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, Q3 2024
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 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
- 120
- +1 vs. Q2 2024
- Shares held
- 28.8M
- −7.63M (−20.9%) vs. Q2 2024
- Total value
- $339.0M
- −$81.4M (−19.4%) vs. Q2 2024
- New holders
- 12
- 56 more added
- Sold out
- 11
- 21 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 3,249,820 | $38.6M | 1.07% | −2,067,859−38.9% | Reduced |
| Saba Capital Management, L.P. | 2,856,097 | $34.0M | 0.75% | −4,872,276−63.0% | Reduced |
| Rivernorth Capital Management, LLC | 2,789,093 | $33.2M | 1.60% | −811,869−22.5% | Reduced |
| Morgan Stanley | 2,642,634 | $31.4M | 0.00% | +316,181+13.6% | Added |
| Mackay Shields LLC | 2,225,404 | $26.5M | 0.73% | +100,500+4.7% | Added |
| UBS Group AG | 1,943,593 | $23.1M | 0.01% | +213,087+12.3% | Added |
| Guggenheim Capital LLC | 1,433,057 | $17.0M | 0.12% | +230,877+19.2% | Added |
| Wells Fargo & Company | 1,092,375 | $13.0M | 0.00% | +96,283+9.7% | Added |
| Rockefeller Capital Management L.P. | 850,736 | $10.1M | 0.03% | +171,428+25.2% | Added |
| Whitebox Advisors LLC | 791,703 | $9.41M | 0.41% | −328,669−29.3% | Reduced |
| Robinson Capital Management, LLC | 610,396 | $7.31M | 2.52% | +159,546+35.4% | Added |
| Advisors Asset Management, Inc. | 571,968 | $6.80M | 0.12% | +31,058+5.7% | Added |
| Mariner, LLC | 532,271 | $6.33M | 0.01% | +38,336+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 517,957 | $6.16M | 0.29% | −18,098−3.4% | Reduced |
| Allianz Asset Management GmbH | 475,879 | $5.66M | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 334,598 | $3.98M | 0.81% | −13,326−3.8% | Reduced |
| Bank of America Corp | 302,180 | $3.59M | 0.00% | +77,713+34.6% | Added |
| LPL Financial LLC | 301,743 | $3.59M | 0.00% | +23,734+8.5% | Added |
| Ignite Planners, LLC | 264,034 | $3.14M | 0.72% | +50,036+23.4% | Added |
| Allworth Financial LP | 251,437 | $2.99M | 0.02% | +1080.0% | Added |
| Resources Investment Advisors, LLC. | 219,921 | $2.61M | 0.03% | +26,168+13.5% | Added |
| Dakota Wealth Management | 216,132 | $2.57M | 0.06% | −42,525−16.4% | Reduced |
| Sit Investment Associates Inc | 209,327 | $2.49M | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 198,374 | $2.37M | 0.06% | +152,374+331.2% | Added |
| PFG Investments, LLC | 193,564 | $2.30M | 0.15% | −1,563−0.8% | Reduced |
| Regatta Capital Group, LLC | 165,406 | $1.97M | 0.38% | −45,222−21.5% | Reduced |
| Davidson Trust Co | 148,098 | $1.76M | 0.90% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 145,942 | $1.67M | 0.01% | +84,452+137.3% | Added |
| Wedbush Securities Inc | 119,376 | $1.42M | 0.05% | +4,200+3.6% | Added |
| Whittier Trust Co | 118,481 | $1.41M | 0.02% | +15,440+15.0% | Added |
| Raymond James & Associates | 116,691 | $1.39M | 0.00% | +4,903+4.4% | Added |
| Logan Stone Capital, LLC | 110,977 | $1.32M | 0.33% | −579,711−83.9% | Reduced |
| Southland Equity Partners LLC | 102,140 | $1.21M | 0.30% | +11,200+12.3% | Added |
| Royal Bank of Canada | 88,969 | $1.06M | 0.00% | +16,968+23.6% | Added |
| Ameriprise Financial Inc | 85,267 | $1.01M | 0.00% | +8,565+11.2% | Added |
| CI Private Wealth, LLC | 74,647 | $887.6K | 0.00% | +60,757+437.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 73,224 | $870.6K | 0.65% | +9,745+15.4% | Added |
| Rareview Capital LLC | 73,204 | $870.4K | 0.65% | 00.0% | Unchanged |
| Marex Group plc | 72,049 | $856.7K | 0.02% | +27,049+60.1% | Added |
| Cetera Investment Advisers | 66,500 | $790.7K | 0.00% | +310.0% | Added |
| Prime Capital Investment Advisors, LLC | 61,842 | $735.3K | 0.01% | +38+0.1% | Added |
| Van Hulzen Asset Management, LLC | 60,226 | $716.0K | 0.05% | −697−1.1% | Reduced |
| Hollencrest Capital Management | 58,818 | $699.3K | 0.03% | +6,310+12.0% | Added |
| Mutual Advisors, LLC | 59,471 | $683.9K | 0.02% | +4,051+7.3% | Added |
| First Foundation Advisors | 57,290 | $681.2K | 0.03% | +4,291+8.1% | Added |
| Commonwealth Equity Services, LLC | 54,239 | $645.0K | 0.00% | −21,240−28.1% | Reduced |
| Walleye Capital LLC | 53,357 | $634.4K | 0.01% | +53,357 | New |
| Cerity Partners LLC | 52,505 | $624.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 51,229 | $609.1K | 0.00% | +51,229 | New |
| Oder Investment Management, LLC | 50,995 | $606.3K | 0.52% | +4,491+9.7% | Added |
| Melfa Wealth Management, LLC | 47,066 | $559.6K | 0.37% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $546.9K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 44,524 | $529.4K | 0.03% | +44,524 | New |
| GWM Advisors LLC | 42,297 | $502.9K | 0.00% | +42,297 | New |
| Cooper Financial Group | 41,390 | $492.1K | 0.06% | +26+0.1% | Added |
| Apriem Advisors | 40,320 | $479.4K | 0.06% | −800−1.9% | Reduced |
| Atria Wealth Solutions, Inc. | 39,887 | $477.2K | 0.01% | +2,946+8.0% | Added |
| Integrated Wealth Concepts LLC | 39,637 | $471.3K | 0.01% | +89+0.2% | Added |
| HighTower Advisors, LLC | 38,359 | $457.0K | 0.00% | +499+1.3% | Added |
| Stifel Financial Corp | 37,984 | $451.6K | 0.00% | +4,128+12.2% | Added |
| Core Wealth Partners LLC | 37,543 | $446.4K | 0.27% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 36,188 | $430.3K | 0.00% | +196+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 32,900 | $393.6K | 0.01% | +3,500+11.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 32,766 | $389.6K | 0.13% | +729+2.3% | Added |
| Sowell Financial Services LLC | 32,387 | $387.0K | 0.02% | −816−2.5% | Reduced |
| RHS Financial, LLC | 30,522 | $362.9K | 0.18% | +1,375+4.7% | Added |
| XTX Topco Ltd | 30,451 | $362.1K | 0.03% | +17,911+142.8% | Added |
| Tortoise Investment Management, LLC | 28,251 | $335.9K | 0.04% | −5,680−16.7% | Reduced |
| Oppenheimer & Co Inc | 27,776 | $330.3K | 0.01% | +6,835+32.6% | Added |
| Castle Rock Wealth Management, LLC | 25,525 | $301.8K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,016 | $287.3K | 0.01% | −296−1.2% | Reduced |
| MKT Advisors LLC | 23,060 | $275.1K | 0.13% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,992 | $273.4K | 0.01% | +35+0.2% | Added |
| Farther Finance Advisors, LLC | 22,266 | $264.7K | 0.01% | +21,822+4,914.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,770 | $247.0K | 0.00% | +5,366+34.8% | Added |
| Nine Masts Capital Ltd | 20,421 | $242.8K | 0.11% | −88,723−81.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 20,243 | $240.7K | 0.09% | +20,243 | New |
| First American Trust, FSB | 19,000 | $225.9K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 18,684 | $222.1K | 0.05% | +287+1.6% | Added |
| Pure Financial Advisors, Inc. | 18,195 | $216.3K | 0.01% | +221+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,058 | $214.7K | 0.00% | +18,058 | New |
| New Insight Wealth Advisors | 18,050 | $214.6K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,552 | $208.7K | 0.00% | +2,344+15.4% | Added |
| NewEdge Wealth, LLC | 17,500 | $208.1K | 0.00% | +17,500 | New |
| Ieq Capital, LLC | 16,839 | $200.2K | 0.00% | +247+1.5% | Added |
| Advisor Group Holdings, Inc. | 16,343 | $194.3K | 0.00% | −42,489−72.2% | Reduced |
| Perigon Wealth Management, LLC | 15,168 | $180.3K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $178.9K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $178.3K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,000 | $178.3K | 0.06% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $178.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14,857 | $176.7K | 0.00% | +14,857 | New |
| Alpha Cubed Investments, LLC | 14,355 | $170.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,831 | $164.5K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,032 | $131.2K | 0.02% | +20+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 10,902 | $129.6K | 0.00% | +205+1.9% | Added |
| Fermata Advisors, LLC | 10,900 | $129.6K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 10,804 | $128.5K | 0.00% | +10,804 | New |
| Riverview Trust Co | 10,612 | $126.2K | 0.11% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $123.7K | 0.04% | 00.0% | Unchanged |