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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 32 | $360 | 0.00% | −17−34.7% | Reduced |
| BFSG, LLC | 500 | $5.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 858 | $9.64K | 0.00% | +11+1.3% | Added |
| SOA Wealth Advisors, LLC. | 933 | $10.5K | 0.00% | +12+1.3% | Added |
| Mather Group, LLC. | 1,016 | $11.4K | 0.00% | +1,016 | New |
| Rothschild Investment LLC | 1,277 | $14.4K | 0.00% | +24+1.9% | Added |
| Ameriflex Group, Inc. | 1,400 | $15.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,426 | $16.0K | 0.00% | −6,600−82.2% | Reduced |
| Silicon Valley Capital Partners | 1,759 | $19.7K | 0.00% | +22+1.3% | Added |
| FNY Investment Advisers, LLC | 2,000 | $22.0K | 0.01% | +2,000 | New |
| Whittier Trust Co of Nevada Inc | 3,550 | $39.9K | 0.00% | −1,000−22.0% | Reduced |
| US Bancorp | 4,400 | $49.5K | 0.00% | +1,523+52.9% | Added |
| Comerica Bank | 5,283 | $59.4K | 0.00% | +47+0.9% | Added |
| MAI Capital Management | 8,900 | $100.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 10,000 | $112.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 10,061 | $113.0K | 0.00% | −839−7.7% | Reduced |
| North Berkeley Wealth Management, LLC | 10,161 | $114.2K | 0.12% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,400 | $116.9K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $119.3K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 10,804 | $121.4K | 0.00% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 10,900 | $122.5K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,012 | $123.8K | 0.01% | +11,012 | New |
| Mesirow Financial Investment Management, Inc. | 11,327 | $127.3K | 0.00% | +144+1.3% | Added |
| Virtu Financial LLC | 11,495 | $129.0K | 0.01% | +11,495 | New |
| EP Wealth Advisors, LLC | 11,668 | $131.2K | 0.00% | −4,611−28.3% | Reduced |
| Intellectus Partners, LLC | 13,500 | $153.1K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,831 | $155.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,353 | $161.3K | 0.00% | −2,825−16.4% | Reduced |
| Barnes Wealth Management Group, Inc | 14,953 | $168.1K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 15,000 | $168.6K | 0.00% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $169.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $169.2K | 0.01% | −11,440−43.2% | Reduced |
| RB Capital Management, LLC | 15,531 | $174.6K | 0.04% | −2,568−14.2% | Reduced |
| Perigon Wealth Management, LLC | 16,568 | $186.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17,057 | $191.7K | 0.01% | −4,078−19.3% | Reduced |
| Avantax Advisory Services, Inc. | 17,355 | $195.1K | 0.00% | +17,355 | New |
| Pure Financial Advisors, Inc. | 18,195 | $204.5K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 19,000 | $213.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,383 | $240.3K | 0.00% | +2,574+13.7% | Added |
| J.W. Cole Advisors, Inc. | 21,541 | $242.1K | 0.01% | +21,541 | New |
| Farther Finance Advisors, LLC | 21,822 | $246.4K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $250.4K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,022 | $271.8K | 0.01% | +20.0% | Added |
| Marex Group plc | 24,422 | $274.5K | 0.01% | +4,921+25.2% | Added |
| Castle Rock Wealth Management, LLC | 24,375 | $275.2K | 0.07% | −1,150−4.5% | Reduced |
| Jane Street Group, LLC | 26,714 | $300.3K | 0.00% | +26,714 | New |
| NewEdge Wealth, LLC | 27,100 | $304.6K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 28,940 | $325.3K | 0.00% | +439+1.5% | Added |
| Sowell Financial Services LLC | 30,914 | $347.5K | 0.02% | +54+0.2% | Added |
| Core Wealth Partners LLC | 33,499 | $376.5K | 0.22% | −4,044−10.8% | Reduced |
| Susquehanna International Group, LLP | 34,696 | $390.0K | 0.00% | +14,540+72.1% | Added |
| Integrated Wealth Concepts LLC | 35,626 | $400.4K | 0.00% | −3,400−8.7% | Reduced |
| International Assets Investment Management, LLC | 37,600 | $422.6K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 40,355 | $453.6K | 0.06% | −1,559−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,750 | $461.0K | 0.01% | +3,750+10.1% | Added |
| Nwam LLC | 43,139 | $484.9K | 0.04% | −1,385−3.1% | Reduced |
| Apriem Advisors | 43,820 | $492.5K | 0.06% | +12,500+39.9% | Added |
| Everett Harris & Co | 46,000 | $517.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 46,300 | $520.4K | 0.00% | +9,844+27.0% | Added |
| HighTower Advisors, LLC | 47,930 | $538.7K | 0.00% | +1,352+2.9% | Added |
| Atria Wealth Solutions, Inc. | 48,108 | $544.3K | 0.01% | −2,146−4.3% | Reduced |
| Cerity Partners LLC | 49,862 | $560.4K | 0.00% | −4,643−8.5% | Reduced |
| RHS Financial, LLC | 49,979 | $561.8K | 0.32% | +13,555+37.2% | Added |
| Kestra Private Wealth Services, LLC | 50,335 | $565.8K | 0.01% | +20,758+70.2% | Added |
| Oder Investment Management, LLC | 50,393 | $566.4K | 0.48% | +220+0.4% | Added |
| Van Hulzen Asset Management, LLC | 50,950 | $572.7K | 0.05% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 53,566 | $602.1K | 0.41% | 00.0% | Unchanged |
| Hollencrest Capital Management | 55,063 | $618.9K | 0.03% | +4,360+8.6% | Added |
| Advisor Group Holdings, Inc. | 55,181 | $620.2K | 0.00% | +12,066+28.0% | Added |
| Dakota Wealth Management | 57,149 | $642.4K | 0.02% | −153,258−72.8% | Reduced |
| Mutual Advisors, LLC | 61,138 | $660.3K | 0.02% | +887+1.5% | Added |
| The PNC Financial Services Group, Inc. | 59,626 | $670.2K | 0.00% | +59,626 | New |
| New Insight Wealth Advisors | 59,910 | $673.4K | 0.31% | +13,750+29.8% | Added |
| Fisher Asset Management, LLC | 61,029 | $686.0K | 0.00% | +61,029 | New |
| Cetera Investment Advisers | 63,365 | $712.2K | 0.00% | −3,765−5.6% | Reduced |
| First Foundation Advisors | 68,102 | $765.5K | 0.03% | +10,812+18.9% | Added |
| Creative Planning | 68,739 | $772.6K | 0.00% | +33,640+95.8% | Added |
| GWM Advisors LLC | 70,068 | $787.6K | 0.00% | +20,593+41.6% | Added |
| Stifel Financial Corp | 71,441 | $803.0K | 0.00% | +6,069+9.3% | Added |
| Rareview Capital LLC | 71,699 | $805.9K | 0.51% | −1,628−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 73,770 | $829.2K | 0.01% | −5,420−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 73,931 | $831.0K | 0.00% | +2,890+4.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 75,053 | $843.6K | 0.63% | −683−0.9% | Reduced |
| CI Private Wealth, LLC | 75,437 | $847.9K | 0.00% | −19,349−20.4% | Reduced |
| Wedbush Securities Inc | 84,019 | $944.0K | 0.03% | −56,214−40.1% | Reduced |
| Whittier Trust Co | 107,887 | $1.21M | 0.02% | −4,355−3.9% | Reduced |
| Ameriprise Financial Inc | 113,751 | $1.28M | 0.00% | +1,538+1.4% | Added |
| Southland Equity Partners LLC | 123,040 | $1.38M | 0.32% | 00.0% | Unchanged |
| Royal Bank of Canada | 125,135 | $1.41M | 0.00% | +9,425+8.1% | Added |
| Resources Investment Advisors, LLC. | 132,849 | $1.49M | 0.02% | −80,385−37.7% | Reduced |
| Atala Financial Inc | 140,895 | $1.58M | 1.19% | −2,356−1.6% | Reduced |
| DKM Wealth Management, Inc. | 142,401 | $1.60M | 1.55% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 146,597 | $1.65M | 0.32% | −6,134−4.0% | Reduced |
| Allworth Financial LP | 155,224 | $1.66M | 0.01% | −14,882−8.7% | Reduced |
| Davidson Trust Co | 148,098 | $1.66M | 0.79% | 00.0% | Unchanged |
| Raymond James Financial Inc | 151,059 | $1.70M | 0.00% | −13,959−8.5% | Reduced |
| Sanctuary Advisors, LLC | 178,897 | $2.01M | 0.01% | +4,755+2.7% | Added |
| PFG Investments, LLC | 191,920 | $2.16M | 0.14% | −710−0.4% | Reduced |
| Sit Investment Associates Inc | 239,427 | $2.69M | 0.06% | −4,900−2.0% | Reduced |