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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 20 | $231 | 0.00% | +10+100.0% | Added |
| Farther Finance Advisors, LLC | 444 | $5.12K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 666 | $7.68K | 0.00% | +666 | New |
| BFSG, LLC | 800 | $9.22K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 881 | $10.2K | 0.00% | +12+1.4% | Added |
| Main Management LLC | 1,000 | $12.0K | 0.00% | −500−33.3% | Reduced |
| Rothschild Investment LLC | 1,199 | $13.8K | 0.00% | +16+1.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,841 | $21.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,983 | $23.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,475 | $28.5K | 0.00% | −18,182−88.0% | Reduced |
| Caitlin John, LLC | 3,300 | $38.0K | 0.03% | +3,300 | New |
| Global Retirement Partners, LLC | 3,685 | $42.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,018 | $58.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,115 | $82.0K | 0.00% | +7,115 | New |
| Whittier Trust Co of Nevada Inc | 7,480 | $86.2K | 0.00% | −9,388−55.7% | Reduced |
| Comerica Bank | 7,672 | $88.5K | 0.00% | −17,543−69.6% | Reduced |
| Sanders Morris Harris LLC | 10,000 | $115.3K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $116.3K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 10,343 | $119.3K | 0.04% | +18+0.2% | Added |
| Strategic Advocates LLC | 10,400 | $119.9K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $122.4K | 0.12% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,697 | $123.3K | 0.00% | +142+1.3% | Added |
| Fermata Advisors, LLC | 10,900 | $125.7K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,926 | $126.0K | 0.03% | +3,569+48.5% | Added |
| Perennial Investment Advisors, LLC | 11,012 | $127.0K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 12,121 | $139.8K | 0.01% | +826+7.3% | Added |
| XTX Topco Ltd | 12,540 | $144.6K | 0.01% | +12,540 | New |
| Parallel Advisors, LLC | 13,831 | $159.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,890 | $160.2K | 0.00% | +13,890 | New |
| Alpha Cubed Investments, LLC | 14,355 | $165.5K | 0.01% | 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 |
| Grassi Investment Management | 15,000 | $173.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $173.5K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,168 | $174.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,208 | $175.4K | 0.00% | +1,281+9.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,404 | $177.6K | 0.00% | −7,109−31.6% | Reduced |
| FMR LLC | 15,990 | $184.4K | 0.00% | +15,990 | New |
| Ieq Capital, LLC | 16,592 | $191.3K | 0.00% | +173+1.1% | Added |
| Pure Financial Advisors, Inc. | 17,974 | $207.2K | 0.01% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 18,050 | $208.1K | 0.12% | 00.0% | Unchanged |
| RB Capital Management, LLC | 18,397 | $212.1K | 0.05% | +226+1.2% | Added |
| HRT Financial LP | 19,006 | $219.0K | 0.00% | +6,075+47.0% | Added |
| First American Trust, FSB | 19,000 | $219.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,941 | $241.4K | 0.00% | +4,876+30.4% | Added |
| Ameritas Advisory Services, LLC | 22,957 | $264.7K | 0.01% | +16+0.1% | Added |
| MKT Advisors LLC | 23,060 | $268.2K | 0.13% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,312 | $282.1K | 0.01% | +500+2.1% | Added |
| Castle Rock Wealth Management, LLC | 25,525 | $294.0K | 0.07% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 26,600 | $306.7K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 27,075 | $312.2K | 0.00% | +6,000+28.5% | Added |
| International Assets Investment Management, LLC | 27,600 | $318.2K | 0.03% | +1,000+3.8% | Added |
| RHS Financial, LLC | 29,147 | $336.1K | 0.21% | +1,777+6.5% | Added |
| Bartlett & Co. Wealth Management LLC | 29,400 | $341.1K | 0.01% | −4,100−12.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 32,037 | $369.4K | 0.13% | +7,062+28.3% | Added |
| Sowell Financial Services LLC | 33,203 | $385.0K | 0.02% | +41+0.1% | Added |
| Stifel Financial Corp | 33,856 | $390.4K | 0.00% | +10,407+44.4% | Added |
| Tortoise Investment Management, LLC | 33,931 | $391.2K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 35,992 | $415.0K | 0.00% | −24,616−40.6% | Reduced |
| Atria Wealth Solutions, Inc. | 36,941 | $428.6K | 0.00% | +4,600+14.2% | Added |
| Core Wealth Partners LLC | 37,543 | $432.9K | 0.30% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 37,860 | $438.0K | 0.00% | +7,260+23.7% | Added |
| Integrated Wealth Concepts LLC | 39,548 | $456.0K | 0.01% | +62+0.2% | Added |
| Apriem Advisors | 41,120 | $474.1K | 0.06% | −17,000−29.2% | Reduced |
| Cooper Financial Group | 41,364 | $476.9K | 0.07% | +483+1.2% | Added |
| Marex Group plc | 45,000 | $518.9K | 0.01% | +45,000 | New |
| Everett Harris & Co | 46,000 | $530.4K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 46,000 | $533.8K | 0.78% | −86,974−65.4% | Reduced |
| Oder Investment Management, LLC | 46,504 | $536.2K | 0.49% | +1,527+3.4% | Added |
| Melfa Wealth Management, LLC | 47,066 | $542.7K | 0.38% | −6,481−12.1% | Reduced |
| Cerity Partners LLC | 52,505 | $605.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52,508 | $605.4K | 0.03% | −1,420−2.6% | Reduced |
| First Foundation Advisors | 52,999 | $611.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 55,420 | $641.2K | 0.02% | +280+0.5% | Added |
| Sanctuary Advisors, LLC | 61,490 | $659.8K | 0.00% | +61,490 | New |
| Advisor Group Holdings, Inc. | 58,832 | $678.3K | 0.00% | −179,440−75.3% | Reduced |
| Van Hulzen Asset Management, LLC | 60,923 | $702.0K | 0.05% | −400−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 61,804 | $712.6K | 0.01% | −2,972−4.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 63,479 | $731.9K | 0.60% | +11,294+21.6% | Added |
| Cetera Investment Advisers | 66,469 | $766.4K | 0.00% | −9,587−12.6% | Reduced |
| Royal Bank of Canada | 72,001 | $830.0K | 0.00% | −1,000−1.4% | Reduced |
| Rareview Capital LLC | 73,204 | $844.0K | 0.81% | +37+0.1% | Added |
| Commonwealth Equity Services, LLC | 75,479 | $870.0K | 0.00% | +2,722+3.7% | Added |
| Ameriprise Financial Inc | 76,702 | $872.8K | 0.00% | +4,689+6.5% | Added |
| Southland Equity Partners LLC | 90,940 | $1.05M | 0.30% | 00.0% | Unchanged |
| Whittier Trust Co | 103,041 | $1.19M | 0.02% | +14,900+16.9% | Added |
| Nine Masts Capital Ltd | 109,144 | $1.26M | 0.39% | −69,502−38.9% | Reduced |
| Raymond James & Associates | 111,788 | $1.29M | 0.00% | +21,921+24.4% | Added |
| Wedbush Securities Inc | 115,176 | $1.33M | 0.05% | −8,422−6.8% | Reduced |
| Davidson Trust Co | 148,098 | $1.71M | 1.18% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 193,753 | $2.23M | 0.03% | +2,694+1.4% | Added |
| PFG Investments, LLC | 195,127 | $2.25M | 0.16% | −3,816−1.9% | Reduced |
| Fort Point Capital Partners LLC | 196,328 | $2.26M | 0.29% | +38,184+24.1% | Added |
| Sit Investment Associates Inc | 209,327 | $2.41M | 0.06% | +25,000+13.6% | Added |
| Regatta Capital Group, LLC | 210,628 | $2.43M | 0.52% | 00.0% | Unchanged |
| Ignite Planners, LLC | 213,998 | $2.49M | 0.61% | +1,340+0.6% | Added |
| Bank of America Corp | 224,467 | $2.59M | 0.00% | −12,797−5.4% | Reduced |
| CNH Partners LLC | 226,820 | $2.62M | 0.07% | −357,129−61.2% | Reduced |
| Allworth Financial LP | 251,329 | $2.87M | 0.02% | −12,364−4.7% | Reduced |
| Dakota Wealth Management | 258,657 | $2.98M | 0.07% | 00.0% | Unchanged |