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, 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.

Institutional holdersQ1 2023: 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 heldQ1 2023: $299.0M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2022.

Institutions holding NAC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nalls Sherbakoff Group, LLC203$2.22K0.00%+203New
JPMorgan Chase & Co256$3.00K0.00%+256New
The PNC Financial Services Group, Inc.400$4.40K0.00%00.0%Unchanged
DB Wealth Management Group, LLC477$5.25K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.833$9.17K0.00%+9+1.1%Added
Northwestern Mutual Wealth Management Co1,403$15.4K0.00%−522−27.1%Reduced
Carmel Capital Partners, LLC1,444$15.9K0.01%+1,444New
Capital Analysts, LLC1,416$16.0K0.00%+1,416New
Steward Partners Investment Advisory, LLC1,500$16.5K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP1,656$18.2K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,841$20.0K0.01%+1,841New
CWM, LLC1,983$22.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$22.0K0.03%+2,000New
US Bancorp2,763$30.4K0.00%00.0%Unchanged
Allworth Financial LP6,700$73.8K0.00%+25+0.4%Added
Rinkey Investments10,000$110.1K0.06%00.0%Unchanged
Nomura Holdings Inc10,000$110.1K0.00%+10,000New
Riverview Trust Co10,612$116.8K0.11%00.0%Unchanged
Jane Street Group, LLC10,842$119.4K0.00%+10,842New
WealthPLAN Partners, LLC11,100$122.2K0.01%00.0%Unchanged
Miracle Mile Advisors, LLC11,400$125.5K0.00%−912−7.4%Reduced
EP Wealth Advisors, LLC11,441$126.5K0.00%+11,441New
Hoylecohen, LLC11,731$129.2K0.01%00.0%Unchanged
Axxcess Wealth Management, LLC11,747$129.3K0.01%00.0%Unchanged
Sowell Financial Services LLC11,939$131.0K0.01%+11,939New
Melfa Wealth Management, LLC11,996$132.1K0.13%00.0%Unchanged
XTX Topco Ltd12,002$132.1K0.03%+12,002New
Vista Investment Management12,282$135.2K0.07%00.0%Unchanged
KWB Wealth12,496$138.3K0.03%+809+6.9%Added
Tiaa, FSB13,265$146.0K0.00%+13,265New
Almitas Capital LLC13,600$149.7K0.07%−98,656−87.9%Reduced
Ackerman Capital Advisors, LLC13,983$154.0K0.04%−7,885−36.1%Reduced
Citadel Advisors LLC14,057$154.8K0.00%+1,412+11.2%Added
Pure Financial Advisors, Inc.14,250$156.9K0.01%00.0%Unchanged
Alpha Cubed Investments, LLC14,355$158.0K0.01%00.0%Unchanged
Grassi Investment Management15,000$165.0K0.02%00.0%Unchanged
Western Wealth Management, LLC15,049$165.7K0.02%00.0%Unchanged
Private Wealth Partners, LLC16,000$176.2K0.02%−25,658−61.6%Reduced
Perennial Investment Advisors, LLC17,112$188.4K0.04%+17,112New
Perigon Wealth Management, LLC17,182$189.2K0.01%+17,182New
Pensionmark Financial Group, LLC17,848$197.1K0.04%00.0%Unchanged
Weaver Consulting Group18,289$201.4K0.09%+6,000+48.8%Added
Parallel Advisors, LLC18,539$204.1K0.01%00.0%Unchanged
Benedetti & Gucer, Inc.18,871$208.0K0.12%+18,871New
Choate Investment Advisors20,500$225.7K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc20,770$228.7K0.01%−3,872−15.7%Reduced
First American Trust, FSB21,000$231.0K0.03%00.0%Unchanged
Ameritas Advisory Services, LLC23,219$251.2K0.01%+2,245+10.7%Added
MKT Advisors LLC23,060$254.8K0.19%00.0%Unchanged
Weinberger Asset Management, Inc23,640$260.3K0.15%00.0%Unchanged
National Asset Management, Inc.26,120$288.5K0.01%−7,922−23.3%Reduced
Walleye Capital LLC26,231$288.8K0.01%+6,033+29.9%Added
Wellspring Financial Advisors, LLC26,600$292.9K0.09%+26,600New
Raymond James Financial Services Advisors, Inc.26,727$294.3K0.00%−1,109−4.0%Reduced
Castle Rock Wealth Management, LLC27,314$296.1K0.11%−2,868−9.5%Reduced
Integrated Wealth Concepts LLC31,727$349.0K0.01%+31,727New
Pacific Wealth Strategies Group, Inc.32,509$357.9K0.41%+6,409+24.6%Added
Destination Wealth Management33,449$368.3K0.01%−12,841−27.7%Reduced
Atria Wealth Solutions, Inc.34,839$384.8K0.01%−40,339−53.7%Reduced
Gerber Kawasaki Wealth & Investment Management36,438$401.2K0.03%+5,953+19.5%Added
Core Wealth Partners LLC37,543$413.3K0.42%+37,543New
HighTower Advisors, LLC38,201$420.0K0.00%−595−1.5%Reduced
Stifel Financial Corp40,815$449.4K0.00%+4,246+11.6%Added
Cooper Financial Group43,535$479.3K0.13%+229+0.5%Added
Susquehanna International Group, LLP43,599$480.0K0.00%+2,439+5.9%Added
Everett Harris & Co46,000$506.5K0.01%00.0%Unchanged
Tortoise Investment Management, LLC48,467$533.6K0.09%+34,856+256.1%Added
Obermeyer Wood Investment Counsel, LLLP50,596$557.1K0.04%00.0%Unchanged
Oder Investment Management, LLC50,790$559.2K0.65%+4,323+9.3%Added
Ameriprise Financial Inc52,073$573.3K0.00%−720−1.4%Reduced
Commonwealth Equity Services, LLC52,566$578.0K0.00%+1,853+3.7%Added
RB Capital Management, LLC53,525$589.3K0.19%−2,559−4.6%Reduced
First Foundation Advisors54,879$604.2K0.03%−36,184−39.7%Reduced
Wolverine Asset Management LLC55,457$610.6K0.01%+32,398+140.5%Added
Bartlett & Co. Wealth Management LLC55,550$613.6K0.01%+1,050+1.9%Added
Bartlett & Co. LLC55,550$614.0K0.01%+1,050+1.9%Added
Hollencrest Capital Management59,128$651.0K0.07%00.0%Unchanged
Southland Equity Partners LLC63,650$700.8K0.28%+38,400+152.1%Added
City of London Investment Management Co Ltd65,000$714.7K0.05%00.0%Unchanged
Cetera Investment Advisers65,786$724.3K0.01%+6,940+11.8%Added
Apriem Advisors66,695$734.3K0.12%−1,450−2.1%Reduced
Landscape Capital Management, L.L.C.75,782$834.4K0.11%−16,176−17.6%Reduced
Sit Investment Associates Inc80,852$890.0K0.02%+10,000+14.1%Added
Cerity Partners LLC81,857$901.2K0.00%+81,857New
Van Hulzen Asset Management, LLC85,708$944.0K0.09%−4,187−4.7%Reduced
D.A. Davidson & Co.91,040$1.00M0.01%−26,611−22.6%Reduced
Mutual Advisors, LLC101,653$1.12M0.05%−1,530−1.5%Reduced
Raymond James & Associates113,683$1.25M0.00%+1,668+1.5%Added
Ignite Planners, LLC130,371$1.43M0.59%+131+0.1%Added
Evoke Wealth, LLC141,715$1.57M0.06%+4,013+2.9%Added
Resources Investment Advisors, LLC.142,329$1.57M0.04%−26,456−15.7%Reduced
Dakota Wealth Management146,125$1.61M0.11%+39,600+37.2%Added
Snowden Capital Advisors LLC149,872$1.65M0.06%−2,691−1.8%Reduced
Wedbush Securities Inc152,007$1.67M0.08%+1,296+0.9%Added
Davidson Trust Co157,264$1.73M1.33%00.0%Unchanged
Hall Private Wealth Advisors160,519$1.77M0.92%+3,553+2.3%Added
Royal Bank of Canada171,338$1.89M0.00%−4,904−2.8%Reduced
Advisor Group Holdings, Inc.173,647$1.91M0.00%+8,279+5.0%Added
Bank of America Corp205,493$2.26M0.00%+49,454+31.7%Added
Regatta Capital Group, LLC212,284$2.35M0.84%00.0%Unchanged