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, Q2 2023
Institutional positions in Nuveen California Quality Municipal Income Fund as of Jun 30, 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
- 111
- −5 vs. Q1 2023
- Shares held
- 31.5M
- +4.36M (+16.0%) vs. Q1 2023
- Total value
- $344.2M
- +$45.2M (+15.1%) vs. Q1 2023
- New holders
- 10
- 40 more added
- Sold out
- 15
- 29 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 5,576,519 | $60.9M | 3.04% | +1,033,790+22.8% | Added |
| Karpus Management, Inc. | 4,209,650 | $46.0M | 1.44% | +1,058,498+33.6% | Added |
| Saba Capital Management, L.P. | 4,120,117 | $45.0M | 1.48% | +1,861,203+82.4% | Added |
| Morgan Stanley | 2,993,142 | $32.7M | 0.00% | +158,205+5.6% | Added |
| UBS Group AG | 1,998,837 | $21.8M | 0.01% | −85,397−4.1% | Reduced |
| Guggenheim Capital LLC | 1,344,972 | $14.7M | 0.12% | −256,377−16.0% | Reduced |
| Wells Fargo & Company | 1,088,453 | $11.9M | 0.00% | −205,819−15.9% | Reduced |
| Logan Stone Capital, LLC | 1,042,831 | $11.4M | 3.86% | +306,432+41.6% | Added |
| Penserra Capital Management LLC | 807,950 | $8.82M | 0.17% | +50,360+6.6% | Added |
| Mariner, LLC | 623,496 | $6.81M | 0.02% | −32,127−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 597,373 | $6.52M | 0.39% | +10,379+1.8% | Added |
| Advisors Asset Management, Inc. | 488,874 | $5.34M | 0.11% | +7,043+1.5% | Added |
| Rockefeller Capital Management L.P. | 467,189 | $5.10M | 0.02% | +94,350+25.3% | Added |
| Allianz Asset Management GmbH | 401,979 | $4.39M | 0.01% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 378,823 | $4.14M | 1.72% | +378,823 | New |
| CNH Partners LLC | 278,377 | $3.04M | 0.13% | +35,199+14.5% | Added |
| Whittier Trust Co | 264,513 | $2.89M | 0.05% | −142,925−35.1% | Reduced |
| LPL Financial LLC | 254,724 | $2.78M | 0.00% | +38,552+17.8% | Added |
| Bank of America Corp | 220,117 | $2.40M | 0.00% | +14,624+7.1% | Added |
| Advisor Group Holdings, Inc. | 205,555 | $2.24M | 0.00% | +31,908+18.4% | Added |
| Resources Investment Advisors, LLC. | 168,720 | $1.84M | 0.04% | +26,391+18.5% | Added |
| Hall Private Wealth Advisors | 160,519 | $1.75M | 0.95% | 00.0% | Unchanged |
| Davidson Trust Co | 157,264 | $1.72M | 1.24% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 150,869 | $1.65M | 0.06% | +997+0.7% | Added |
| Regatta Capital Group, LLC | 149,578 | $1.63M | 0.52% | −62,706−29.5% | Reduced |
| Evoke Wealth, LLC | 144,015 | $1.58M | 0.05% | +2,300+1.6% | Added |
| Wedbush Securities Inc | 143,049 | $1.56M | 0.07% | −8,958−5.9% | Reduced |
| Dakota Wealth Management | 141,950 | $1.55M | 0.07% | −4,175−2.9% | Reduced |
| Royal Bank of Canada | 135,777 | $1.48M | 0.00% | −35,561−20.8% | Reduced |
| Ignite Planners, LLC | 131,112 | $1.41M | 0.54% | +741+0.6% | Added |
| Mutual Advisors, LLC | 116,642 | $1.27M | 0.05% | +14,989+14.7% | Added |
| Prime Capital Investment Advisors, LLC | 112,944 | $1.23M | 0.02% | +112,944 | New |
| Raymond James & Associates | 108,817 | $1.19M | 0.00% | −4,866−4.3% | Reduced |
| D.A. Davidson & Co. | 85,879 | $937.8K | 0.01% | −5,161−5.7% | Reduced |
| Cerity Partners LLC | 81,857 | $893.9K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 81,320 | $888.0K | 0.08% | −4,388−5.1% | Reduced |
| Sit Investment Associates Inc | 80,852 | $883.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 77,668 | $848.1K | 0.04% | +22,789+41.5% | Added |
| Landscape Capital Management, L.L.C. | 75,256 | $821.8K | 0.11% | −526−0.7% | Reduced |
| Southland Equity Partners LLC | 67,550 | $737.6K | 0.25% | +3,900+6.1% | Added |
| Wolverine Asset Management LLC | 67,526 | $737.4K | 0.01% | +12,069+21.8% | Added |
| Ameriprise Financial Inc | 67,252 | $734.4K | 0.00% | +15,179+29.1% | Added |
| Cetera Investment Advisers | 65,966 | $720.3K | 0.01% | +180+0.3% | Added |
| Apriem Advisors | 65,195 | $711.9K | 0.11% | −1,500−2.2% | Reduced |
| City of London Investment Management Co Ltd | 65,000 | $709.5K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 57,478 | $627.7K | 0.07% | −1,650−2.8% | Reduced |
| Bartlett & Co. LLC | 55,550 | $609.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 55,550 | $608.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 54,813 | $598.6K | 0.09% | +6,346+13.1% | Added |
| Commonwealth Equity Services, LLC | 54,404 | $594.0K | 0.00% | +1,838+3.5% | Added |
| Integrated Wealth Concepts LLC | 48,243 | $526.8K | 0.01% | +16,516+52.1% | Added |
| Oder Investment Management, LLC | 47,638 | $520.2K | 0.57% | −3,152−6.2% | Reduced |
| Everett Harris & Co | 46,000 | $502.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,983 | $491.2K | 0.00% | +1,384+3.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 44,730 | $488.5K | 0.04% | −5,866−11.6% | Reduced |
| Cooper Financial Group | 43,825 | $478.6K | 0.12% | +290+0.7% | Added |
| Stifel Financial Corp | 43,057 | $470.2K | 0.00% | +2,242+5.5% | Added |
| HighTower Advisors, LLC | 42,214 | $461.0K | 0.00% | +4,013+10.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 38,460 | $420.0K | 0.14% | +38,460 | New |
| Cornerstone Wealth Management, LLC | 37,980 | $414.7K | 0.04% | +37,980 | New |
| Core Wealth Partners LLC | 37,543 | $410.0K | 0.38% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 34,606 | $379.1K | 0.01% | −233−0.7% | Reduced |
| RB Capital Management, LLC | 33,608 | $367.0K | 0.11% | −19,917−37.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,509 | $355.0K | 0.36% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31,544 | $344.5K | 0.01% | +10,774+51.9% | Added |
| Wellspring Financial Advisors, LLC | 26,600 | $290.5K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 26,450 | $288.8K | 0.02% | −9,988−27.4% | Reduced |
| National Asset Management, Inc. | 26,120 | $286.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 26,000 | $283.9K | 0.03% | +10,000+62.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,372 | $255.2K | 0.01% | +23,372 | New |
| Weinberger Asset Management, Inc | 23,185 | $253.2K | 0.14% | −455−1.9% | Reduced |
| MKT Advisors LLC | 23,060 | $250.0K | 0.18% | 00.0% | Unchanged |
| First American Trust, FSB | 21,000 | $229.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 20,945 | $228.7K | 0.00% | +18,182+658.1% | Added |
| Choate Investment Advisors | 20,500 | $223.9K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 18,375 | $197.2K | 0.07% | −8,939−32.7% | Reduced |
| Pensionmark Financial Group, LLC | 17,848 | $195.5K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,351 | $190.6K | 0.00% | −1,090−9.5% | Reduced |
| Perigon Wealth Management, LLC | 17,199 | $187.8K | 0.01% | +17+0.1% | Added |
| Weaver Consulting Group | 16,500 | $180.2K | 0.08% | −1,789−9.8% | Reduced |
| Western Wealth Management, LLC | 15,049 | $164.3K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $164.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,969 | $163.5K | 0.00% | −11,758−44.0% | Reduced |
| Bokf, NA | 14,525 | $158.6K | 0.00% | +14,525 | New |
| Alpha Cubed Investments, LLC | 14,355 | $156.8K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,250 | $155.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,831 | $151.0K | 0.00% | −4,708−25.4% | Reduced |
| KWB Wealth | 12,744 | $139.2K | 0.02% | +248+2.0% | Added |
| Perennial Investment Advisors, LLC | 12,512 | $136.6K | 0.02% | −4,600−26.9% | Reduced |
| JPMorgan Chase & Co | 12,202 | $133.2K | 0.00% | +11,946+4,666.4% | Added |
| Melfa Wealth Management, LLC | 11,996 | $131.0K | 0.13% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 11,750 | $128.7K | 0.03% | +11,750 | New |
| Axxcess Wealth Management, LLC | 11,747 | $128.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $115.9K | 0.11% | 00.0% | Unchanged |
| Hoylecohen, LLC | 10,575 | $115.5K | 0.01% | −1,156−9.9% | Reduced |
| EWG Elevate Inc. | 10,218 | $111.6K | 0.05% | +10,218 | New |
| Rinkey Investments | 10,000 | $109.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 6,739 | $73.6K | 0.00% | +39+0.6% | Added |
| WealthPLAN Partners, LLC | 5,000 | $54.6K | 0.01% | −6,100−55.0% | Reduced |
| CWM, LLC | 1,983 | $22.0K | 0.00% | 00.0% | Unchanged |