2 2023: 111 institutionsQ3 2023: 120 institutionsQ4 2023: 122 institutionsQ1 2024: 125 institutionsQ2 2024: 119 institutionsQ3 2024: 120 institutionsQ4 2024: 124 institutionsQ1 2025: 118 institutionsQ2 2025: 119 institutionsQ3 2025: 115 institutionsQ4 2025: 125 institutionsQ1 2026: 129 institutionsQ2 2026: 138 institutions
Value heldQ4 2022: $248.7M
Q1 2021: $260.1MQ2 2021: $284.3MQ3 2021: $264.3MQ4 2021: $277.2MQ1 2022: $245.8MQ2 2022: $236.0MQ3 2022: $212.2MQ4 2022: $248.7MQ1 2023: $299.0MQ2 2023: $344.2MQ3 2023: $328.0MQ4 2023: $422.9MQ1 2024: $425.9MQ2 2024: $420.4MQ3 2024: $339.0MQ4 2024: $287.3MQ1 2025: $251.1MQ2 2025: $225.0MQ3 2025: $223.0MQ4 2025: $266.0MQ1 2026: $280.8MQ2 2026: $315.4M
Institutions holding NAC and their total value by quarter
QuarterHoldersValue
Q2 2026138$315.4M
Q1 2026129$280.8M
Q4 2025125$266.0M
Q3 2025115$223.0M
Q2 2025119$225.0M
Q1 2025118$251.1M
Q4 2024124$287.3M
Q3 2024120$339.0M
Q2 2024119$420.4M
Q1 2024125$425.9M
Q4 2023122$422.9M
Q3 2023120$328.0M
Q2 2023111$344.2M
Q1 2023117$299.0M
Q4 2022117$248.7M
Q3 2022104$212.2M
Q2 2022107$236.0M
Q1 2022117$245.8M
Q4 2021119$277.2M
Q3 2021111$264.3M
Q2 2021114$284.3M
Q1 2021114$260.1M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2022.

Institutions holding NAC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC4,122,548$45.6M2.06%+2,394,201+138.5%Added
Morgan Stanley2,667,421$29.5M0.00%−348,359−11.6%Reduced
UBS Group AG2,578,231$28.5M0.01%+11,450+0.4%Added
Guggenheim Capital LLC2,383,565$26.4M0.23%+37,071+1.6%Added
Wells Fargo & Company1,223,781$13.5M0.00%−68,663−5.3%Reduced
Karpus Management, Inc.926,885$10.3M0.35%+926,885New
Mariner, LLC683,675$7.57M0.02%+683,675New
Hennion & Walsh Asset Management, Inc.550,069$6.09M0.38%+196,988+55.8%Added
Logan Stone Capital, LLC498,348$5.52M2.06%+498,348New
Whittier Trust Co464,248$5.14M0.10%−30,950−6.3%Reduced
Advisors Asset Management, Inc.425,566$4.71M0.10%+67,570+18.9%Added
Allianz Asset Management GmbH401,979$4.45M0.01%00.0%Unchanged
Rockefeller Capital Management L.P.329,164$3.64M0.02%−161,750−32.9%Reduced
Regatta Capital Group, LLC212,284$2.35M0.84%−347,310−62.1%Reduced
Weiss Asset Management LP203,887$2.26M0.11%+203,887New
LPL Financial LLC201,041$2.23M0.00%+4,217+2.1%Added
Royal Bank of Canada176,242$1.95M0.00%−67,315−27.6%Reduced
Resources Investment Advisors, LLC.168,785$1.87M0.05%−6,332−3.6%Reduced
Advisor Group Holdings, Inc.165,368$1.83M0.00%−49,598−23.1%Reduced
Davidson Trust Co157,264$1.74M1.54%−15,500−9.0%Reduced
Hall Private Wealth Advisors156,966$1.74M0.99%−88,428−36.0%Reduced
Bank of America Corp156,039$1.73M0.00%−65,442−29.5%Reduced
Snowden Capital Advisors LLC152,563$1.69M0.07%+23,917+18.6%Added
Wedbush Securities Inc150,711$1.67M0.09%−903−0.6%Reduced
CNH Partners LLC142,956$1.58M0.04%+142,956New
Evoke Wealth, LLC137,702$1.52M0.06%+8,720+6.8%Added
Ignite Planners, LLC130,240$1.49M0.62%+31,156+31.4%Added
D.A. Davidson & Co.117,651$1.30M0.02%+4,514+4.0%Added
Almitas Capital LLC112,256$1.24M0.57%+112,256New
Raymond James & Associates112,015$1.24M0.00%−7,235−6.1%Reduced
Prime Capital Investment Advisors, LLC110,283$1.22M0.05%+110,283New
Dakota Wealth Management106,525$1.18M0.08%+106,525New
Mutual Advisors, LLC103,183$1.14M0.05%+46,339+81.5%Added
Landscape Capital Management, L.L.C.91,958$1.02M0.15%+91,958New
First Foundation Advisors91,063$1.01M0.05%+319+0.4%Added
Van Hulzen Asset Management, LLC89,895$995.0K0.11%−3,536−3.8%Reduced
Atria Wealth Solutions, Inc.75,178$826.9K0.01%−17,635−19.0%Reduced
Sit Investment Associates Inc70,852$784.0K0.02%+50,352+245.6%Added
Apriem Advisors68,145$754.4K0.13%−2,075−3.0%Reduced
City of London Investment Management Co Ltd65,000$719.9K0.06%00.0%Unchanged
Hollencrest Capital Management59,128$654.5K0.08%+25,898+77.9%Added
Cetera Investment Advisers58,846$651.4K0.01%−164−0.3%Reduced
RB Capital Management, LLC56,084$620.8K0.23%−22,947−29.0%Reduced
Bartlett & Co. Wealth Management LLC54,500$603.3K0.01%+6,000+12.4%Added
Bartlett & Co. LLC54,500$603.0K0.01%+6,000+12.4%Added
Ameriprise Financial Inc52,793$584.0K0.00%+849+1.6%Added
Commonwealth Equity Services, LLC50,713$561.0K0.00%−6,060−10.7%Reduced
Obermeyer Wood Investment Counsel, LLLP50,596$560.1K0.04%00.0%Unchanged
Gamble Jones Investment Counsel48,541$537.3K0.04%00.0%Unchanged
Oder Investment Management, LLC46,467$514.4K0.64%+2,891+6.6%Added
Destination Wealth Management46,290$512.4K0.02%+46,290New
Everett Harris & Co46,000$509.0K0.01%00.0%Unchanged
Cooper Financial Group43,306$479.4K0.15%+711+1.7%Added
Private Wealth Partners, LLC41,658$461.2K0.05%−2,860−6.4%Reduced
Susquehanna International Group, LLP41,160$455.6K0.00%+41,160New
HighTower Advisors, LLC38,796$429.0K0.00%−3,311−7.9%Reduced
Stifel Financial Corp36,569$404.8K0.00%−1,942−5.0%Reduced
National Asset Management, Inc.34,042$376.8K0.01%−160−0.5%Reduced
Castle Rock Wealth Management, LLC30,182$345.2K0.15%−7,512−19.9%Reduced
Gerber Kawasaki Wealth & Investment Management30,485$337.5K0.03%−16,655−35.3%Reduced
Raymond James Financial Services Advisors, Inc.27,836$308.1K0.00%−8,543−23.5%Reduced
Pacific Wealth Strategies Group, Inc.26,100$288.9K0.39%−190,101−87.9%Reduced
Southland Equity Partners LLC25,250$279.5K0.11%+25,250New
Virtu Financial LLC24,919$276.0K0.04%+24,919New
Whittier Trust Co of Nevada Inc24,642$272.8K0.01%+2,670+12.2%Added
International Assets Investment Management, LLC24,416$270.3K0.03%+24,416New
Weinberger Asset Management, Inc23,640$261.7K0.16%00.0%Unchanged
MKT Advisors LLC23,060$259.0K0.20%00.0%Unchanged
Vivaldi Capital Management, LLC22,764$257.0K0.06%+1,356+6.3%Added
Wolverine Asset Management LLC23,059$255.3K0.00%+23,059New
Ackerman Capital Advisors, LLC21,868$242.1K0.07%+21,868New
Running Point Capital Advisors, LLC21,400$236.9K0.15%−10,200−32.3%Reduced
Ameritas Advisory Services, LLC20,974$232.2K0.01%−19,617−48.3%Reduced
First American Trust, FSB21,000$232.0K0.04%00.0%Unchanged
Choate Investment Advisors20,500$226.9K0.01%00.0%Unchanged
Walleye Capital LLC20,198$223.6K0.00%+20,198New
Laurel Wealth Advisors, Inc.19,491$216.0K0.02%−1,160−5.6%Reduced
Parallel Advisors, LLC18,539$205.2K0.01%−2,685−12.7%Reduced
Pensionmark Financial Group, LLC17,848$197.6K0.05%+17,848New
Ford Financial Group, LLC16,791$185.9K0.07%+16,791New
NewEdge Wealth, LLC16,638$184.2K0.01%+2,836+20.5%Added
C2C Wealth Management, LLC14,812$169.3K0.03%00.0%Unchanged
Western Wealth Management, LLC15,049$166.6K0.02%−31,638−67.8%Reduced
Grassi Investment Management15,000$166.0K0.02%00.0%Unchanged
Alpha Cubed Investments, LLC14,355$158.9K0.01%00.0%Unchanged
Pure Financial Advisors, Inc.14,250$157.7K0.01%00.0%Unchanged
Tortoise Investment Management, LLC13,611$150.7K0.03%+13,611New
Citadel Advisors LLC12,645$140.0K0.00%+12,645New
Lindbrook Capital, LLC12,453$137.9K0.02%00.0%Unchanged
Miracle Mile Advisors, LLC12,312$136.3K0.00%00.0%Unchanged
Weaver Consulting Group12,289$136.0K0.07%−139−1.1%Reduced
Vista Investment Management12,282$136.0K0.08%00.0%Unchanged
Saba Capital Management, L.P.12,218$135.3K0.00%+12,218New
Melfa Wealth Management, LLC11,996$132.8K0.14%+11,996New
Axxcess Wealth Management, LLC11,747$130.0K0.01%00.0%Unchanged
Hoylecohen, LLC11,731$129.9K0.01%00.0%Unchanged
KWB Wealth11,687$129.4K0.02%−46,748−80.0%Reduced
WealthPlan Investment Management, LLC11,100$126.2K0.01%00.0%Unchanged
WealthPLAN Partners, LLC11,100$125.1K0.01%+11,100New
Riverview Trust Co10,612$117.0K0.11%00.0%Unchanged