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, Q3 2023
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 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
- 120
- +9 vs. Q2 2023
- Shares held
- 34.0M
- +2.48M (+7.9%) vs. Q2 2023
- Total value
- $328.0M
- −$16.1M (−4.7%) vs. Q2 2023
- New holders
- 16
- 29 more added
- Sold out
- 7
- 44 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,751,010 | $65.1M | 2.07% | +2,630,893+63.9% | Added |
| Rivernorth Capital Management, LLC | 5,001,685 | $48.3M | 2.50% | −574,834−10.3% | Reduced |
| Karpus Management, Inc. | 4,650,884 | $44.9M | 1.51% | +441,234+10.5% | Added |
| Morgan Stanley | 2,789,945 | $26.9M | 0.00% | −203,197−6.8% | Reduced |
| UBS Group AG | 1,763,826 | $17.0M | 0.01% | −235,011−11.8% | Reduced |
| Guggenheim Capital LLC | 1,358,504 | $13.1M | 0.11% | +13,532+1.0% | Added |
| Logan Stone Capital, LLC | 1,199,584 | $11.6M | 3.17% | +156,753+15.0% | Added |
| Wells Fargo & Company | 976,576 | $9.42M | 0.00% | −111,877−10.3% | Reduced |
| Beach Point Capital Management LP | 896,436 | $8.65M | 5.11% | +517,613+136.6% | Added |
| CNH Partners LLC | 607,323 | $5.86M | 0.26% | +328,946+118.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 596,920 | $5.76M | 0.37% | −453−0.1% | Reduced |
| Penserra Capital Management LLC | 592,617 | $5.72M | 0.12% | −215,333−26.7% | Reduced |
| Mariner, LLC | 557,440 | $5.38M | 0.01% | −66,056−10.6% | Reduced |
| Rockefeller Capital Management L.P. | 503,089 | $4.85M | 0.02% | +35,900+7.7% | Added |
| Advisors Asset Management, Inc. | 503,028 | $4.85M | 0.10% | +14,154+2.9% | Added |
| Allianz Asset Management GmbH | 401,979 | $3.88M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 252,392 | $2.44M | 0.04% | −12,121−4.6% | Reduced |
| LPL Financial LLC | 236,407 | $2.28M | 0.00% | −18,317−7.2% | Reduced |
| Hall Private Wealth Advisors | 232,655 | $2.25M | 1.51% | +72,136+44.9% | Added |
| Advisor Group Holdings, Inc. | 198,627 | $1.92M | 0.00% | −6,928−3.4% | Reduced |
| Bank of America Corp | 197,963 | $1.91M | 0.00% | −22,154−10.1% | Reduced |
| Ignite Planners, LLC | 175,121 | $1.67M | 0.51% | +44,009+33.6% | Added |
| Resources Investment Advisors, LLC. | 169,326 | $1.63M | 0.04% | +606+0.4% | Added |
| Davidson Trust Co | 157,264 | $1.52M | 1.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 157,032 | $1.52M | 0.07% | +15,082+10.6% | Added |
| Robinson Capital Management, LLC | 157,900 | $1.51M | 0.67% | +157,900 | New |
| Evoke Wealth, LLC | 145,515 | $1.41M | 0.05% | +1,500+1.0% | Added |
| Wedbush Securities Inc | 126,819 | $1.22M | 0.06% | −16,230−11.3% | Reduced |
| Regatta Capital Group, LLC | 125,522 | $1.21M | 0.38% | −24,056−16.1% | Reduced |
| Royal Bank of Canada | 110,858 | $1.07M | 0.00% | −24,919−18.4% | Reduced |
| Raymond James & Associates | 110,258 | $1.06M | 0.00% | +1,441+1.3% | Added |
| First Foundation Advisors | 76,590 | $739.1K | 0.03% | −1,078−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 75,834 | $731.8K | 0.01% | −37,110−32.9% | Reduced |
| Southland Equity Partners LLC | 70,800 | $683.2K | 0.23% | +3,250+4.8% | Added |
| Landscape Capital Management, L.L.C. | 67,973 | $655.9K | 0.09% | −7,283−9.7% | Reduced |
| Mutual Advisors, LLC | 65,150 | $628.7K | 0.02% | −51,492−44.1% | Reduced |
| Van Hulzen Asset Management, LLC | 65,110 | $628.0K | 0.05% | −16,210−19.9% | Reduced |
| Cetera Investment Advisers | 64,395 | $621.4K | 0.01% | −1,571−2.4% | Reduced |
| Ameriprise Financial Inc | 63,867 | $616.3K | 0.00% | −3,385−5.0% | Reduced |
| D.A. Davidson & Co. | 62,426 | $602.4K | 0.01% | −23,453−27.3% | Reduced |
| Apriem Advisors | 61,995 | $598.3K | 0.09% | −3,200−4.9% | Reduced |
| Wolverine Asset Management LLC | 60,620 | $585.0K | 0.01% | −6,906−10.2% | Reduced |
| Bartlett & Co. LLC | 56,450 | $547.0K | 0.01% | +900+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 56,450 | $546.8K | 0.01% | +900+1.6% | Added |
| Hollencrest Capital Management | 53,928 | $520.4K | 0.06% | −3,550−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 52,819 | $510.0K | 0.00% | −1,585−2.9% | Reduced |
| Cerity Partners LLC | 52,505 | $506.7K | 0.00% | −29,352−35.9% | Reduced |
| Sit Investment Associates Inc | 46,452 | $448.0K | 0.01% | −34,400−42.5% | Reduced |
| Everett Harris & Co | 46,000 | $443.9K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 44,730 | $431.6K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 43,696 | $421.7K | 0.46% | −3,942−8.3% | Reduced |
| Cooper Financial Group | 43,592 | $420.7K | 0.10% | −233−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 40,945 | $395.1K | 0.01% | −7,298−15.1% | Reduced |
| Tortoise Investment Management, LLC | 39,113 | $377.4K | 0.06% | −15,700−28.6% | Reduced |
| Stifel Financial Corp | 38,918 | $375.6K | 0.00% | −4,139−9.6% | Reduced |
| Cornerstone Wealth Management, LLC | 37,995 | $366.6K | 0.03% | +150.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 37,685 | $363.7K | 0.38% | +5,176+15.9% | Added |
| Core Wealth Partners LLC | 37,543 | $362.3K | 0.33% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,046 | $348.0K | 0.00% | −6,168−14.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 32,760 | $316.1K | 0.11% | −5,700−14.8% | Reduced |
| Atria Wealth Solutions, Inc. | 29,792 | $288.6K | 0.00% | −4,814−13.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,457 | $274.6K | 0.01% | −3,087−9.8% | Reduced |
| Wellspring Financial Advisors, LLC | 26,600 | $256.7K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 26,512 | $255.8K | 0.01% | +26,512 | New |
| National Asset Management, Inc. | 26,120 | $253.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 26,000 | $250.9K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,767 | $246.3K | 0.08% | +7,392+40.2% | Added |
| International Assets Investment Management, LLC | 24,740 | $241.2K | 0.03% | +24,740 | New |
| MKT Advisors LLC | 23,060 | $221.1K | 0.17% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 22,735 | $219.4K | 0.01% | −3,715−14.0% | Reduced |
| First American Trust, FSB | 21,000 | $202.7K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 20,945 | $202.1K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,500 | $197.8K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 20,346 | $196.3K | 0.06% | −13,262−39.5% | Reduced |
| Relative Value Partners Group, LLC | 20,000 | $193.0K | 0.01% | +20,000 | New |
| Fisher Asset Management, LLC | 17,040 | $164.4K | 0.00% | +17,040 | New |
| Perigon Wealth Management, LLC | 16,538 | $159.6K | 0.01% | −661−3.8% | Reduced |
| Weaver Consulting Group | 16,500 | $159.2K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,361 | $148.2K | 0.00% | +392+2.6% | Added |
| Western Wealth Management, LLC | 15,049 | $145.2K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $145.0K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,712 | $142.0K | 0.01% | +462+3.2% | Added |
| KWB Wealth | 12,744 | $139.2K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $138.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,275 | $137.8K | 0.00% | −30,708−68.3% | Reduced |
| Bokf, NA | 14,525 | $136.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,993 | $135.0K | 0.01% | +13,993 | New |
| EP Wealth Advisors, LLC | 13,986 | $135.0K | 0.00% | +3,635+35.1% | Added |
| Parallel Advisors, LLC | 13,831 | $133.5K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 13,506 | $130.3K | 0.01% | +2,931+27.7% | Added |
| Comerica Bank | 12,672 | $122.3K | 0.00% | +12,672 | New |
| Perennial Investment Advisors, LLC | 12,512 | $120.7K | 0.02% | 00.0% | Unchanged |
| RHS Financial, LLC | 12,401 | $119.7K | 0.08% | +12,401 | New |
| Pensionmark Financial Group, LLC | 11,961 | $115.9K | 0.02% | −5,887−33.0% | Reduced |
| Melfa Wealth Management, LLC | 11,996 | $115.8K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,747 | $113.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 11,196 | $108.0K | 0.00% | +11,196 | New |
| Wealth Enhancement Advisory Services, LLC | 11,003 | $106.2K | 0.00% | +11,003 | New |
| Fermata Advisors, LLC | 10,900 | $105.2K | 0.03% | +10,900 | New |
| Riverview Trust Co | 10,612 | $102.4K | 0.09% | 00.0% | Unchanged |