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, Q2 2024
Institutional positions in Nuveen California Quality Municipal Income Fund as of Jun 30, 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
- 119
- −6 vs. Q1 2024
- Shares held
- 36.5M
- −2.19M (−5.7%) vs. Q1 2024
- Total value
- $420.4M
- −$5.47M (−1.3%) vs. Q1 2024
- New holders
- 8
- 44 more added
- Sold out
- 14
- 32 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 7,728,373 | $89.1M | 1.96% | −1,084,735−12.3% | Reduced |
| Karpus Management, Inc. | 5,317,679 | $61.3M | 1.73% | −949,651−15.2% | Reduced |
| Rivernorth Capital Management, LLC | 3,600,962 | $41.5M | 1.96% | −876,098−19.6% | Reduced |
| Morgan Stanley | 2,326,453 | $26.8M | 0.00% | −72,177−3.0% | Reduced |
| Mackay Shields LLC | 2,124,904 | $24.5M | 0.74% | +1,682,375+380.2% | Added |
| UBS Group AG | 1,730,506 | $20.0M | 0.01% | +168,396+10.8% | Added |
| Guggenheim Capital LLC | 1,202,180 | $13.9M | 0.10% | +104,842+9.6% | Added |
| Whitebox Advisors LLC | 1,120,372 | $12.9M | 0.52% | +747,810+200.7% | Added |
| Wells Fargo & Company | 996,092 | $11.5M | 0.00% | −2,210−0.2% | Reduced |
| Penserra Capital Management LLC | 757,743 | $8.74M | 0.11% | +16,841+2.3% | Added |
| Logan Stone Capital, LLC | 690,688 | $7.96M | 2.06% | −972,119−58.5% | Reduced |
| Rockefeller Capital Management L.P. | 679,308 | $7.83M | 0.02% | +136,162+25.1% | Added |
| Advisors Asset Management, Inc. | 540,910 | $6.24M | 0.12% | −31,265−5.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 536,055 | $6.18M | 0.32% | −26,662−4.7% | Reduced |
| Mariner, LLC | 493,935 | $5.70M | 0.01% | −21,075−4.1% | Reduced |
| Allianz Asset Management GmbH | 475,879 | $5.49M | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 450,850 | $5.17M | 1.87% | +7,700+1.7% | Added |
| LM Advisors LLC | 347,924 | $4.01M | 0.01% | +9,705+2.9% | Added |
| LPL Financial LLC | 278,009 | $3.21M | 0.00% | −33,860−10.9% | Reduced |
| Dakota Wealth Management | 258,657 | $2.98M | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 251,329 | $2.87M | 0.02% | −12,364−4.7% | Reduced |
| CNH Partners LLC | 226,820 | $2.62M | 0.07% | −357,129−61.2% | Reduced |
| Bank of America Corp | 224,467 | $2.59M | 0.00% | −12,797−5.4% | Reduced |
| Ignite Planners, LLC | 213,998 | $2.49M | 0.61% | +1,340+0.6% | Added |
| Regatta Capital Group, LLC | 210,628 | $2.43M | 0.52% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 209,327 | $2.41M | 0.06% | +25,000+13.6% | Added |
| Fort Point Capital Partners LLC | 196,328 | $2.26M | 0.29% | +38,184+24.1% | Added |
| PFG Investments, LLC | 195,127 | $2.25M | 0.16% | −3,816−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 193,753 | $2.23M | 0.03% | +2,694+1.4% | Added |
| Davidson Trust Co | 148,098 | $1.71M | 1.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 115,176 | $1.33M | 0.05% | −8,422−6.8% | Reduced |
| Raymond James & Associates | 111,788 | $1.29M | 0.00% | +21,921+24.4% | Added |
| Nine Masts Capital Ltd | 109,144 | $1.26M | 0.39% | −69,502−38.9% | Reduced |
| Whittier Trust Co | 103,041 | $1.19M | 0.02% | +14,900+16.9% | Added |
| Southland Equity Partners LLC | 90,940 | $1.05M | 0.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 76,702 | $872.8K | 0.00% | +4,689+6.5% | Added |
| Commonwealth Equity Services, LLC | 75,479 | $870.0K | 0.00% | +2,722+3.7% | Added |
| Rareview Capital LLC | 73,204 | $844.0K | 0.81% | +37+0.1% | Added |
| Royal Bank of Canada | 72,001 | $830.0K | 0.00% | −1,000−1.4% | Reduced |
| Cetera Investment Advisers | 66,469 | $766.4K | 0.00% | −9,587−12.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 63,479 | $731.9K | 0.60% | +11,294+21.6% | Added |
| Prime Capital Investment Advisors, LLC | 61,804 | $712.6K | 0.01% | −2,972−4.6% | Reduced |
| Van Hulzen Asset Management, LLC | 60,923 | $702.0K | 0.05% | −400−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 58,832 | $678.3K | 0.00% | −179,440−75.3% | Reduced |
| Sanctuary Advisors, LLC | 61,490 | $659.8K | 0.00% | +61,490 | New |
| Mutual Advisors, LLC | 55,420 | $641.2K | 0.02% | +280+0.5% | Added |
| First Foundation Advisors | 52,999 | $611.1K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52,508 | $605.4K | 0.03% | −1,420−2.6% | Reduced |
| Cerity Partners LLC | 52,505 | $605.4K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 47,066 | $542.7K | 0.38% | −6,481−12.1% | Reduced |
| Oder Investment Management, LLC | 46,504 | $536.2K | 0.49% | +1,527+3.4% | Added |
| Evoke Wealth, LLC | 46,000 | $533.8K | 0.78% | −86,974−65.4% | Reduced |
| Everett Harris & Co | 46,000 | $530.4K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 45,000 | $518.9K | 0.01% | +45,000 | New |
| Cooper Financial Group | 41,364 | $476.9K | 0.07% | +483+1.2% | Added |
| Apriem Advisors | 41,120 | $474.1K | 0.06% | −17,000−29.2% | Reduced |
| Integrated Wealth Concepts LLC | 39,548 | $456.0K | 0.01% | +62+0.2% | Added |
| HighTower Advisors, LLC | 37,860 | $438.0K | 0.00% | +7,260+23.7% | Added |
| Core Wealth Partners LLC | 37,543 | $432.9K | 0.30% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 36,941 | $428.6K | 0.00% | +4,600+14.2% | Added |
| D.A. Davidson & Co. | 35,992 | $415.0K | 0.00% | −24,616−40.6% | Reduced |
| Tortoise Investment Management, LLC | 33,931 | $391.2K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,856 | $390.4K | 0.00% | +10,407+44.4% | Added |
| Sowell Financial Services LLC | 33,203 | $385.0K | 0.02% | +41+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 32,037 | $369.4K | 0.13% | +7,062+28.3% | Added |
| Bartlett & Co. Wealth Management LLC | 29,400 | $341.1K | 0.01% | −4,100−12.2% | Reduced |
| RHS Financial, LLC | 29,147 | $336.1K | 0.21% | +1,777+6.5% | Added |
| International Assets Investment Management, LLC | 27,600 | $318.2K | 0.03% | +1,000+3.8% | Added |
| Nomura Holdings Inc | 27,075 | $312.2K | 0.00% | +6,000+28.5% | Added |
| Wellspring Financial Advisors, LLC | 26,600 | $306.7K | 0.04% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,525 | $294.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,312 | $282.1K | 0.01% | +500+2.1% | Added |
| MKT Advisors LLC | 23,060 | $268.2K | 0.13% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,957 | $264.7K | 0.01% | +16+0.1% | Added |
| Oppenheimer & Co Inc | 20,941 | $241.4K | 0.00% | +4,876+30.4% | Added |
| First American Trust, FSB | 19,000 | $219.1K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 19,006 | $219.0K | 0.00% | +6,075+47.0% | Added |
| RB Capital Management, LLC | 18,397 | $212.1K | 0.05% | +226+1.2% | Added |
| New Insight Wealth Advisors | 18,050 | $208.1K | 0.12% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,974 | $207.2K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,592 | $191.3K | 0.00% | +173+1.1% | Added |
| FMR LLC | 15,990 | $184.4K | 0.00% | +15,990 | New |
| Raymond James Financial Services Advisors, Inc. | 15,404 | $177.6K | 0.00% | −7,109−31.6% | Reduced |
| EP Wealth Advisors, LLC | 15,208 | $175.4K | 0.00% | +1,281+9.2% | Added |
| Perigon Wealth Management, LLC | 15,168 | $174.9K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $173.5K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $173.0K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $172.9K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,000 | $172.9K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $165.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,890 | $160.2K | 0.00% | +13,890 | New |
| Parallel Advisors, LLC | 13,831 | $159.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,540 | $144.6K | 0.01% | +12,540 | New |
| Gerber Kawasaki Wealth & Investment Management | 12,121 | $139.8K | 0.01% | +826+7.3% | Added |
| Perennial Investment Advisors, LLC | 11,012 | $127.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,926 | $126.0K | 0.03% | +3,569+48.5% | Added |
| Fermata Advisors, LLC | 10,900 | $125.7K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,697 | $123.3K | 0.00% | +142+1.3% | Added |
| Riverview Trust Co | 10,612 | $122.4K | 0.12% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $119.9K | 0.05% | 00.0% | Unchanged |