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, Q1 2024
Institutional positions in Nuveen California Quality Municipal Income Fund as of Mar 31, 2024. 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
- 125
- +6 vs. Q4 2023
- Shares held
- 38.7M
- +568.9K (+1.5%) vs. Q4 2023
- Total value
- $425.9M
- +$3.46M (+0.8%) vs. Q4 2023
- New holders
- 20
- 44 more added
- Sold out
- 14
- 37 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 8,813,108 | $97.1M | 2.13% | +528,173+6.4% | Added |
| Karpus Management, Inc. | 6,267,330 | $69.1M | 1.99% | −20,723−0.3% | Reduced |
| Rivernorth Capital Management, LLC | 4,477,060 | $49.3M | 2.38% | −201,187−4.3% | Reduced |
| Morgan Stanley | 2,398,630 | $26.4M | 0.00% | +100,959+4.4% | Added |
| Logan Stone Capital, LLC | 1,662,807 | $18.3M | 3.94% | +93,877+6.0% | Added |
| UBS Group AG | 1,562,110 | $17.2M | 0.01% | −31,100−2.0% | Reduced |
| Guggenheim Capital LLC | 1,097,338 | $12.1M | 0.09% | −333,473−23.3% | Reduced |
| Wells Fargo & Company | 998,302 | $11.0M | 0.00% | −22,117−2.2% | Reduced |
| Penserra Capital Management LLC | 740,902 | $8.16M | 0.10% | +104,217+16.4% | Added |
| CNH Partners LLC | 583,949 | $6.44M | 0.23% | −62,295−9.6% | Reduced |
| Advisors Asset Management, Inc. | 572,175 | $6.31M | 0.12% | +47,111+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 562,717 | $6.20M | 0.33% | −48,020−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 543,146 | $5.99M | 0.02% | +16,307+3.1% | Added |
| Mariner, LLC | 515,010 | $5.68M | 0.01% | −9,785−1.9% | Reduced |
| Allianz Asset Management GmbH | 475,879 | $5.24M | 0.01% | +73,900+18.4% | Added |
| Mackay Shields LLC | 442,529 | $4.88M | 0.14% | +442,529 | New |
| Robinson Capital Management, LLC | 443,150 | $4.79M | 1.73% | +133,227+43.0% | Added |
| Whitebox Advisors LLC | 372,562 | $4.11M | 0.16% | +372,562 | New |
| LM Advisors LLC | 338,219 | $3.73M | 0.59% | +10,366+3.2% | Added |
| LPL Financial LLC | 311,869 | $3.44M | 0.00% | +38,136+13.9% | Added |
| Allworth Financial LP | 263,693 | $2.91M | 0.02% | −20,497−7.2% | Reduced |
| Dakota Wealth Management | 258,657 | $2.85M | 0.07% | −1,175−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 238,272 | $2.63M | 0.01% | +13,373+5.9% | Added |
| Bank of America Corp | 237,264 | $2.61M | 0.00% | +40,302+20.5% | Added |
| Ignite Planners, LLC | 212,658 | $2.34M | 0.66% | +36,728+20.9% | Added |
| Regatta Capital Group, LLC | 210,628 | $2.32M | 0.52% | −560−0.3% | Reduced |
| PFG Investments, LLC | 198,943 | $2.19M | 0.13% | +198,943 | New |
| Resources Investment Advisors, LLC. | 191,059 | $2.11M | 0.03% | +23,253+13.9% | Added |
| Sit Investment Associates Inc | 184,327 | $2.03M | 0.05% | +16,980+10.1% | Added |
| Nine Masts Capital Ltd | 178,646 | $1.97M | 0.51% | +178,646 | New |
| Landscape Capital Management, L.L.C. | 168,884 | $1.86M | 0.16% | −69,704−29.2% | Reduced |
| Fort Point Capital Partners LLC | 158,144 | $1.74M | 0.24% | +158,144 | New |
| Davidson Trust Co | 148,098 | $1.63M | 0.95% | −11,142−7.0% | Reduced |
| Evoke Wealth, LLC | 132,974 | $1.47M | 0.04% | +132,974 | New |
| Wedbush Securities Inc | 123,598 | $1.36M | 0.05% | −4,590−3.6% | Reduced |
| Southland Equity Partners LLC | 90,940 | $1.00M | 0.28% | +27,440+43.2% | Added |
| Raymond James & Associates | 89,867 | $990.3K | 0.00% | −11,488−11.3% | Reduced |
| Whittier Trust Co | 88,141 | $971.3K | 0.01% | −2,264−2.5% | Reduced |
| Cetera Investment Advisers | 76,056 | $838.1K | 0.00% | +11,833+18.4% | Added |
| Rareview Capital LLC | 73,167 | $806.3K | 0.79% | +320.0% | Added |
| Royal Bank of Canada | 73,001 | $804.0K | 0.00% | −12,227−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 72,757 | $802.0K | 0.00% | +21,741+42.6% | Added |
| Ameriprise Financial Inc | 72,013 | $793.6K | 0.00% | +5,882+8.9% | Added |
| Prime Capital Investment Advisors, LLC | 64,776 | $713.8K | 0.01% | +70+0.1% | Added |
| Walleye Capital LLC | 61,759 | $680.6K | 0.01% | +61,759 | New |
| Van Hulzen Asset Management, LLC | 61,323 | $676.0K | 0.04% | −2,182−3.4% | Reduced |
| D.A. Davidson & Co. | 60,608 | $667.9K | 0.01% | +79+0.1% | Added |
| Apriem Advisors | 58,120 | $640.5K | 0.08% | −2,000−3.3% | Reduced |
| Mutual Advisors, LLC | 55,140 | $607.6K | 0.02% | +2,972+5.7% | Added |
| Hollencrest Capital Management | 53,928 | $594.3K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 53,547 | $590.1K | 0.43% | +37,284+229.3% | Added |
| First Foundation Advisors | 52,999 | $584.0K | 0.02% | −14,787−21.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 52,185 | $575.1K | 0.48% | +16,400+45.8% | Added |
| Cerity Partners LLC | 52,505 | $561.1K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 47,521 | $523.7K | 0.03% | −66,127−58.2% | Reduced |
| Everett Harris & Co | 46,000 | $506.9K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 44,977 | $495.7K | 0.46% | +28+0.1% | Added |
| Cooper Financial Group | 40,881 | $450.5K | 0.07% | +618+1.5% | Added |
| Napa Wealth Management | 40,233 | $443.4K | 0.23% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 39,486 | $435.1K | 0.01% | −555−1.4% | Reduced |
| Empower Advisory Group, LLC | 39,269 | $432.7K | 0.00% | +39,269 | New |
| Core Wealth Partners LLC | 37,543 | $413.7K | 0.31% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 36,882 | $406.4K | 0.14% | +36,882 | New |
| Tortoise Investment Management, LLC | 33,931 | $373.9K | 0.05% | +2,700+8.6% | Added |
| Bartlett & Co. Wealth Management LLC | 33,500 | $370.8K | 0.01% | −1,000−2.9% | Reduced |
| Sowell Financial Services LLC | 33,162 | $367.0K | 0.02% | +33,162 | New |
| Atria Wealth Solutions, Inc. | 32,341 | $358.0K | 0.00% | +3,184+10.9% | Added |
| HighTower Advisors, LLC | 30,600 | $337.0K | 0.00% | −31,500−50.7% | Reduced |
| RHS Financial, LLC | 27,370 | $301.6K | 0.18% | +5,398+24.6% | Added |
| Wellspring Financial Advisors, LLC | 26,600 | $293.1K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26,600 | $292.6K | 0.03% | +1,860+7.5% | Added |
| Comerica Bank | 25,215 | $277.9K | 0.00% | +17,543+228.7% | Added |
| Castle Rock Wealth Management, LLC | 25,525 | $275.7K | 0.08% | −245−1.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 24,975 | $275.2K | 0.10% | +7,765+45.1% | Added |
| Snowden Capital Advisors LLC | 23,812 | $263.6K | 0.01% | +23,812 | New |
| Stifel Financial Corp | 23,449 | $258.4K | 0.00% | −2,324−9.0% | Reduced |
| National Asset Management, Inc. | 26,120 | $253.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,941 | $252.8K | 0.01% | +22,941 | New |
| Obermeyer Wood Investment Counsel, LLLP | 22,678 | $249.9K | 0.01% | −31,330−58.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,513 | $248.1K | 0.00% | +4,849+27.5% | Added |
| MKT Advisors LLC | 23,060 | $247.7K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 21,075 | $232.2K | 0.00% | +8,450+66.9% | Added |
| US Bancorp | 20,657 | $227.6K | 0.00% | −888−4.1% | Reduced |
| First American Trust, FSB | 19,000 | $209.4K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 18,171 | $200.2K | 0.05% | −2,379−11.6% | Reduced |
| New Insight Wealth Advisors | 18,050 | $198.9K | 0.12% | −500−2.7% | Reduced |
| Deutsche Bank AG | 17,975 | $198.1K | 0.00% | +17,975 | New |
| Pure Financial Advisors, Inc. | 17,974 | $198.1K | 0.01% | +206+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 16,868 | $185.9K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,419 | $180.9K | 0.00% | +101+0.6% | Added |
| Oppenheimer & Co Inc | 16,065 | $177.0K | 0.00% | +1,727+12.0% | Added |
| Perigon Wealth Management, LLC | 15,168 | $167.2K | 0.01% | −1,370−8.3% | Reduced |
| Western Wealth Management, LLC | 15,049 | $165.8K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $165.3K | 0.00% | −5,500−26.8% | Reduced |
| Weaver Consulting Group | 15,000 | $165.3K | 0.06% | −3,500−18.9% | Reduced |
| Grassi Investment Management | 15,000 | $165.0K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $158.2K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 13,927 | $153.5K | 0.00% | −2,083−13.0% | Reduced |
| Parallel Advisors, LLC | 13,831 | $152.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 13,339 | $147.0K | 0.00% | +13,339 | New |