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, Q1 2023
Institutional positions in Nuveen California Quality Municipal Income Fund as of Mar 31, 2023. 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
- +2 vs. Q4 2022
- Shares held
- 27.2M
- +4.76M (+21.3%) vs. Q4 2022
- Total value
- $299.0M
- +$51.0M (+20.6%) vs. Q4 2022
- New holders
- 20
- 40 more added
- Sold out
- 18
- 27 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,542,729 | $50.0M | 2.42% | +420,181+10.2% | Added |
| Karpus Management, Inc. | 3,151,152 | $34.7M | 1.09% | +2,224,267+240.0% | Added |
| Morgan Stanley | 2,834,937 | $31.2M | 0.00% | +167,516+6.3% | Added |
| Saba Capital Management, L.P. | 2,258,914 | $24.9M | 0.60% | +2,246,696+18,388.4% | Added |
| UBS Group AG | 2,084,234 | $22.9M | 0.01% | −493,997−19.2% | Reduced |
| Guggenheim Capital LLC | 1,601,349 | $17.6M | 0.15% | −782,216−32.8% | Reduced |
| Wells Fargo & Company | 1,294,272 | $14.2M | 0.00% | +70,491+5.8% | Added |
| Penserra Capital Management LLC | 757,590 | $8.34M | 0.17% | +757,590 | New |
| Logan Stone Capital, LLC | 736,399 | $8.11M | 3.21% | +238,051+47.8% | Added |
| Mariner, LLC | 655,623 | $7.22M | 0.02% | −28,052−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 586,994 | $6.46M | 0.40% | +36,925+6.7% | Added |
| Advisors Asset Management, Inc. | 481,831 | $5.30M | 0.11% | +56,265+13.2% | Added |
| Whittier Trust Co | 407,438 | $4.49M | 0.08% | −56,810−12.2% | Reduced |
| Allianz Asset Management GmbH | 401,979 | $4.43M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 372,839 | $4.10M | 0.02% | +43,675+13.3% | Added |
| CNH Partners LLC | 243,178 | $2.68M | 0.08% | +100,222+70.1% | Added |
| LPL Financial LLC | 216,172 | $2.38M | 0.00% | +15,131+7.5% | Added |
| Regatta Capital Group, LLC | 212,284 | $2.35M | 0.84% | 00.0% | Unchanged |
| Bank of America Corp | 205,493 | $2.26M | 0.00% | +49,454+31.7% | Added |
| Advisor Group Holdings, Inc. | 173,647 | $1.91M | 0.00% | +8,279+5.0% | Added |
| Royal Bank of Canada | 171,338 | $1.89M | 0.00% | −4,904−2.8% | Reduced |
| Hall Private Wealth Advisors | 160,519 | $1.77M | 0.92% | +3,553+2.3% | Added |
| Davidson Trust Co | 157,264 | $1.73M | 1.33% | 00.0% | Unchanged |
| Wedbush Securities Inc | 152,007 | $1.67M | 0.08% | +1,296+0.9% | Added |
| Snowden Capital Advisors LLC | 149,872 | $1.65M | 0.06% | −2,691−1.8% | Reduced |
| Dakota Wealth Management | 146,125 | $1.61M | 0.11% | +39,600+37.2% | Added |
| Resources Investment Advisors, LLC. | 142,329 | $1.57M | 0.04% | −26,456−15.7% | Reduced |
| Evoke Wealth, LLC | 141,715 | $1.57M | 0.06% | +4,013+2.9% | Added |
| Ignite Planners, LLC | 130,371 | $1.43M | 0.59% | +131+0.1% | Added |
| Raymond James & Associates | 113,683 | $1.25M | 0.00% | +1,668+1.5% | Added |
| Mutual Advisors, LLC | 101,653 | $1.12M | 0.05% | −1,530−1.5% | Reduced |
| D.A. Davidson & Co. | 91,040 | $1.00M | 0.01% | −26,611−22.6% | Reduced |
| Van Hulzen Asset Management, LLC | 85,708 | $944.0K | 0.09% | −4,187−4.7% | Reduced |
| Cerity Partners LLC | 81,857 | $901.2K | 0.00% | +81,857 | New |
| Sit Investment Associates Inc | 80,852 | $890.0K | 0.02% | +10,000+14.1% | Added |
| Landscape Capital Management, L.L.C. | 75,782 | $834.4K | 0.11% | −16,176−17.6% | Reduced |
| Apriem Advisors | 66,695 | $734.3K | 0.12% | −1,450−2.1% | Reduced |
| Cetera Investment Advisers | 65,786 | $724.3K | 0.01% | +6,940+11.8% | Added |
| City of London Investment Management Co Ltd | 65,000 | $714.7K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 63,650 | $700.8K | 0.28% | +38,400+152.1% | Added |
| Hollencrest Capital Management | 59,128 | $651.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 55,550 | $614.0K | 0.01% | +1,050+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 55,550 | $613.6K | 0.01% | +1,050+1.9% | Added |
| Wolverine Asset Management LLC | 55,457 | $610.6K | 0.01% | +32,398+140.5% | Added |
| First Foundation Advisors | 54,879 | $604.2K | 0.03% | −36,184−39.7% | Reduced |
| RB Capital Management, LLC | 53,525 | $589.3K | 0.19% | −2,559−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 52,566 | $578.0K | 0.00% | +1,853+3.7% | Added |
| Ameriprise Financial Inc | 52,073 | $573.3K | 0.00% | −720−1.4% | Reduced |
| Oder Investment Management, LLC | 50,790 | $559.2K | 0.65% | +4,323+9.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 50,596 | $557.1K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48,467 | $533.6K | 0.09% | +34,856+256.1% | Added |
| Everett Harris & Co | 46,000 | $506.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 43,599 | $480.0K | 0.00% | +2,439+5.9% | Added |
| Cooper Financial Group | 43,535 | $479.3K | 0.13% | +229+0.5% | Added |
| Stifel Financial Corp | 40,815 | $449.4K | 0.00% | +4,246+11.6% | Added |
| HighTower Advisors, LLC | 38,201 | $420.0K | 0.00% | −595−1.5% | Reduced |
| Core Wealth Partners LLC | 37,543 | $413.3K | 0.42% | +37,543 | New |
| Gerber Kawasaki Wealth & Investment Management | 36,438 | $401.2K | 0.03% | +5,953+19.5% | Added |
| Atria Wealth Solutions, Inc. | 34,839 | $384.8K | 0.01% | −40,339−53.7% | Reduced |
| Destination Wealth Management | 33,449 | $368.3K | 0.01% | −12,841−27.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,509 | $357.9K | 0.41% | +6,409+24.6% | Added |
| Integrated Wealth Concepts LLC | 31,727 | $349.0K | 0.01% | +31,727 | New |
| Castle Rock Wealth Management, LLC | 27,314 | $296.1K | 0.11% | −2,868−9.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,727 | $294.3K | 0.00% | −1,109−4.0% | Reduced |
| Wellspring Financial Advisors, LLC | 26,600 | $292.9K | 0.09% | +26,600 | New |
| Walleye Capital LLC | 26,231 | $288.8K | 0.01% | +6,033+29.9% | Added |
| National Asset Management, Inc. | 26,120 | $288.5K | 0.01% | −7,922−23.3% | Reduced |
| Weinberger Asset Management, Inc | 23,640 | $260.3K | 0.15% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $254.8K | 0.19% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 23,219 | $251.2K | 0.01% | +2,245+10.7% | Added |
| First American Trust, FSB | 21,000 | $231.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20,770 | $228.7K | 0.01% | −3,872−15.7% | Reduced |
| Choate Investment Advisors | 20,500 | $225.7K | 0.01% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 18,871 | $208.0K | 0.12% | +18,871 | New |
| Parallel Advisors, LLC | 18,539 | $204.1K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 18,289 | $201.4K | 0.09% | +6,000+48.8% | Added |
| Pensionmark Financial Group, LLC | 17,848 | $197.1K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 17,182 | $189.2K | 0.01% | +17,182 | New |
| Perennial Investment Advisors, LLC | 17,112 | $188.4K | 0.04% | +17,112 | New |
| Private Wealth Partners, LLC | 16,000 | $176.2K | 0.02% | −25,658−61.6% | Reduced |
| Western Wealth Management, LLC | 15,049 | $165.7K | 0.02% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $165.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $158.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,250 | $156.9K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,057 | $154.8K | 0.00% | +1,412+11.2% | Added |
| Ackerman Capital Advisors, LLC | 13,983 | $154.0K | 0.04% | −7,885−36.1% | Reduced |
| Almitas Capital LLC | 13,600 | $149.7K | 0.07% | −98,656−87.9% | Reduced |
| Tiaa, FSB | 13,265 | $146.0K | 0.00% | +13,265 | New |
| KWB Wealth | 12,496 | $138.3K | 0.03% | +809+6.9% | Added |
| Vista Investment Management | 12,282 | $135.2K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,002 | $132.1K | 0.03% | +12,002 | New |
| Melfa Wealth Management, LLC | 11,996 | $132.1K | 0.13% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,939 | $131.0K | 0.01% | +11,939 | New |
| Axxcess Wealth Management, LLC | 11,747 | $129.3K | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 11,731 | $129.2K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,441 | $126.5K | 0.00% | +11,441 | New |
| Miracle Mile Advisors, LLC | 11,400 | $125.5K | 0.00% | −912−7.4% | Reduced |
| WealthPLAN Partners, LLC | 11,100 | $122.2K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,842 | $119.4K | 0.00% | +10,842 | New |
| Riverview Trust Co | 10,612 | $116.8K | 0.11% | 00.0% | Unchanged |