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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 58 | $1.00K | 0.00% | +58 | New |
| The PNC Financial Services Group, Inc. | 400 | $4.43K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 477 | $5.28K | 0.00% | +477 | New |
| SOA Wealth Advisors, LLC. | 824 | $9.12K | 0.00% | +11+1.4% | Added |
| Money Concepts Capital Corp | 1,016 | $11.2K | 0.00% | +1,016 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $16.6K | 0.00% | −700−31.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,656 | $18.3K | 0.00% | +1,656 | New |
| Northwestern Mutual Wealth Management Co | 1,925 | $21.3K | 0.00% | −5,702−74.8% | Reduced |
| CWM, LLC | 1,983 | $22.0K | 0.00% | −4,169−67.8% | Reduced |
| Resurgent Financial Advisors LLC | 2,264 | $25.1K | 0.01% | +2,264 | New |
| US Bancorp | 2,763 | $30.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,675 | $73.9K | 0.00% | +65+1.0% | Added |
| EWG Elevate Inc. | 6,755 | $74.8K | 0.04% | +6,755 | New |
| Rinkey Investments | 10,000 | $110.7K | 0.07% | 00.0% | Unchanged |
| Northern Trust Corp | 10,383 | $114.9K | 0.00% | +10,383 | New |
| Cambridge Investment Research Advisors, Inc. | 10,452 | $116.0K | 0.00% | +10,452 | New |
| Riverview Trust Co | 10,612 | $117.0K | 0.11% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 11,100 | $125.1K | 0.01% | +11,100 | New |
| WealthPlan Investment Management, LLC | 11,100 | $126.2K | 0.01% | 00.0% | Unchanged |
| KWB Wealth | 11,687 | $129.4K | 0.02% | −46,748−80.0% | Reduced |
| Hoylecohen, LLC | 11,731 | $129.9K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $130.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,996 | $132.8K | 0.14% | +11,996 | New |
| Saba Capital Management, L.P. | 12,218 | $135.3K | 0.00% | +12,218 | New |
| Vista Investment Management | 12,282 | $136.0K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 12,289 | $136.0K | 0.07% | −139−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 12,312 | $136.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,453 | $137.9K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,645 | $140.0K | 0.00% | +12,645 | New |
| Tortoise Investment Management, LLC | 13,611 | $150.7K | 0.03% | +13,611 | New |
| Pure Financial Advisors, Inc. | 14,250 | $157.7K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $158.9K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $166.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $166.6K | 0.02% | −31,638−67.8% | Reduced |
| C2C Wealth Management, LLC | 14,812 | $169.3K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 16,638 | $184.2K | 0.01% | +2,836+20.5% | Added |
| Ford Financial Group, LLC | 16,791 | $185.9K | 0.07% | +16,791 | New |
| Pensionmark Financial Group, LLC | 17,848 | $197.6K | 0.05% | +17,848 | New |
| Parallel Advisors, LLC | 18,539 | $205.2K | 0.01% | −2,685−12.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,491 | $216.0K | 0.02% | −1,160−5.6% | Reduced |
| Walleye Capital LLC | 20,198 | $223.6K | 0.00% | +20,198 | New |
| Choate Investment Advisors | 20,500 | $226.9K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $232.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,974 | $232.2K | 0.01% | −19,617−48.3% | Reduced |
| Running Point Capital Advisors, LLC | 21,400 | $236.9K | 0.15% | −10,200−32.3% | Reduced |
| Ackerman Capital Advisors, LLC | 21,868 | $242.1K | 0.07% | +21,868 | New |
| Wolverine Asset Management LLC | 23,059 | $255.3K | 0.00% | +23,059 | New |
| Vivaldi Capital Management, LLC | 22,764 | $257.0K | 0.06% | +1,356+6.3% | Added |
| MKT Advisors LLC | 23,060 | $259.0K | 0.20% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 23,640 | $261.7K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 24,416 | $270.3K | 0.03% | +24,416 | New |
| Whittier Trust Co of Nevada Inc | 24,642 | $272.8K | 0.01% | +2,670+12.2% | Added |
| Virtu Financial LLC | 24,919 | $276.0K | 0.04% | +24,919 | New |
| Southland Equity Partners LLC | 25,250 | $279.5K | 0.11% | +25,250 | New |
| Pacific Wealth Strategies Group, Inc. | 26,100 | $288.9K | 0.39% | −190,101−87.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,836 | $308.1K | 0.00% | −8,543−23.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 30,485 | $337.5K | 0.03% | −16,655−35.3% | Reduced |
| Castle Rock Wealth Management, LLC | 30,182 | $345.2K | 0.15% | −7,512−19.9% | Reduced |
| National Asset Management, Inc. | 34,042 | $376.8K | 0.01% | −160−0.5% | Reduced |
| Stifel Financial Corp | 36,569 | $404.8K | 0.00% | −1,942−5.0% | Reduced |
| HighTower Advisors, LLC | 38,796 | $429.0K | 0.00% | −3,311−7.9% | Reduced |
| Susquehanna International Group, LLP | 41,160 | $455.6K | 0.00% | +41,160 | New |
| Private Wealth Partners, LLC | 41,658 | $461.2K | 0.05% | −2,860−6.4% | Reduced |
| Cooper Financial Group | 43,306 | $479.4K | 0.15% | +711+1.7% | Added |
| Everett Harris & Co | 46,000 | $509.0K | 0.01% | 00.0% | Unchanged |
| Destination Wealth Management | 46,290 | $512.4K | 0.02% | +46,290 | New |
| Oder Investment Management, LLC | 46,467 | $514.4K | 0.64% | +2,891+6.6% | Added |
| Gamble Jones Investment Counsel | 48,541 | $537.3K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 50,596 | $560.1K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 50,713 | $561.0K | 0.00% | −6,060−10.7% | Reduced |
| Ameriprise Financial Inc | 52,793 | $584.0K | 0.00% | +849+1.6% | Added |
| Bartlett & Co. LLC | 54,500 | $603.0K | 0.01% | +6,000+12.4% | Added |
| Bartlett & Co. Wealth Management LLC | 54,500 | $603.3K | 0.01% | +6,000+12.4% | Added |
| RB Capital Management, LLC | 56,084 | $620.8K | 0.23% | −22,947−29.0% | Reduced |
| Cetera Investment Advisers | 58,846 | $651.4K | 0.01% | −164−0.3% | Reduced |
| Hollencrest Capital Management | 59,128 | $654.5K | 0.08% | +25,898+77.9% | Added |
| City of London Investment Management Co Ltd | 65,000 | $719.9K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 68,145 | $754.4K | 0.13% | −2,075−3.0% | Reduced |
| Sit Investment Associates Inc | 70,852 | $784.0K | 0.02% | +50,352+245.6% | Added |
| Atria Wealth Solutions, Inc. | 75,178 | $826.9K | 0.01% | −17,635−19.0% | Reduced |
| Van Hulzen Asset Management, LLC | 89,895 | $995.0K | 0.11% | −3,536−3.8% | Reduced |
| First Foundation Advisors | 91,063 | $1.01M | 0.05% | +319+0.4% | Added |
| Landscape Capital Management, L.L.C. | 91,958 | $1.02M | 0.15% | +91,958 | New |
| Mutual Advisors, LLC | 103,183 | $1.14M | 0.05% | +46,339+81.5% | Added |
| Dakota Wealth Management | 106,525 | $1.18M | 0.08% | +106,525 | New |
| Prime Capital Investment Advisors, LLC | 110,283 | $1.22M | 0.05% | +110,283 | New |
| Raymond James & Associates | 112,015 | $1.24M | 0.00% | −7,235−6.1% | Reduced |
| Almitas Capital LLC | 112,256 | $1.24M | 0.57% | +112,256 | New |
| D.A. Davidson & Co. | 117,651 | $1.30M | 0.02% | +4,514+4.0% | Added |
| Ignite Planners, LLC | 130,240 | $1.49M | 0.62% | +31,156+31.4% | Added |
| Evoke Wealth, LLC | 137,702 | $1.52M | 0.06% | +8,720+6.8% | Added |
| CNH Partners LLC | 142,956 | $1.58M | 0.04% | +142,956 | New |
| Wedbush Securities Inc | 150,711 | $1.67M | 0.09% | −903−0.6% | Reduced |
| Snowden Capital Advisors LLC | 152,563 | $1.69M | 0.07% | +23,917+18.6% | Added |
| Bank of America Corp | 156,039 | $1.73M | 0.00% | −65,442−29.5% | Reduced |
| Hall Private Wealth Advisors | 156,966 | $1.74M | 0.99% | −88,428−36.0% | Reduced |
| Davidson Trust Co | 157,264 | $1.74M | 1.54% | −15,500−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 165,368 | $1.83M | 0.00% | −49,598−23.1% | Reduced |
| Resources Investment Advisors, LLC. | 168,785 | $1.87M | 0.05% | −6,332−3.6% | Reduced |