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, 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.

Institutional holdersQ3 2023: 120 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 heldQ3 2023: $328.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2023.

Institutions holding NAC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)47$4540.00%+47New
Nalls Sherbakoff Group, LLC203$1.96K0.00%00.0%Unchanged
Farther Finance Advisors, LLC444$4.29K0.00%00.0%Unchanged
DB Wealth Management Group, LLC477$4.60K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.849$8.20K0.00%+8+1.0%Added
Creative Capital Management Investments LLC1,326$12.8K0.01%+1,326New
Carmel Capital Partners, LLC1,444$13.9K0.01%00.0%Unchanged
Main Management LLC1,500$14.0K0.00%00.0%Unchanged
Capital Analysts, LLC1,445$14.0K0.00%+15+1.0%Added
JPMorgan Chase & Co1,494$14.4K0.00%−10,708−87.8%Reduced
Baker Avenue Asset Management, LP1,656$16.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,841$17.8K0.01%+1,841New
CWM, LLC1,983$19.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$19.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,680$25.9K0.00%+1,061+65.5%Added
Allworth Financial LP2,793$27.0K0.00%−3,946−58.6%Reduced
Provence Wealth Management Group5,400$52.1K0.03%+5,400New
Steward Partners Investment Advisory, LLC8,000$77.2K0.00%+6,500+433.3%Added
EWG Elevate Inc.10,250$98.9K0.04%+32+0.3%Added
Strategic Advocates LLC10,400$100.4K0.05%+10,400New
Riverview Trust Co10,612$102.4K0.09%00.0%Unchanged
Fermata Advisors, LLC10,900$105.2K0.03%+10,900New
Wealth Enhancement Advisory Services, LLC11,003$106.2K0.00%+11,003New
Millennium Management LLC11,196$108.0K0.00%+11,196New
Axxcess Wealth Management, LLC11,747$113.4K0.00%00.0%Unchanged
Melfa Wealth Management, LLC11,996$115.8K0.13%00.0%Unchanged
Pensionmark Financial Group, LLC11,961$115.9K0.02%−5,887−33.0%Reduced
RHS Financial, LLC12,401$119.7K0.08%+12,401New
Perennial Investment Advisors, LLC12,512$120.7K0.02%00.0%Unchanged
Comerica Bank12,672$122.3K0.00%+12,672New
Hoylecohen, LLC13,506$130.3K0.01%+2,931+27.7%Added
Parallel Advisors, LLC13,831$133.5K0.00%00.0%Unchanged
EP Wealth Advisors, LLC13,986$135.0K0.00%+3,635+35.1%Added
Virtu Financial LLC13,993$135.0K0.01%+13,993New
Bokf, NA14,525$136.2K0.00%00.0%Unchanged
Susquehanna International Group, LLP14,275$137.8K0.00%−30,708−68.3%Reduced
Alpha Cubed Investments, LLC14,355$138.5K0.01%00.0%Unchanged
KWB Wealth12,744$139.2K0.02%00.0%Unchanged
Pure Financial Advisors, Inc.14,712$142.0K0.01%+462+3.2%Added
Grassi Investment Management15,000$145.0K0.02%00.0%Unchanged
Western Wealth Management, LLC15,049$145.2K0.01%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.15,361$148.2K0.00%+392+2.6%Added
Weaver Consulting Group16,500$159.2K0.07%00.0%Unchanged
Perigon Wealth Management, LLC16,538$159.6K0.01%−661−3.8%Reduced
Fisher Asset Management, LLC17,040$164.4K0.00%+17,040New
Relative Value Partners Group, LLC20,000$193.0K0.01%+20,000New
RB Capital Management, LLC20,346$196.3K0.06%−13,262−39.5%Reduced
Choate Investment Advisors20,500$197.8K0.01%00.0%Unchanged
US Bancorp20,945$202.1K0.00%00.0%Unchanged
First American Trust, FSB21,000$202.7K0.03%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management22,735$219.4K0.01%−3,715−14.0%Reduced
MKT Advisors LLC23,060$221.1K0.17%00.0%Unchanged
International Assets Investment Management, LLC24,740$241.2K0.03%+24,740New
Castle Rock Wealth Management, LLC25,767$246.3K0.08%+7,392+40.2%Added
Private Wealth Partners, LLC26,000$250.9K0.02%00.0%Unchanged
National Asset Management, Inc.26,120$253.0K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC26,512$255.8K0.01%+26,512New
Wellspring Financial Advisors, LLC26,600$256.7K0.08%00.0%Unchanged
Whittier Trust Co of Nevada Inc28,457$274.6K0.01%−3,087−9.8%Reduced
Atria Wealth Solutions, Inc.29,792$288.6K0.00%−4,814−13.9%Reduced
Rosenblum Silverman Sutton S F Inc32,760$316.1K0.11%−5,700−14.8%Reduced
HighTower Advisors, LLC36,046$348.0K0.00%−6,168−14.6%Reduced
Core Wealth Partners LLC37,543$362.3K0.33%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.37,685$363.7K0.38%+5,176+15.9%Added
Cornerstone Wealth Management, LLC37,995$366.6K0.03%+150.0%Added
Stifel Financial Corp38,918$375.6K0.00%−4,139−9.6%Reduced
Tortoise Investment Management, LLC39,113$377.4K0.06%−15,700−28.6%Reduced
Integrated Wealth Concepts LLC40,945$395.1K0.01%−7,298−15.1%Reduced
Cooper Financial Group43,592$420.7K0.10%−233−0.5%Reduced
Oder Investment Management, LLC43,696$421.7K0.46%−3,942−8.3%Reduced
Obermeyer Wood Investment Counsel, LLLP44,730$431.6K0.03%00.0%Unchanged
Everett Harris & Co46,000$443.9K0.01%00.0%Unchanged
Sit Investment Associates Inc46,452$448.0K0.01%−34,400−42.5%Reduced
Cerity Partners LLC52,505$506.7K0.00%−29,352−35.9%Reduced
Commonwealth Equity Services, LLC52,819$510.0K0.00%−1,585−2.9%Reduced
Hollencrest Capital Management53,928$520.4K0.06%−3,550−6.2%Reduced
Bartlett & Co. Wealth Management LLC56,450$546.8K0.01%+900+1.6%Added
Bartlett & Co. LLC56,450$547.0K0.01%+900+1.6%Added
Wolverine Asset Management LLC60,620$585.0K0.01%−6,906−10.2%Reduced
Apriem Advisors61,995$598.3K0.09%−3,200−4.9%Reduced
D.A. Davidson & Co.62,426$602.4K0.01%−23,453−27.3%Reduced
Ameriprise Financial Inc63,867$616.3K0.00%−3,385−5.0%Reduced
Cetera Investment Advisers64,395$621.4K0.01%−1,571−2.4%Reduced
Van Hulzen Asset Management, LLC65,110$628.0K0.05%−16,210−19.9%Reduced
Mutual Advisors, LLC65,150$628.7K0.02%−51,492−44.1%Reduced
Landscape Capital Management, L.L.C.67,973$655.9K0.09%−7,283−9.7%Reduced
Southland Equity Partners LLC70,800$683.2K0.23%+3,250+4.8%Added
Prime Capital Investment Advisors, LLC75,834$731.8K0.01%−37,110−32.9%Reduced
First Foundation Advisors76,590$739.1K0.03%−1,078−1.4%Reduced
Raymond James & Associates110,258$1.06M0.00%+1,441+1.3%Added
Royal Bank of Canada110,858$1.07M0.00%−24,919−18.4%Reduced
Regatta Capital Group, LLC125,522$1.21M0.38%−24,056−16.1%Reduced
Wedbush Securities Inc126,819$1.22M0.06%−16,230−11.3%Reduced
Evoke Wealth, LLC145,515$1.41M0.05%+1,500+1.0%Added
Robinson Capital Management, LLC157,900$1.51M0.67%+157,900New
Dakota Wealth Management157,032$1.52M0.07%+15,082+10.6%Added
Davidson Trust Co157,264$1.52M1.13%00.0%Unchanged
Resources Investment Advisors, LLC.169,326$1.63M0.04%+606+0.4%Added
Ignite Planners, LLC175,121$1.67M0.51%+44,009+33.6%Added
Bank of America Corp197,963$1.91M0.00%−22,154−10.1%Reduced