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 |
|---|---|---|---|---|---|
| HRT Financial LP | 12,931 | $142.0K | 0.00% | +12,931 | New |
| Gerber Kawasaki Wealth & Investment Management | 11,295 | $124.5K | 0.01% | +857+8.2% | Added |
| Perennial Investment Advisors, LLC | 11,012 | $121.4K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 10,900 | $120.1K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $116.9K | 0.09% | +10,612 | New |
| Mesirow Financial Investment Management, Inc. | 10,555 | $116.3K | 0.00% | +83+0.8% | Added |
| Strategic Advocates LLC | 10,400 | $114.6K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 10,325 | $113.8K | 0.04% | +38+0.4% | Added |
| Sanders Morris Harris LLC | 10,000 | $110.2K | 0.02% | +10,000 | New |
| CIBC Private Wealth Group, LLC | 10,000 | $110.0K | 0.00% | −1,061−9.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,357 | $81.1K | 0.02% | +3,957+116.4% | Added |
| Highline Wealth Partners LLC | 5,227 | $57.6K | 0.02% | +5,227 | New |
| Covestor Ltd | 5,018 | $55.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,685 | $40.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,535 | $27.9K | 0.00% | −21,313−89.4% | Reduced |
| CWM, LLC | 1,983 | $22.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $22.0K | 0.01% | +2,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,841 | $20.3K | 0.01% | 00.0% | Unchanged |
| Main Management LLC | 1,500 | $17.0K | 0.00% | +1,500 | New |
| Creative Capital Management Investments LLC | 1,326 | $14.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,183 | $13.0K | 0.00% | +9+0.8% | Added |
| SOA Wealth Advisors, LLC. | 869 | $9.58K | 0.00% | +10+1.2% | Added |
| BFSG, LLC | 800 | $8.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 444 | $4.88K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10 | $110 | 0.00% | −6−37.5% | Reduced |
| Beach Point Capital Management LP | 0 | $0 | 0.00% | −1,398,081−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −61,082−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −47,674−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −15,630−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −14,191−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −12,296−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,118−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |
| DB Wealth Management Group, LLC | – | – | – | – | Not filed |