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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, 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.

Institutional holdersQ3 2024: 120 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 heldQ3 2024: $339.0M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2024.

Institutions holding NAC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)20$2380.00%00.0%Unchanged
BFSG, LLC800$9.51K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.898$10.7K0.00%+17+1.9%Added
Main Management LLC1,000$12.0K0.00%00.0%Unchanged
Rothschild Investment LLC1,229$14.6K0.00%+30+2.5%Added
Householder Group Estate & Retirement Specialist, LLC1,841$21.0K0.01%00.0%Unchanged
FNY Investment Advisers, LLC2,000$23.0K0.01%+2,000New
US Bancorp2,577$30.6K0.00%+102+4.1%Added
Caitlin John, LLC3,300$37.7K0.02%00.0%Unchanged
Bokf, NA3,500$41.6K0.00%+3,500New
Global Retirement Partners, LLC3,685$43.8K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc6,480$77.0K0.00%−1,000−13.4%Reduced
CWM, LLC7,018$83.0K0.00%+5,035+253.9%Added
Comerica Bank7,672$91.2K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC8,726$103.8K0.02%−2,200−20.1%Reduced
CIBC Private Wealth Group, LLC10,000$118.9K0.00%00.0%Unchanged
Sanders Morris Harris LLC10,000$118.9K0.02%00.0%Unchanged
Larson Financial Group LLC10,000$118.9K0.01%+10,000New
Gerber Kawasaki Wealth & Investment Management10,122$120.4K0.01%−1,999−16.5%Reduced
Strategic Advocates LLC10,400$123.7K0.04%00.0%Unchanged
Riverview Trust Co10,612$126.2K0.11%00.0%Unchanged
Change Path, LLC10,804$128.5K0.00%+10,804New
Fermata Advisors, LLC10,900$129.6K0.03%00.0%Unchanged
Mesirow Financial Investment Management, Inc.10,902$129.6K0.00%+205+1.9%Added
Perennial Investment Advisors, LLC11,032$131.2K0.02%+20+0.2%Added
Parallel Advisors, LLC13,831$164.5K0.00%00.0%Unchanged
Alpha Cubed Investments, LLC14,355$170.7K0.01%00.0%Unchanged
Clearstead Advisors, LLC14,857$176.7K0.00%+14,857New
Grassi Investment Management15,000$178.0K0.02%00.0%Unchanged
Choate Investment Advisors15,000$178.3K0.00%00.0%Unchanged
Weaver Consulting Group15,000$178.3K0.06%00.0%Unchanged
Western Wealth Management, LLC15,049$178.9K0.01%00.0%Unchanged
Perigon Wealth Management, LLC15,168$180.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.16,343$194.3K0.00%−42,489−72.2%Reduced
Ieq Capital, LLC16,839$200.2K0.00%+247+1.5%Added
NewEdge Wealth, LLC17,500$208.1K0.00%+17,500New
EP Wealth Advisors, LLC17,552$208.7K0.00%+2,344+15.4%Added
New Insight Wealth Advisors18,050$214.6K0.11%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC18,058$214.7K0.00%+18,058New
Pure Financial Advisors, Inc.18,195$216.3K0.01%+221+1.2%Added
RB Capital Management, LLC18,684$222.1K0.05%+287+1.6%Added
First American Trust, FSB19,000$225.9K0.02%00.0%Unchanged
Bridgewealth Advisory Group, LLC20,243$240.7K0.09%+20,243New
Nine Masts Capital Ltd20,421$242.8K0.11%−88,723−81.3%Reduced
Raymond James Financial Services Advisors, Inc.20,770$247.0K0.00%+5,366+34.8%Added
Farther Finance Advisors, LLC22,266$264.7K0.01%+21,822+4,914.9%Added
Ameritas Advisory Services, LLC22,992$273.4K0.01%+35+0.2%Added
MKT Advisors LLC23,060$275.1K0.13%00.0%Unchanged
Snowden Capital Advisors LLC24,016$287.3K0.01%−296−1.2%Reduced
Castle Rock Wealth Management, LLC25,525$301.8K0.07%00.0%Unchanged
Oppenheimer & Co Inc27,776$330.3K0.01%+6,835+32.6%Added
Tortoise Investment Management, LLC28,251$335.9K0.04%−5,680−16.7%Reduced
XTX Topco Ltd30,451$362.1K0.03%+17,911+142.8%Added
RHS Financial, LLC30,522$362.9K0.18%+1,375+4.7%Added
Sowell Financial Services LLC32,387$387.0K0.02%−816−2.5%Reduced
Thomas J. Herzfeld Advisors, Inc.32,766$389.6K0.13%+729+2.3%Added
Bartlett & Co. Wealth Management LLC32,900$393.6K0.01%+3,500+11.9%Added
D.A. Davidson & Co.36,188$430.3K0.00%+196+0.5%Added
Core Wealth Partners LLC37,543$446.4K0.27%00.0%Unchanged
Stifel Financial Corp37,984$451.6K0.00%+4,128+12.2%Added
HighTower Advisors, LLC38,359$457.0K0.00%+499+1.3%Added
Integrated Wealth Concepts LLC39,637$471.3K0.01%+89+0.2%Added
Atria Wealth Solutions, Inc.39,887$477.2K0.01%+2,946+8.0%Added
Apriem Advisors40,320$479.4K0.06%−800−1.9%Reduced
Cooper Financial Group41,390$492.1K0.06%+26+0.1%Added
GWM Advisors LLC42,297$502.9K0.00%+42,297New
Nwam LLC44,524$529.4K0.03%+44,524New
Everett Harris & Co46,000$546.9K0.01%00.0%Unchanged
Melfa Wealth Management, LLC47,066$559.6K0.37%00.0%Unchanged
Oder Investment Management, LLC50,995$606.3K0.52%+4,491+9.7%Added
Millennium Management LLC51,229$609.1K0.00%+51,229New
Cerity Partners LLC52,505$624.3K0.00%00.0%Unchanged
Walleye Capital LLC53,357$634.4K0.01%+53,357New
Commonwealth Equity Services, LLC54,239$645.0K0.00%−21,240−28.1%Reduced
First Foundation Advisors57,290$681.2K0.03%+4,291+8.1%Added
Mutual Advisors, LLC59,471$683.9K0.02%+4,051+7.3%Added
Hollencrest Capital Management58,818$699.3K0.03%+6,310+12.0%Added
Van Hulzen Asset Management, LLC60,226$716.0K0.05%−697−1.1%Reduced
Prime Capital Investment Advisors, LLC61,842$735.3K0.01%+38+0.1%Added
Cetera Investment Advisers66,500$790.7K0.00%+310.0%Added
Marex Group plc72,049$856.7K0.02%+27,049+60.1%Added
Rareview Capital LLC73,204$870.4K0.65%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.73,224$870.6K0.65%+9,745+15.4%Added
CI Private Wealth, LLC74,647$887.6K0.00%+60,757+437.4%Added
Ameriprise Financial Inc85,267$1.01M0.00%+8,565+11.2%Added
Royal Bank of Canada88,969$1.06M0.00%+16,968+23.6%Added
Southland Equity Partners LLC102,140$1.21M0.30%+11,200+12.3%Added
Logan Stone Capital, LLC110,977$1.32M0.33%−579,711−83.9%Reduced
Raymond James & Associates116,691$1.39M0.00%+4,903+4.4%Added
Whittier Trust Co118,481$1.41M0.02%+15,440+15.0%Added
Wedbush Securities Inc119,376$1.42M0.05%+4,200+3.6%Added
Sanctuary Advisors, LLC145,942$1.67M0.01%+84,452+137.3%Added
Davidson Trust Co148,098$1.76M0.90%00.0%Unchanged
Regatta Capital Group, LLC165,406$1.97M0.38%−45,222−21.5%Reduced
PFG Investments, LLC193,564$2.30M0.15%−1,563−0.8%Reduced
Evoke Wealth, LLC198,374$2.37M0.06%+152,374+331.2%Added
Sit Investment Associates Inc209,327$2.49M0.06%00.0%Unchanged
Dakota Wealth Management216,132$2.57M0.06%−42,525−16.4%Reduced
Resources Investment Advisors, LLC.219,921$2.61M0.03%+26,168+13.5%Added
Allworth Financial LP251,437$2.99M0.02%+1080.0%Added