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, Q4 2024
Institutional positions in Nuveen California Quality Municipal Income Fund as of Dec 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
- 124
- +6 vs. Q3 2024
- Shares held
- 25.4M
- −3.27M (−11.4%) vs. Q3 2024
- Total value
- $287.3M
- −$50.1M (−14.9%) vs. Q3 2024
- New holders
- 18
- 51 more added
- Sold out
- 12
- 31 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,042,632 | $34.4M | 0.00% | +399,998+15.1% | Added |
| Karpus Management, Inc. | 2,765,927 | $31.2M | 0.92% | −483,893−14.9% | Reduced |
| Rivernorth Capital Management, LLC | 2,405,643 | $27.2M | 1.31% | −383,450−13.7% | Reduced |
| Mackay Shields LLC | 2,225,404 | $25.1M | 0.74% | 00.0% | Unchanged |
| UBS Group AG | 1,882,006 | $21.2M | 0.00% | −61,587−3.2% | Reduced |
| Guggenheim Capital LLC | 1,557,366 | $17.6M | 0.14% | +124,309+8.7% | Added |
| Wells Fargo & Company | 1,125,822 | $12.7M | 0.00% | +33,447+3.1% | Added |
| Rockefeller Capital Management L.P. | 933,059 | $10.5M | 0.03% | +82,323+9.7% | Added |
| Robinson Capital Management, LLC | 814,746 | $9.20M | 3.71% | +204,350+33.5% | Added |
| Advisors Asset Management, Inc. | 571,262 | $6.45M | 0.12% | −706−0.1% | Reduced |
| Mariner, LLC | 523,177 | $5.91M | 0.01% | −9,094−1.7% | Reduced |
| Allianz Asset Management GmbH | 475,879 | $5.37M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 467,107 | $5.27M | 0.00% | +164,927+54.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 368,576 | $4.16M | 0.19% | −149,381−28.8% | Reduced |
| LM Advisors LLC | 338,613 | $3.82M | 0.68% | +4,015+1.2% | Added |
| LPL Financial LLC | 312,923 | $3.53M | 0.00% | +11,180+3.7% | Added |
| Ignite Planners, LLC | 288,357 | $3.30M | 0.72% | +24,323+9.2% | Added |
| Sit Investment Associates Inc | 244,327 | $2.76M | 0.06% | +35,000+16.7% | Added |
| Evoke Wealth, LLC | 240,374 | $2.71M | 0.08% | +42,000+21.2% | Added |
| Resources Investment Advisors, LLC. | 213,234 | $2.41M | 0.03% | −6,687−3.0% | Reduced |
| Dakota Wealth Management | 210,407 | $2.38M | 0.05% | −5,725−2.6% | Reduced |
| PFG Investments, LLC | 192,630 | $2.17M | 0.14% | −934−0.5% | Reduced |
| Sanctuary Advisors, LLC | 174,142 | $1.97M | 0.01% | +28,200+19.3% | Added |
| Allworth Financial LP | 170,106 | $1.91M | 0.01% | −81,331−32.3% | Reduced |
| Raymond James Financial Inc | 165,018 | $1.86M | 0.00% | +165,018 | New |
| Regatta Capital Group, LLC | 152,731 | $1.72M | 0.33% | −12,675−7.7% | Reduced |
| Davidson Trust Co | 148,098 | $1.67M | 0.86% | 00.0% | Unchanged |
| Atala Financial Inc | 143,251 | $1.62M | 1.14% | +143,251 | New |
| DKM Wealth Management, Inc. | 142,401 | $1.61M | 1.52% | +142,401 | New |
| Wedbush Securities Inc | 140,233 | $1.58M | 0.06% | +20,857+17.5% | Added |
| Southland Equity Partners LLC | 123,040 | $1.39M | 0.32% | +20,900+20.5% | Added |
| Royal Bank of Canada | 115,710 | $1.31M | 0.00% | +26,741+30.1% | Added |
| Whittier Trust Co | 112,242 | $1.27M | 0.02% | −6,239−5.3% | Reduced |
| Ameriprise Financial Inc | 112,213 | $1.27M | 0.00% | +26,946+31.6% | Added |
| CI Private Wealth, LLC | 94,786 | $1.07M | 0.00% | +20,139+27.0% | Added |
| Prime Capital Investment Advisors, LLC | 79,190 | $894.1K | 0.01% | +17,348+28.1% | Added |
| Rareview Capital LLC | 73,327 | $871.9K | 0.63% | +123+0.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 75,736 | $855.1K | 0.59% | +2,512+3.4% | Added |
| Whitebox Advisors LLC | 72,679 | $820.5K | 0.03% | −719,024−90.8% | Reduced |
| Commonwealth Equity Services, LLC | 71,041 | $802.0K | 0.00% | +16,802+31.0% | Added |
| Cetera Investment Advisers | 67,130 | $757.9K | 0.00% | +630+0.9% | Added |
| Stifel Financial Corp | 65,372 | $738.1K | 0.00% | +27,388+72.1% | Added |
| Mutual Advisors, LLC | 60,251 | $673.6K | 0.02% | +780+1.3% | Added |
| First Foundation Advisors | 57,290 | $646.8K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 54,505 | $615.4K | 0.00% | +2,000+3.8% | Added |
| Melfa Wealth Management, LLC | 53,566 | $604.8K | 0.40% | +6,500+13.8% | Added |
| Van Hulzen Asset Management, LLC | 50,950 | $575.2K | 0.04% | −9,276−15.4% | Reduced |
| Hollencrest Capital Management | 50,703 | $572.4K | 0.02% | −8,115−13.8% | Reduced |
| NWF Advisory Services Inc. | 50,359 | $568.6K | 0.08% | +50,359 | New |
| Atria Wealth Solutions, Inc. | 50,254 | $567.4K | 0.01% | +10,367+26.0% | Added |
| Oder Investment Management, LLC | 50,173 | $566.5K | 0.47% | −822−1.6% | Reduced |
| GWM Advisors LLC | 49,475 | $558.6K | 0.00% | +7,178+17.0% | Added |
| HighTower Advisors, LLC | 46,578 | $525.9K | 0.00% | +8,219+21.4% | Added |
| New Insight Wealth Advisors | 46,160 | $521.1K | 0.26% | +28,110+155.7% | Added |
| Everett Harris & Co | 46,000 | $519.3K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 44,524 | $502.7K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 43,115 | $486.8K | 0.00% | +26,772+163.8% | Added |
| Cooper Financial Group | 41,914 | $473.2K | 0.06% | +524+1.3% | Added |
| Landscape Capital Management, L.L.C. | 41,665 | $470.4K | 0.05% | +41,665 | New |
| Integrated Wealth Concepts LLC | 39,026 | $440.6K | 0.01% | −611−1.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 38,523 | $439.9K | 0.12% | +18,280+90.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 38,256 | $431.9K | 0.14% | +5,490+16.8% | Added |
| International Assets Investment Management, LLC | 37,600 | $429.8K | 0.04% | −290,567−88.5% | Reduced |
| Core Wealth Partners LLC | 37,543 | $423.9K | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 37,000 | $417.7K | 0.01% | +4,100+12.5% | Added |
| D.A. Davidson & Co. | 36,456 | $411.6K | 0.00% | +268+0.7% | Added |
| RHS Financial, LLC | 36,424 | $411.2K | 0.21% | +5,902+19.3% | Added |
| Creative Planning | 35,099 | $396.3K | 0.00% | +35,099 | New |
| Apriem Advisors | 31,320 | $353.6K | 0.04% | −9,000−22.3% | Reduced |
| Sowell Financial Services LLC | 30,860 | $348.4K | 0.02% | −1,527−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 29,577 | $333.9K | 0.01% | +29,577 | New |
| Oppenheimer & Co Inc | 28,501 | $321.8K | 0.00% | +725+2.6% | Added |
| NewEdge Wealth, LLC | 27,100 | $306.0K | 0.01% | +9,600+54.9% | Added |
| Western Wealth Management, LLC | 26,489 | $299.1K | 0.02% | +11,440+76.0% | Added |
| Castle Rock Wealth Management, LLC | 25,525 | $291.8K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,020 | $271.2K | 0.01% | +40.0% | Added |
| MKT Advisors LLC | 23,060 | $257.6K | 0.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21,822 | $246.4K | 0.01% | −444−2.0% | Reduced |
| Tortoise Investment Management, LLC | 21,228 | $239.7K | 0.03% | −7,023−24.9% | Reduced |
| Ameritas Advisory Services, LLC | 21,135 | $238.6K | 0.01% | −1,857−8.1% | Reduced |
| Susquehanna International Group, LLP | 20,156 | $227.6K | 0.00% | +20,156 | New |
| Nomura Holdings Inc | 20,000 | $225.8K | 0.00% | +20,000 | New |
| Marex Group plc | 19,501 | $220.2K | 0.00% | −52,548−72.9% | Reduced |
| First American Trust, FSB | 19,000 | $214.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,809 | $212.4K | 0.00% | +751+4.2% | Added |
| Pure Financial Advisors, Inc. | 18,195 | $205.4K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 18,099 | $204.3K | 0.05% | −585−3.1% | Reduced |
| Ieq Capital, LLC | 17,178 | $193.9K | 0.00% | +339+2.0% | Added |
| Perigon Wealth Management, LLC | 16,568 | $185.2K | 0.00% | +1,400+9.2% | Added |
| EP Wealth Advisors, LLC | 16,279 | $183.8K | 0.00% | −1,273−7.3% | Reduced |
| Choate Investment Advisors | 15,000 | $169.3K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,000 | $169.3K | 0.05% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $169.0K | 0.01% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 14,953 | $168.8K | 0.11% | +14,953 | New |
| Parallel Advisors, LLC | 13,831 | $156.2K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 13,500 | $152.4K | 0.03% | +13,500 | New |
| XTX Topco Ltd | 12,404 | $140.0K | 0.01% | −18,047−59.3% | Reduced |
| Kestra Advisory Services, LLC | 11,321 | $127.8K | 0.00% | +11,321 | New |
| Mesirow Financial Investment Management, Inc. | 11,183 | $126.3K | 0.00% | +281+2.6% | Added |
| Fermata Advisors, LLC | 10,900 | $123.1K | 0.02% | 00.0% | Unchanged |