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.
Q4 2023 vs. Q3 2023
How the institutions holding Nuveen California Quality Municipal Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 120 | 1 | 122 | +3 |
| Shares | 34.0M | 232.7K | 38.1M | +4.37M (+12.9%) |
| Value | $328.0M | $2.25M | $422.9M | +$97.1M (+29.8%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LM Advisors LLC | 327,853 | $3.64M | 0.73% |
| Centiva Capital, LP | 113,648 | $1.26M | 0.08% |
| Rareview Capital LLC | 73,135 | $811.1K | 0.74% |
| Almitas Capital LLC | 47,674 | $528.7K | 0.18% |
| Napa Wealth Management | 40,233 | $446.2K | 0.24% |
| New Insight Wealth Advisors | 18,550 | $205.7K | 0.14% |
| Thomas J. Herzfeld Advisors, Inc. | 17,210 | $190.9K | 0.07% |
| Ieq Capital, LLC | 16,318 | $181.0K | 0.00% |
| Nwam LLC | 15,630 | $173.3K | 0.01% |
| Oppenheimer & Co Inc | 14,338 | $159.0K | 0.00% |
| Truvestments Capital LLC | 14,191 | $157.4K | 0.07% |
| Nomura Holdings Inc | 12,625 | $140.0K | 0.00% |
| Kingswood Wealth Advisors, LLC | 12,118 | $134.4K | 0.02% |
| CIBC Private Wealth Group, LLC | 11,061 | $122.7K | 0.00% |
| Mesirow Financial Investment Management, Inc. | 10,472 | $116.1K | 0.00% |
| Northwest Financial Advisors | 8,400 | $93.2K | 0.08% |
| Covestor Ltd | 5,018 | $56.0K | 0.04% |
| Global Retirement Partners, LLC | 3,685 | $40.3K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 3,400 | $37.7K | 0.01% |
| Rothschild Investment LLC | 1,174 | $13.0K | 0.00% |
| BFSG, LLC | 800 | $8.87K | 0.00% |
| Tidemark, LLC | 26 | $288 | 0.00% |
Sold out (19)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Evoke Wealth, LLC | 145,515 | $1.41M |
| Wolverine Asset Management LLC | 60,620 | $585.0K |
| Cornerstone Wealth Management, LLC | 37,995 | $366.6K |
| Rosenblum Silverman Sutton S F Inc | 32,760 | $316.1K |
| Ameritas Advisory Services, LLC | 26,512 | $255.8K |
| Private Wealth Partners, LLC | 26,000 | $250.9K |
| Relative Value Partners Group, LLC | 20,000 | $193.0K |
| Fisher Asset Management, LLC | 17,040 | $164.4K |
| KWB Wealth | 12,744 | $139.2K |
| Virtu Financial LLC | 13,993 | $135.0K |
| Millennium Management LLC | 11,196 | $108.0K |
| Wealth Enhancement Advisory Services, LLC | 11,003 | $106.2K |
| Riverview Trust Co | 10,612 | $102.4K |
| FNY Investment Advisers, LLC | 2,000 | $19.0K |
| Baker Avenue Asset Management, LP | 1,656 | $16.0K |
| Main Management LLC | 1,500 | $14.0K |
| Capital Analysts, LLC | 1,445 | $14.0K |
| Carmel Capital Partners, LLC | 1,444 | $13.9K |
| Nalls Sherbakoff Group, LLC | 203 | $1.96K |
Not filed for Q4 2023 yet (1)
Institutions that held Nuveen California Quality Municipal Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Hall Private Wealth Advisors | 232,655 | $2.25M |