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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 49 | $553 | 0.00% | +29+145.0% | Added |
| BFSG, LLC | 500 | $5.64K | 0.00% | −300−37.5% | Reduced |
| IFP Advisors, Inc | 847 | $9.56K | 0.00% | +847 | New |
| SOA Wealth Advisors, LLC. | 921 | $10.4K | 0.00% | +23+2.6% | Added |
| Main Management LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,253 | $14.1K | 0.00% | +24+2.0% | Added |
| Ameriflex Group, Inc. | 1,400 | $15.9K | 0.01% | +1,400 | New |
| Silicon Valley Capital Partners | 1,737 | $19.6K | 0.00% | +1,737 | New |
| US Bancorp | 2,877 | $32.5K | 0.00% | +300+11.6% | Added |
| Caitlin John, LLC | 3,400 | $38.4K | 0.03% | +100+3.0% | Added |
| Global Retirement Partners, LLC | 3,685 | $41.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,550 | $51.4K | 0.00% | −1,930−29.8% | Reduced |
| Comerica Bank | 5,236 | $59.1K | 0.00% | −2,436−31.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 8,026 | $90.6K | 0.02% | −700−8.0% | Reduced |
| MAI Capital Management | 8,900 | $100.5K | 0.00% | +8,900 | New |
| CIBC Private Wealth Group, LLC | 10,000 | $112.7K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 10,000 | $112.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,000 | $112.9K | 0.01% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 10,161 | $114.7K | 0.12% | +10,161 | New |
| HRT Financial LP | 10,309 | $116.0K | 0.00% | +10,309 | New |
| Strategic Advocates LLC | 10,400 | $117.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $119.8K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 10,804 | $122.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,900 | $123.0K | 0.00% | +3,882+55.3% | Added |
| Fermata Advisors, LLC | 10,900 | $123.1K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,183 | $126.3K | 0.00% | +281+2.6% | Added |
| Kestra Advisory Services, LLC | 11,321 | $127.8K | 0.00% | +11,321 | New |
| XTX Topco Ltd | 12,404 | $140.0K | 0.01% | −18,047−59.3% | Reduced |
| Intellectus Partners, LLC | 13,500 | $152.4K | 0.03% | +13,500 | New |
| Parallel Advisors, LLC | 13,831 | $156.2K | 0.00% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 14,953 | $168.8K | 0.11% | +14,953 | New |
| Grassi Investment Management | 15,000 | $169.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $169.3K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,000 | $169.3K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,279 | $183.8K | 0.00% | −1,273−7.3% | Reduced |
| Perigon Wealth Management, LLC | 16,568 | $185.2K | 0.00% | +1,400+9.2% | Added |
| Ieq Capital, LLC | 17,178 | $193.9K | 0.00% | +339+2.0% | Added |
| RB Capital Management, LLC | 18,099 | $204.3K | 0.05% | −585−3.1% | Reduced |
| Pure Financial Advisors, Inc. | 18,195 | $205.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,809 | $212.4K | 0.00% | +751+4.2% | Added |
| First American Trust, FSB | 19,000 | $214.5K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 19,501 | $220.2K | 0.00% | −52,548−72.9% | Reduced |
| Nomura Holdings Inc | 20,000 | $225.8K | 0.00% | +20,000 | New |
| Susquehanna International Group, LLP | 20,156 | $227.6K | 0.00% | +20,156 | New |
| Ameritas Advisory Services, LLC | 21,135 | $238.6K | 0.01% | −1,857−8.1% | Reduced |
| Tortoise Investment Management, LLC | 21,228 | $239.7K | 0.03% | −7,023−24.9% | Reduced |
| Farther Finance Advisors, LLC | 21,822 | $246.4K | 0.01% | −444−2.0% | Reduced |
| MKT Advisors LLC | 23,060 | $257.6K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,020 | $271.2K | 0.01% | +40.0% | Added |
| Castle Rock Wealth Management, LLC | 25,525 | $291.8K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 26,489 | $299.1K | 0.02% | +11,440+76.0% | Added |
| NewEdge Wealth, LLC | 27,100 | $306.0K | 0.01% | +9,600+54.9% | Added |
| Oppenheimer & Co Inc | 28,501 | $321.8K | 0.00% | +725+2.6% | Added |
| Kestra Private Wealth Services, LLC | 29,577 | $333.9K | 0.01% | +29,577 | New |
| Sowell Financial Services LLC | 30,860 | $348.4K | 0.02% | −1,527−4.7% | Reduced |
| Apriem Advisors | 31,320 | $353.6K | 0.04% | −9,000−22.3% | Reduced |
| Creative Planning | 35,099 | $396.3K | 0.00% | +35,099 | New |
| RHS Financial, LLC | 36,424 | $411.2K | 0.21% | +5,902+19.3% | Added |
| D.A. Davidson & Co. | 36,456 | $411.6K | 0.00% | +268+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 37,000 | $417.7K | 0.01% | +4,100+12.5% | Added |
| Core Wealth Partners LLC | 37,543 | $423.9K | 0.24% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 37,600 | $429.8K | 0.04% | −290,567−88.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38,256 | $431.9K | 0.14% | +5,490+16.8% | Added |
| Bridgewealth Advisory Group, LLC | 38,523 | $439.9K | 0.12% | +18,280+90.3% | Added |
| Integrated Wealth Concepts LLC | 39,026 | $440.6K | 0.01% | −611−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 41,665 | $470.4K | 0.05% | +41,665 | New |
| Cooper Financial Group | 41,914 | $473.2K | 0.06% | +524+1.3% | Added |
| Advisor Group Holdings, Inc. | 43,115 | $486.8K | 0.00% | +26,772+163.8% | Added |
| Nwam LLC | 44,524 | $502.7K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $519.3K | 0.01% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 46,160 | $521.1K | 0.26% | +28,110+155.7% | Added |
| HighTower Advisors, LLC | 46,578 | $525.9K | 0.00% | +8,219+21.4% | Added |
| GWM Advisors LLC | 49,475 | $558.6K | 0.00% | +7,178+17.0% | Added |
| Oder Investment Management, LLC | 50,173 | $566.5K | 0.47% | −822−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 50,254 | $567.4K | 0.01% | +10,367+26.0% | Added |
| NWF Advisory Services Inc. | 50,359 | $568.6K | 0.08% | +50,359 | New |
| Hollencrest Capital Management | 50,703 | $572.4K | 0.02% | −8,115−13.8% | Reduced |
| Van Hulzen Asset Management, LLC | 50,950 | $575.2K | 0.04% | −9,276−15.4% | Reduced |
| Melfa Wealth Management, LLC | 53,566 | $604.8K | 0.40% | +6,500+13.8% | Added |
| Cerity Partners LLC | 54,505 | $615.4K | 0.00% | +2,000+3.8% | Added |
| First Foundation Advisors | 57,290 | $646.8K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 60,251 | $673.6K | 0.02% | +780+1.3% | Added |
| Stifel Financial Corp | 65,372 | $738.1K | 0.00% | +27,388+72.1% | Added |
| Cetera Investment Advisers | 67,130 | $757.9K | 0.00% | +630+0.9% | Added |
| Commonwealth Equity Services, LLC | 71,041 | $802.0K | 0.00% | +16,802+31.0% | Added |
| Whitebox Advisors LLC | 72,679 | $820.5K | 0.03% | −719,024−90.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 75,736 | $855.1K | 0.59% | +2,512+3.4% | Added |
| Rareview Capital LLC | 73,327 | $871.9K | 0.63% | +123+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 79,190 | $894.1K | 0.01% | +17,348+28.1% | Added |
| CI Private Wealth, LLC | 94,786 | $1.07M | 0.00% | +20,139+27.0% | Added |
| Ameriprise Financial Inc | 112,213 | $1.27M | 0.00% | +26,946+31.6% | Added |
| Whittier Trust Co | 112,242 | $1.27M | 0.02% | −6,239−5.3% | Reduced |
| Royal Bank of Canada | 115,710 | $1.31M | 0.00% | +26,741+30.1% | Added |
| Southland Equity Partners LLC | 123,040 | $1.39M | 0.32% | +20,900+20.5% | Added |
| Wedbush Securities Inc | 140,233 | $1.58M | 0.06% | +20,857+17.5% | Added |
| DKM Wealth Management, Inc. | 142,401 | $1.61M | 1.52% | +142,401 | New |
| Atala Financial Inc | 143,251 | $1.62M | 1.14% | +143,251 | New |
| Davidson Trust Co | 148,098 | $1.67M | 0.86% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 152,731 | $1.72M | 0.33% | −12,675−7.7% | Reduced |
| Raymond James Financial Inc | 165,018 | $1.86M | 0.00% | +165,018 | New |