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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.

Institutional holdersQ1 2024: 125 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 heldQ1 2024: $425.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2023.

Institutions holding NAC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)10$1100.00%−6−37.5%Reduced
Farther Finance Advisors, LLC444$4.88K0.00%00.0%Unchanged
BFSG, LLC800$8.82K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.869$9.58K0.00%+10+1.2%Added
Rothschild Investment LLC1,183$13.0K0.00%+9+0.8%Added
Creative Capital Management Investments LLC1,326$14.6K0.01%00.0%Unchanged
Main Management LLC1,500$17.0K0.00%+1,500New
Householder Group Estate & Retirement Specialist, LLC1,841$20.3K0.01%00.0%Unchanged
CWM, LLC1,983$22.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC2,000$22.0K0.01%+2,000New
JPMorgan Chase & Co2,535$27.9K0.00%−21,313−89.4%Reduced
Global Retirement Partners, LLC3,685$40.6K0.00%00.0%Unchanged
Covestor Ltd5,018$55.0K0.04%00.0%Unchanged
Highline Wealth Partners LLC5,227$57.6K0.02%+5,227New
Blue Bell Private Wealth Management, LLC7,357$81.1K0.02%+3,957+116.4%Added
CIBC Private Wealth Group, LLC10,000$110.0K0.00%−1,061−9.6%Reduced
Sanders Morris Harris LLC10,000$110.2K0.02%+10,000New
EWG Elevate Inc.10,325$113.8K0.04%+38+0.4%Added
Strategic Advocates LLC10,400$114.6K0.04%00.0%Unchanged
Mesirow Financial Investment Management, Inc.10,555$116.3K0.00%+83+0.8%Added
Riverview Trust Co10,612$116.9K0.09%+10,612New
Fermata Advisors, LLC10,900$120.1K0.03%00.0%Unchanged
Perennial Investment Advisors, LLC11,012$121.4K0.02%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management11,295$124.5K0.01%+857+8.2%Added
HRT Financial LP12,931$142.0K0.00%+12,931New
Wolverine Asset Management LLC13,339$147.0K0.00%+13,339New
Parallel Advisors, LLC13,831$152.4K0.00%00.0%Unchanged
EP Wealth Advisors, LLC13,927$153.5K0.00%−2,083−13.0%Reduced
Alpha Cubed Investments, LLC14,355$158.2K0.01%00.0%Unchanged
Grassi Investment Management15,000$165.0K0.01%00.0%Unchanged
Choate Investment Advisors15,000$165.3K0.00%−5,500−26.8%Reduced
Weaver Consulting Group15,000$165.3K0.06%−3,500−18.9%Reduced
Western Wealth Management, LLC15,049$165.8K0.01%00.0%Unchanged
Perigon Wealth Management, LLC15,168$167.2K0.01%−1,370−8.3%Reduced
Oppenheimer & Co Inc16,065$177.0K0.00%+1,727+12.0%Added
Ieq Capital, LLC16,419$180.9K0.00%+101+0.6%Added
Whittier Trust Co of Nevada Inc16,868$185.9K0.01%00.0%Unchanged
Pure Financial Advisors, Inc.17,974$198.1K0.01%+206+1.2%Added
Deutsche Bank AG17,975$198.1K0.00%+17,975New
New Insight Wealth Advisors18,050$198.9K0.12%−500−2.7%Reduced
RB Capital Management, LLC18,171$200.2K0.05%−2,379−11.6%Reduced
First American Trust, FSB19,000$209.4K0.02%00.0%Unchanged
US Bancorp20,657$227.6K0.00%−888−4.1%Reduced
Nomura Holdings Inc21,075$232.2K0.00%+8,450+66.9%Added
MKT Advisors LLC23,060$247.7K0.14%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.22,513$248.1K0.00%+4,849+27.5%Added
Obermeyer Wood Investment Counsel, LLLP22,678$249.9K0.01%−31,330−58.0%Reduced
Ameritas Advisory Services, LLC22,941$252.8K0.01%+22,941New
National Asset Management, Inc.26,120$253.0K0.01%00.0%Unchanged
Stifel Financial Corp23,449$258.4K0.00%−2,324−9.0%Reduced
Snowden Capital Advisors LLC23,812$263.6K0.01%+23,812New
Thomas J. Herzfeld Advisors, Inc.24,975$275.2K0.10%+7,765+45.1%Added
Castle Rock Wealth Management, LLC25,525$275.7K0.08%−245−1.0%Reduced
Comerica Bank25,215$277.9K0.00%+17,543+228.7%Added
International Assets Investment Management, LLC26,600$292.6K0.03%+1,860+7.5%Added
Wellspring Financial Advisors, LLC26,600$293.1K0.05%00.0%Unchanged
RHS Financial, LLC27,370$301.6K0.18%+5,398+24.6%Added
HighTower Advisors, LLC30,600$337.0K0.00%−31,500−50.7%Reduced
Atria Wealth Solutions, Inc.32,341$358.0K0.00%+3,184+10.9%Added
Sowell Financial Services LLC33,162$367.0K0.02%+33,162New
Bartlett & Co. Wealth Management LLC33,500$370.8K0.01%−1,000−2.9%Reduced
Tortoise Investment Management, LLC33,931$373.9K0.05%+2,700+8.6%Added
Aquire Wealth Advisors, LLC36,882$406.4K0.14%+36,882New
Core Wealth Partners LLC37,543$413.7K0.31%00.0%Unchanged
Empower Advisory Group, LLC39,269$432.7K0.00%+39,269New
Integrated Wealth Concepts LLC39,486$435.1K0.01%−555−1.4%Reduced
Napa Wealth Management40,233$443.4K0.23%00.0%Unchanged
Cooper Financial Group40,881$450.5K0.07%+618+1.5%Added
Oder Investment Management, LLC44,977$495.7K0.46%+28+0.1%Added
Everett Harris & Co46,000$506.9K0.01%00.0%Unchanged
Centiva Capital, LP47,521$523.7K0.03%−66,127−58.2%Reduced
Cerity Partners LLC52,505$561.1K0.00%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.52,185$575.1K0.48%+16,400+45.8%Added
First Foundation Advisors52,999$584.0K0.02%−14,787−21.8%Reduced
Melfa Wealth Management, LLC53,547$590.1K0.43%+37,284+229.3%Added
Hollencrest Capital Management53,928$594.3K0.03%00.0%Unchanged
Mutual Advisors, LLC55,140$607.6K0.02%+2,972+5.7%Added
Apriem Advisors58,120$640.5K0.08%−2,000−3.3%Reduced
D.A. Davidson & Co.60,608$667.9K0.01%+79+0.1%Added
Van Hulzen Asset Management, LLC61,323$676.0K0.04%−2,182−3.4%Reduced
Walleye Capital LLC61,759$680.6K0.01%+61,759New
Prime Capital Investment Advisors, LLC64,776$713.8K0.01%+70+0.1%Added
Ameriprise Financial Inc72,013$793.6K0.00%+5,882+8.9%Added
Commonwealth Equity Services, LLC72,757$802.0K0.00%+21,741+42.6%Added
Royal Bank of Canada73,001$804.0K0.00%−12,227−14.3%Reduced
Rareview Capital LLC73,167$806.3K0.79%+320.0%Added
Cetera Investment Advisers76,056$838.1K0.00%+11,833+18.4%Added
Whittier Trust Co88,141$971.3K0.01%−2,264−2.5%Reduced
Raymond James & Associates89,867$990.3K0.00%−11,488−11.3%Reduced
Southland Equity Partners LLC90,940$1.00M0.28%+27,440+43.2%Added
Wedbush Securities Inc123,598$1.36M0.05%−4,590−3.6%Reduced
Evoke Wealth, LLC132,974$1.47M0.04%+132,974New
Davidson Trust Co148,098$1.63M0.95%−11,142−7.0%Reduced
Fort Point Capital Partners LLC158,144$1.74M0.24%+158,144New
Landscape Capital Management, L.L.C.168,884$1.86M0.16%−69,704−29.2%Reduced
Nine Masts Capital Ltd178,646$1.97M0.51%+178,646New
Sit Investment Associates Inc184,327$2.03M0.05%+16,980+10.1%Added
Resources Investment Advisors, LLC.191,059$2.11M0.03%+23,253+13.9%Added
PFG Investments, LLC198,943$2.19M0.13%+198,943New
Regatta Capital Group, LLC210,628$2.32M0.52%−560−0.3%Reduced