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, Q1 2025
Institutional positions in Nuveen California Quality Municipal Income Fund as of Mar 31, 2025. 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
- 118
- −5 vs. Q4 2024
- Shares held
- 22.4M
- −3.08M (−12.1%) vs. Q4 2024
- Total value
- $251.1M
- −$36.1M (−12.6%) vs. Q4 2024
- New holders
- 9
- 41 more added
- Sold out
- 14
- 38 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,273,062 | $36.8M | 0.00% | +230,430+7.6% | Added |
| Mackay Shields LLC | 2,184,910 | $24.6M | 0.79% | −40,494−1.8% | Reduced |
| UBS Group AG | 1,883,176 | $21.2M | 0.00% | +1,170+0.1% | Added |
| Guggenheim Capital LLC | 1,602,299 | $18.0M | 0.17% | +44,933+2.9% | Added |
| Rivernorth Capital Management, LLC | 1,379,388 | $15.5M | 0.82% | −1,026,255−42.7% | Reduced |
| Wells Fargo & Company | 1,157,801 | $13.0M | 0.00% | +31,979+2.8% | Added |
| Rockefeller Capital Management L.P. | 1,082,314 | $12.2M | 0.03% | +149,255+16.0% | Added |
| Robinson Capital Management, LLC | 777,896 | $8.74M | 3.55% | −36,850−4.5% | Reduced |
| Advisors Asset Management, Inc. | 643,970 | $7.24M | 0.14% | +72,708+12.7% | Added |
| Karpus Management, Inc. | 591,389 | $6.65M | 0.22% | −2,174,538−78.6% | Reduced |
| Mariner, LLC | 527,083 | $5.92M | 0.01% | +3,906+0.7% | Added |
| Allianz Asset Management GmbH | 475,879 | $5.35M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 456,889 | $5.14M | 0.00% | −10,218−2.2% | Reduced |
| LPL Financial LLC | 362,391 | $4.07M | 0.00% | +49,468+15.8% | Added |
| LM Advisors LLC | 337,913 | $3.80M | 0.68% | −700−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 320,373 | $3.60M | 0.16% | −48,203−13.1% | Reduced |
| Ignite Planners, LLC | 310,430 | $3.40M | 0.67% | +22,073+7.7% | Added |
| Evoke Wealth, LLC | 240,374 | $2.72M | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 239,427 | $2.69M | 0.06% | −4,900−2.0% | Reduced |
| PFG Investments, LLC | 191,920 | $2.16M | 0.14% | −710−0.4% | Reduced |
| Sanctuary Advisors, LLC | 178,897 | $2.01M | 0.01% | +4,755+2.7% | Added |
| Raymond James Financial Inc | 151,059 | $1.70M | 0.00% | −13,959−8.5% | Reduced |
| Davidson Trust Co | 148,098 | $1.66M | 0.79% | 00.0% | Unchanged |
| Allworth Financial LP | 155,224 | $1.66M | 0.01% | −14,882−8.7% | Reduced |
| Regatta Capital Group, LLC | 146,597 | $1.65M | 0.32% | −6,134−4.0% | Reduced |
| DKM Wealth Management, Inc. | 142,401 | $1.60M | 1.55% | 00.0% | Unchanged |
| Atala Financial Inc | 140,895 | $1.58M | 1.19% | −2,356−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 132,849 | $1.49M | 0.02% | −80,385−37.7% | Reduced |
| Royal Bank of Canada | 125,135 | $1.41M | 0.00% | +9,425+8.1% | Added |
| Southland Equity Partners LLC | 123,040 | $1.38M | 0.32% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 113,751 | $1.28M | 0.00% | +1,538+1.4% | Added |
| Whittier Trust Co | 107,887 | $1.21M | 0.02% | −4,355−3.9% | Reduced |
| Wedbush Securities Inc | 84,019 | $944.0K | 0.03% | −56,214−40.1% | Reduced |
| CI Private Wealth, LLC | 75,437 | $847.9K | 0.00% | −19,349−20.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 75,053 | $843.6K | 0.63% | −683−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 73,931 | $831.0K | 0.00% | +2,890+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 73,770 | $829.2K | 0.01% | −5,420−6.8% | Reduced |
| Rareview Capital LLC | 71,699 | $805.9K | 0.51% | −1,628−2.2% | Reduced |
| Stifel Financial Corp | 71,441 | $803.0K | 0.00% | +6,069+9.3% | Added |
| GWM Advisors LLC | 70,068 | $787.6K | 0.00% | +20,593+41.6% | Added |
| Creative Planning | 68,739 | $772.6K | 0.00% | +33,640+95.8% | Added |
| First Foundation Advisors | 68,102 | $765.5K | 0.03% | +10,812+18.9% | Added |
| Cetera Investment Advisers | 63,365 | $712.2K | 0.00% | −3,765−5.6% | Reduced |
| Fisher Asset Management, LLC | 61,029 | $686.0K | 0.00% | +61,029 | New |
| New Insight Wealth Advisors | 59,910 | $673.4K | 0.31% | +13,750+29.8% | Added |
| The PNC Financial Services Group, Inc. | 59,626 | $670.2K | 0.00% | +59,626 | New |
| Mutual Advisors, LLC | 61,138 | $660.3K | 0.02% | +887+1.5% | Added |
| Dakota Wealth Management | 57,149 | $642.4K | 0.02% | −153,258−72.8% | Reduced |
| Advisor Group Holdings, Inc. | 55,181 | $620.2K | 0.00% | +12,066+28.0% | Added |
| Hollencrest Capital Management | 55,063 | $618.9K | 0.03% | +4,360+8.6% | Added |
| Melfa Wealth Management, LLC | 53,566 | $602.1K | 0.41% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 50,950 | $572.7K | 0.05% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 50,393 | $566.4K | 0.48% | +220+0.4% | Added |
| Kestra Private Wealth Services, LLC | 50,335 | $565.8K | 0.01% | +20,758+70.2% | Added |
| RHS Financial, LLC | 49,979 | $561.8K | 0.32% | +13,555+37.2% | Added |
| Cerity Partners LLC | 49,862 | $560.4K | 0.00% | −4,643−8.5% | Reduced |
| Atria Wealth Solutions, Inc. | 48,108 | $544.3K | 0.01% | −2,146−4.3% | Reduced |
| HighTower Advisors, LLC | 47,930 | $538.7K | 0.00% | +1,352+2.9% | Added |
| D.A. Davidson & Co. | 46,300 | $520.4K | 0.00% | +9,844+27.0% | Added |
| Everett Harris & Co | 46,000 | $517.0K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 43,820 | $492.5K | 0.06% | +12,500+39.9% | Added |
| Nwam LLC | 43,139 | $484.9K | 0.04% | −1,385−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,750 | $461.0K | 0.01% | +3,750+10.1% | Added |
| Cooper Financial Group | 40,355 | $453.6K | 0.06% | −1,559−3.7% | Reduced |
| International Assets Investment Management, LLC | 37,600 | $422.6K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 35,626 | $400.4K | 0.00% | −3,400−8.7% | Reduced |
| Susquehanna International Group, LLP | 34,696 | $390.0K | 0.00% | +14,540+72.1% | Added |
| Core Wealth Partners LLC | 33,499 | $376.5K | 0.22% | −4,044−10.8% | Reduced |
| Sowell Financial Services LLC | 30,914 | $347.5K | 0.02% | +54+0.2% | Added |
| Oppenheimer & Co Inc | 28,940 | $325.3K | 0.00% | +439+1.5% | Added |
| NewEdge Wealth, LLC | 27,100 | $304.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,714 | $300.3K | 0.00% | +26,714 | New |
| Castle Rock Wealth Management, LLC | 24,375 | $275.2K | 0.07% | −1,150−4.5% | Reduced |
| Marex Group plc | 24,422 | $274.5K | 0.01% | +4,921+25.2% | Added |
| Snowden Capital Advisors LLC | 24,022 | $271.8K | 0.01% | +20.0% | Added |
| MKT Advisors LLC | 23,060 | $250.4K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21,822 | $246.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,541 | $242.1K | 0.01% | +21,541 | New |
| Wealth Enhancement Advisory Services, LLC | 21,383 | $240.3K | 0.00% | +2,574+13.7% | Added |
| First American Trust, FSB | 19,000 | $213.6K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 18,195 | $204.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,355 | $195.1K | 0.00% | +17,355 | New |
| Ameritas Advisory Services, LLC | 17,057 | $191.7K | 0.01% | −4,078−19.3% | Reduced |
| Perigon Wealth Management, LLC | 16,568 | $186.2K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 15,531 | $174.6K | 0.04% | −2,568−14.2% | Reduced |
| Western Wealth Management, LLC | 15,049 | $169.2K | 0.01% | −11,440−43.2% | Reduced |
| Grassi Investment Management | 15,000 | $169.0K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $168.6K | 0.00% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 14,953 | $168.1K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,353 | $161.3K | 0.00% | −2,825−16.4% | Reduced |
| Parallel Advisors, LLC | 13,831 | $155.5K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 13,500 | $153.1K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,668 | $131.2K | 0.00% | −4,611−28.3% | Reduced |
| Virtu Financial LLC | 11,495 | $129.0K | 0.01% | +11,495 | New |
| Mesirow Financial Investment Management, Inc. | 11,327 | $127.3K | 0.00% | +144+1.3% | Added |
| Perennial Investment Advisors, LLC | 11,012 | $123.8K | 0.01% | +11,012 | New |
| Fermata Advisors, LLC | 10,900 | $122.5K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 10,804 | $121.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $119.3K | 0.12% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $116.9K | 0.04% | 00.0% | Unchanged |