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, Q4 2023
Institutional positions in Nuveen California Quality Municipal Income Fund as of Dec 31, 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
- 122
- +3 vs. Q3 2023
- Shares held
- 38.1M
- +4.37M (+12.9%) vs. Q3 2023
- Total value
- $422.9M
- +$97.1M (+29.8%) vs. Q3 2023
- New holders
- 22
- 40 more added
- Sold out
- 19
- 35 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 16 | $177 | 0.00% | −31−66.0% | Reduced |
| Tidemark, LLC | 26 | $288 | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 444 | $4.92K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 477 | $5.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 616 | $6.83K | 0.00% | −2,064−77.0% | Reduced |
| BFSG, LLC | 800 | $8.87K | 0.00% | +800 | New |
| SOA Wealth Advisors, LLC. | 859 | $9.53K | 0.00% | +10+1.2% | Added |
| Rothschild Investment LLC | 1,174 | $13.0K | 0.00% | +1,174 | New |
| Creative Capital Management Investments LLC | 1,326 | $14.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,841 | $20.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,983 | $22.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,400 | $37.7K | 0.01% | +3,400 | New |
| Global Retirement Partners, LLC | 3,685 | $40.3K | 0.00% | +3,685 | New |
| Steward Partners Investment Advisory, LLC | 5,000 | $55.5K | 0.00% | −3,000−37.5% | Reduced |
| Covestor Ltd | 5,018 | $56.0K | 0.04% | +5,018 | New |
| Provence Wealth Management Group | 5,400 | $59.9K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 7,672 | $85.1K | 0.00% | −5,000−39.5% | Reduced |
| Northwest Financial Advisors | 8,400 | $93.2K | 0.08% | +8,400 | New |
| EWG Elevate Inc. | 10,287 | $114.1K | 0.05% | +37+0.4% | Added |
| Strategic Advocates LLC | 10,400 | $115.3K | 0.05% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 10,438 | $115.8K | 0.01% | −12,297−54.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,472 | $116.1K | 0.00% | +10,472 | New |
| Fermata Advisors, LLC | 10,900 | $120.9K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,012 | $122.1K | 0.02% | −1,500−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 11,061 | $122.7K | 0.00% | +11,061 | New |
| Axxcess Wealth Management, LLC | 11,780 | $130.6K | 0.00% | +33+0.3% | Added |
| Pensionmark Financial Group, LLC | 11,961 | $132.6K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,118 | $134.4K | 0.02% | +12,118 | New |
| Hoylecohen, LLC | 12,296 | $136.4K | 0.01% | −1,210−9.0% | Reduced |
| Nomura Holdings Inc | 12,625 | $140.0K | 0.00% | +12,625 | New |
| Parallel Advisors, LLC | 13,831 | $153.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14,191 | $157.4K | 0.07% | +14,191 | New |
| Oppenheimer & Co Inc | 14,338 | $159.0K | 0.00% | +14,338 | New |
| Alpha Cubed Investments, LLC | 14,355 | $159.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 14,525 | $161.1K | 0.00% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $166.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $166.9K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 15,630 | $173.3K | 0.01% | +15,630 | New |
| EP Wealth Advisors, LLC | 16,010 | $177.6K | 0.00% | +2,024+14.5% | Added |
| Melfa Wealth Management, LLC | 16,263 | $180.4K | 0.17% | +4,267+35.6% | Added |
| Ieq Capital, LLC | 16,318 | $181.0K | 0.00% | +16,318 | New |
| Perigon Wealth Management, LLC | 16,538 | $183.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16,868 | $187.1K | 0.01% | −11,589−40.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 17,210 | $190.9K | 0.07% | +17,210 | New |
| Raymond James Financial Services Advisors, Inc. | 17,664 | $195.9K | 0.00% | +2,303+15.0% | Added |
| Pure Financial Advisors, Inc. | 17,768 | $197.0K | 0.01% | +3,056+20.8% | Added |
| Weaver Consulting Group | 18,500 | $205.2K | 0.08% | +2,000+12.1% | Added |
| New Insight Wealth Advisors | 18,550 | $205.7K | 0.14% | +18,550 | New |
| First American Trust, FSB | 19,000 | $210.7K | 0.03% | −2,000−9.5% | Reduced |
| Choate Investment Advisors | 20,500 | $227.3K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 20,550 | $227.9K | 0.07% | +204+1.0% | Added |
| US Bancorp | 21,545 | $238.9K | 0.00% | +600+2.9% | Added |
| RHS Financial, LLC | 21,972 | $243.7K | 0.15% | +9,571+77.2% | Added |
| MKT Advisors LLC | 23,060 | $254.8K | 0.17% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,848 | $264.5K | 0.00% | +22,354+1,496.3% | Added |
| International Assets Investment Management, LLC | 24,740 | $274.4K | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,770 | $284.6K | 0.09% | +30.0% | Added |
| Stifel Financial Corp | 25,773 | $285.8K | 0.00% | −13,145−33.8% | Reduced |
| National Asset Management, Inc. | 26,120 | $289.7K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 26,600 | $295.0K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,157 | $323.4K | 0.00% | −635−2.1% | Reduced |
| Tortoise Investment Management, LLC | 31,231 | $346.4K | 0.05% | −7,882−20.2% | Reduced |
| Bartlett & Co. LLC | 34,500 | $380.0K | 0.01% | −21,950−38.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34,500 | $381.7K | 0.01% | −21,950−38.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 35,785 | $396.9K | 0.38% | −1,900−5.0% | Reduced |
| Core Wealth Partners LLC | 37,543 | $416.4K | 0.34% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 40,041 | $444.1K | 0.01% | −904−2.2% | Reduced |
| Napa Wealth Management | 40,233 | $446.2K | 0.24% | +40,233 | New |
| Cooper Financial Group | 40,263 | $446.5K | 0.08% | −3,329−7.6% | Reduced |
| Oder Investment Management, LLC | 44,949 | $498.5K | 0.49% | +1,253+2.9% | Added |
| Everett Harris & Co | 46,000 | $510.1K | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 47,674 | $528.7K | 0.18% | +47,674 | New |
| Commonwealth Equity Services, LLC | 51,016 | $566.0K | 0.00% | −1,803−3.4% | Reduced |
| Mutual Advisors, LLC | 52,168 | $578.5K | 0.02% | −12,982−19.9% | Reduced |
| Cerity Partners LLC | 52,505 | $582.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53,928 | $598.1K | 0.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 54,008 | $598.9K | 0.04% | +9,278+20.7% | Added |
| Apriem Advisors | 60,120 | $666.7K | 0.09% | −1,875−3.0% | Reduced |
| D.A. Davidson & Co. | 60,529 | $671.3K | 0.01% | −1,897−3.0% | Reduced |
| Susquehanna International Group, LLP | 61,082 | $677.4K | 0.00% | +46,807+327.9% | Added |
| HighTower Advisors, LLC | 62,100 | $689.0K | 0.00% | +26,054+72.3% | Added |
| Van Hulzen Asset Management, LLC | 63,505 | $704.0K | 0.05% | −1,605−2.5% | Reduced |
| Southland Equity Partners LLC | 63,500 | $704.2K | 0.22% | −7,300−10.3% | Reduced |
| Cetera Investment Advisers | 64,223 | $712.2K | 0.01% | −172−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 64,706 | $717.6K | 0.01% | −11,128−14.7% | Reduced |
| Ameriprise Financial Inc | 66,131 | $733.4K | 0.00% | +2,264+3.5% | Added |
| First Foundation Advisors | 67,786 | $751.7K | 0.03% | −8,804−11.5% | Reduced |
| Rareview Capital LLC | 73,135 | $811.1K | 0.74% | +73,135 | New |
| Royal Bank of Canada | 85,228 | $945.0K | 0.00% | −25,630−23.1% | Reduced |
| Whittier Trust Co | 90,405 | $1.00M | 0.02% | −161,987−64.2% | Reduced |
| Raymond James & Associates | 101,355 | $1.12M | 0.00% | −8,903−8.1% | Reduced |
| Centiva Capital, LP | 113,648 | $1.26M | 0.08% | +113,648 | New |
| Wedbush Securities Inc | 128,188 | $1.42M | 0.06% | +1,369+1.1% | Added |
| Davidson Trust Co | 159,240 | $1.77M | 1.14% | +1,976+1.3% | Added |
| Sit Investment Associates Inc | 167,347 | $1.86M | 0.05% | +120,895+260.3% | Added |
| Resources Investment Advisors, LLC. | 167,806 | $1.86M | 0.03% | −1,520−0.9% | Reduced |
| Ignite Planners, LLC | 175,930 | $1.95M | 0.58% | +809+0.5% | Added |
| Bank of America Corp | 196,962 | $2.18M | 0.00% | −1,001−0.5% | Reduced |
| Regatta Capital Group, LLC | 211,188 | $2.34M | 0.62% | +85,666+68.2% | Added |
| Advisor Group Holdings, Inc. | 224,899 | $2.49M | 0.00% | +26,272+13.2% | Added |