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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.

Institutional holdersQ2 2023: 111 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 heldQ2 2023: $344.2M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2023.

Institutions holding NAC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nalls Sherbakoff Group, LLC203$2.15K0.00%00.0%Unchanged
Farther Finance Advisors, LLC444$4.85K0.00%+444New
DB Wealth Management Group, LLC477$5.21K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.841$9.18K0.00%+8+1.0%Added
Carmel Capital Partners, LLC1,444$15.8K0.01%00.0%Unchanged
Capital Analysts, LLC1,430$16.0K0.00%+14+1.0%Added
Main Management LLC1,500$16.0K0.00%+1,500New
Steward Partners Investment Advisory, LLC1,500$16.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,619$17.7K0.00%+216+15.4%Added
Baker Avenue Asset Management, LP1,656$18.1K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$21.0K0.03%00.0%Unchanged
CWM, LLC1,983$22.0K0.00%00.0%Unchanged
WealthPLAN Partners, LLC5,000$54.6K0.01%−6,100−55.0%Reduced
Allworth Financial LP6,739$73.6K0.00%+39+0.6%Added
Rinkey Investments10,000$109.2K0.05%00.0%Unchanged
EWG Elevate Inc.10,218$111.6K0.05%+10,218New
Hoylecohen, LLC10,575$115.5K0.01%−1,156−9.9%Reduced
Riverview Trust Co10,612$115.9K0.11%00.0%Unchanged
Axxcess Wealth Management, LLC11,747$128.3K0.01%00.0%Unchanged
Octavia Wealth Advisors, LLC11,750$128.7K0.03%+11,750New
Melfa Wealth Management, LLC11,996$131.0K0.13%00.0%Unchanged
JPMorgan Chase & Co12,202$133.2K0.00%+11,946+4,666.4%Added
Perennial Investment Advisors, LLC12,512$136.6K0.02%−4,600−26.9%Reduced
KWB Wealth12,744$139.2K0.02%+248+2.0%Added
Parallel Advisors, LLC13,831$151.0K0.00%−4,708−25.4%Reduced
Pure Financial Advisors, Inc.14,250$155.6K0.01%00.0%Unchanged
Alpha Cubed Investments, LLC14,355$156.8K0.01%00.0%Unchanged
Bokf, NA14,525$158.6K0.00%+14,525New
Raymond James Financial Services Advisors, Inc.14,969$163.5K0.00%−11,758−44.0%Reduced
Grassi Investment Management15,000$164.0K0.02%00.0%Unchanged
Western Wealth Management, LLC15,049$164.3K0.01%00.0%Unchanged
Weaver Consulting Group16,500$180.2K0.08%−1,789−9.8%Reduced
Perigon Wealth Management, LLC17,199$187.8K0.01%+17+0.1%Added
EP Wealth Advisors, LLC10,351$190.6K0.00%−1,090−9.5%Reduced
Pensionmark Financial Group, LLC17,848$195.5K0.04%00.0%Unchanged
Castle Rock Wealth Management, LLC18,375$197.2K0.07%−8,939−32.7%Reduced
Choate Investment Advisors20,500$223.9K0.01%00.0%Unchanged
US Bancorp20,945$228.7K0.00%+18,182+658.1%Added
First American Trust, FSB21,000$229.0K0.03%00.0%Unchanged
MKT Advisors LLC23,060$250.0K0.18%00.0%Unchanged
Weinberger Asset Management, Inc23,185$253.2K0.14%−455−1.9%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management23,372$255.2K0.01%+23,372New
Private Wealth Partners, LLC26,000$283.9K0.03%+10,000+62.5%Added
National Asset Management, Inc.26,120$286.2K0.01%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management26,450$288.8K0.02%−9,988−27.4%Reduced
Wellspring Financial Advisors, LLC26,600$290.5K0.08%00.0%Unchanged
Whittier Trust Co of Nevada Inc31,544$344.5K0.01%+10,774+51.9%Added
Pacific Wealth Strategies Group, Inc.32,509$355.0K0.36%00.0%Unchanged
RB Capital Management, LLC33,608$367.0K0.11%−19,917−37.2%Reduced
Atria Wealth Solutions, Inc.34,606$379.1K0.01%−233−0.7%Reduced
Core Wealth Partners LLC37,543$410.0K0.38%00.0%Unchanged
Cornerstone Wealth Management, LLC37,980$414.7K0.04%+37,980New
Rosenblum Silverman Sutton S F Inc38,460$420.0K0.14%+38,460New
HighTower Advisors, LLC42,214$461.0K0.00%+4,013+10.5%Added
Stifel Financial Corp43,057$470.2K0.00%+2,242+5.5%Added
Cooper Financial Group43,825$478.6K0.12%+290+0.7%Added
Obermeyer Wood Investment Counsel, LLLP44,730$488.5K0.04%−5,866−11.6%Reduced
Susquehanna International Group, LLP44,983$491.2K0.00%+1,384+3.2%Added
Everett Harris & Co46,000$502.3K0.01%00.0%Unchanged
Oder Investment Management, LLC47,638$520.2K0.57%−3,152−6.2%Reduced
Integrated Wealth Concepts LLC48,243$526.8K0.01%+16,516+52.1%Added
Commonwealth Equity Services, LLC54,404$594.0K0.00%+1,838+3.5%Added
Tortoise Investment Management, LLC54,813$598.6K0.09%+6,346+13.1%Added
Bartlett & Co. Wealth Management LLC55,550$608.6K0.01%00.0%Unchanged
Bartlett & Co. LLC55,550$609.0K0.01%00.0%Unchanged
Hollencrest Capital Management57,478$627.7K0.07%−1,650−2.8%Reduced
City of London Investment Management Co Ltd65,000$709.5K0.06%00.0%Unchanged
Apriem Advisors65,195$711.9K0.11%−1,500−2.2%Reduced
Cetera Investment Advisers65,966$720.3K0.01%+180+0.3%Added
Ameriprise Financial Inc67,252$734.4K0.00%+15,179+29.1%Added
Wolverine Asset Management LLC67,526$737.4K0.01%+12,069+21.8%Added
Southland Equity Partners LLC67,550$737.6K0.25%+3,900+6.1%Added
Landscape Capital Management, L.L.C.75,256$821.8K0.11%−526−0.7%Reduced
First Foundation Advisors77,668$848.1K0.04%+22,789+41.5%Added
Sit Investment Associates Inc80,852$883.0K0.02%00.0%Unchanged
Van Hulzen Asset Management, LLC81,320$888.0K0.08%−4,388−5.1%Reduced
Cerity Partners LLC81,857$893.9K0.00%00.0%Unchanged
D.A. Davidson & Co.85,879$937.8K0.01%−5,161−5.7%Reduced
Raymond James & Associates108,817$1.19M0.00%−4,866−4.3%Reduced
Prime Capital Investment Advisors, LLC112,944$1.23M0.02%+112,944New
Mutual Advisors, LLC116,642$1.27M0.05%+14,989+14.7%Added
Ignite Planners, LLC131,112$1.41M0.54%+741+0.6%Added
Royal Bank of Canada135,777$1.48M0.00%−35,561−20.8%Reduced
Dakota Wealth Management141,950$1.55M0.07%−4,175−2.9%Reduced
Wedbush Securities Inc143,049$1.56M0.07%−8,958−5.9%Reduced
Evoke Wealth, LLC144,015$1.58M0.05%+2,300+1.6%Added
Regatta Capital Group, LLC149,578$1.63M0.52%−62,706−29.5%Reduced
Snowden Capital Advisors LLC150,869$1.65M0.06%+997+0.7%Added
Davidson Trust Co157,264$1.72M1.24%00.0%Unchanged
Hall Private Wealth Advisors160,519$1.75M0.95%00.0%Unchanged
Resources Investment Advisors, LLC.168,720$1.84M0.04%+26,391+18.5%Added
Advisor Group Holdings, Inc.205,555$2.24M0.00%+31,908+18.4%Added
Bank of America Corp220,117$2.40M0.00%+14,624+7.1%Added
LPL Financial LLC254,724$2.78M0.00%+38,552+17.8%Added
Whittier Trust Co264,513$2.89M0.05%−142,925−35.1%Reduced
CNH Partners LLC278,377$3.04M0.13%+35,199+14.5%Added
Beach Point Capital Management LP378,823$4.14M1.72%+378,823New
Allianz Asset Management GmbH401,979$4.39M0.01%00.0%Unchanged
Rockefeller Capital Management L.P.467,189$5.10M0.02%+94,350+25.3%Added
Advisors Asset Management, Inc.488,874$5.34M0.11%+7,043+1.5%Added