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 2025
Institutional positions in Nuveen California Quality Municipal Income Fund as of Sep 30, 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
- 115
- −1 vs. Q2 2025
- Shares held
- 19.4M
- −704.5K (−3.5%) vs. Q2 2025
- Total value
- $223.0M
- −$1.39M (−0.6%) vs. Q2 2025
- New holders
- 9
- 50 more added
- Sold out
- 10
- 23 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 22 | $253 | 0.00% | +22 | New |
| Comerica Bank | 47 | $541 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $5.75K | 0.00% | +50+11.1% | Added |
| BFSG, LLC | 600 | $6.90K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 800 | $9.20K | 0.01% | +800 | New |
| IFP Advisors, Inc | 892 | $10.3K | 0.00% | +17+1.9% | Added |
| SOA Wealth Advisors, LLC. | 970 | $11.2K | 0.00% | +19+2.0% | Added |
| Mather Group, LLC. | 1,016 | $11.7K | 0.00% | +1,016 | New |
| Rothschild Investment LLC | 1,328 | $15.3K | 0.00% | +25+1.9% | Added |
| CWM, LLC | 1,983 | $23.0K | 0.00% | −8,078−80.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,500 | $28.8K | 0.01% | +2,500 | New |
| Ameriflex Group, Inc. | 2,800 | $32.2K | 0.01% | +1,400+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 3,550 | $41.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,685 | $42.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,400 | $50.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,245 | $82.2K | 0.01% | +6,005+484.3% | Added |
| MAI Capital Management | 8,900 | $102.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 10,000 | $115.0K | 0.02% | +10,000 | New |
| Strategic Advocates LLC | 10,400 | $119.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 10,612 | $122.0K | 0.15% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 11,500 | $132.3K | 0.03% | +600+5.5% | Added |
| Fiscal Wisdom Wealth Management, LLC | 11,901 | $140.2K | 0.13% | +11,901 | New |
| Independent Financial Group, LLC | 13,124 | $150.9K | 0.00% | +81+0.6% | Added |
| Change Path, LLC | 13,544 | $155.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,831 | $159.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,997 | $161.0K | 0.02% | +13,997 | New |
| Susquehanna International Group, LLP | 14,748 | $169.6K | 0.00% | −12,511−45.9% | Reduced |
| Barnes Wealth Management Group, Inc | 14,953 | $172.0K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,049 | $173.1K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,168 | $174.4K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,690 | $180.4K | 0.02% | +1,170+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,845 | $182.0K | 0.00% | −3,944−19.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,840 | $182.2K | 0.00% | +2,284+16.8% | Added |
| RB Capital Management, LLC | 16,038 | $184.4K | 0.04% | +253+1.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,170 | $186.0K | 0.01% | +183+1.1% | Added |
| Pure Financial Advisors, Inc. | 18,195 | $209.2K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 19,000 | $218.5K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,030 | $231.8K | 0.01% | −496−2.4% | Reduced |
| CI Private Wealth, LLC | 21,390 | $246.0K | 0.00% | −54,047−71.6% | Reduced |
| J.W. Cole Advisors, Inc. | 21,541 | $247.7K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 23,060 | $267.5K | 0.10% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 25,000 | $289.3K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 26,709 | $309.5K | 0.07% | +2,334+9.6% | Added |
| Farther Finance Advisors, LLC | 27,149 | $312.2K | 0.00% | +5,327+24.4% | Added |
| Sowell Financial Services LLC | 30,649 | $352.5K | 0.01% | −351−1.1% | Reduced |
| Core Wealth Partners LLC | 32,249 | $370.9K | 0.17% | −1,250−3.7% | Reduced |
| Prospera Financial Services Inc | 35,000 | $402.5K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 36,220 | $416.5K | 0.04% | −6,100−14.4% | Reduced |
| Oppenheimer & Co Inc | 36,402 | $418.6K | 0.01% | +60.0% | Added |
| Bridgewealth Advisory Group, LLC | 39,042 | $449.0K | 0.10% | +214+0.6% | Added |
| NewEdge Wealth, LLC | 38,600 | $460.9K | 0.01% | +11,500+42.4% | Added |
| Cooper Financial Group | 40,813 | $469.4K | 0.05% | −142−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,750 | $471.6K | 0.01% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 41,235 | $474.2K | 0.18% | +100+0.2% | Added |
| International Assets Investment Management, LLC | 42,600 | $477.5K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 41,885 | $481.7K | 0.00% | +6,259+17.6% | Added |
| Merit Financial Group, LLC | 41,956 | $482.5K | 0.00% | +41,956 | New |
| First Foundation Advisors | 44,125 | $507.4K | 0.02% | −23,977−35.2% | Reduced |
| Nwam LLC | 44,524 | $512.4K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 46,000 | $529.0K | 0.01% | 00.0% | Unchanged |
| RHS Financial, LLC | 46,030 | $529.3K | 0.27% | −530−1.1% | Reduced |
| Cerity Partners LLC | 48,541 | $558.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 49,816 | $572.9K | 0.34% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 50,807 | $584.3K | 0.01% | −14,550−22.3% | Reduced |
| Hollencrest Capital Management | 51,133 | $588.0K | 0.02% | −3,930−7.1% | Reduced |
| Kestra Private Wealth Services, LLC | 51,786 | $595.5K | 0.01% | +730+1.4% | Added |
| HighTower Advisors, LLC | 52,557 | $604.4K | 0.00% | +4,067+8.4% | Added |
| Van Hulzen Asset Management, LLC | 55,250 | $635.4K | 0.05% | +3,300+6.4% | Added |
| Mercer Global Advisors Inc | 55,700 | $640.5K | 0.00% | +55,700 | New |
| Oder Investment Management, LLC | 58,158 | $668.8K | 0.48% | +1,299+2.3% | Added |
| The PNC Financial Services Group, Inc. | 59,626 | $685.7K | 0.00% | −14,337−19.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 61,310 | $705.1K | 0.43% | 00.0% | Unchanged |
| Cetera Investment Advisers | 62,463 | $718.3K | 0.00% | +10,154+19.4% | Added |
| Ieq Capital, LLC | 63,916 | $735.0K | 0.00% | +50,701+383.7% | Added |
| Rareview Capital LLC | 66,167 | $739.1K | 0.45% | +60+0.1% | Added |
| GWM Advisors LLC | 66,122 | $760.4K | 0.00% | −40,549−38.0% | Reduced |
| Mutual Advisors, LLC | 64,365 | $761.4K | 0.02% | +1,415+2.2% | Added |
| Commonwealth Equity Services, LLC | 67,429 | $775.0K | 0.00% | −3,567−5.0% | Reduced |
| Creative Planning | 73,908 | $849.9K | 0.00% | +54,780+286.4% | Added |
| Jane Street Group, LLC | 75,305 | $866.0K | 0.00% | +24,409+48.0% | Added |
| Advisor Group Holdings, Inc. | 77,990 | $881.9K | 0.00% | +3,699+5.0% | Added |
| Stifel Financial Corp | 84,222 | $968.6K | 0.00% | +8,596+11.4% | Added |
| Whittier Trust Co | 91,305 | $1.05M | 0.01% | −2,516−2.7% | Reduced |
| Wedbush Securities Inc | 92,369 | $1.06M | 0.03% | +6,050+7.0% | Added |
| Atala Financial Inc | 104,055 | $1.20M | 0.76% | −4,875−4.5% | Reduced |
| D.A. Davidson & Co. | 123,278 | $1.42M | 0.01% | +23,903+24.1% | Added |
| Regatta Capital Group, LLC | 126,516 | $1.45M | 0.23% | −18,105−12.5% | Reduced |
| DKM Wealth Management, Inc. | 142,401 | $1.64M | 1.31% | 00.0% | Unchanged |
| Davidson Trust Co | 148,098 | $1.70M | 0.70% | 00.0% | Unchanged |
| Raymond James Financial Inc | 152,315 | $1.75M | 0.00% | +3,998+2.7% | Added |
| Southland Equity Partners LLC | 153,040 | $1.76M | 0.36% | +17,500+12.9% | Added |
| Royal Bank of Canada | 155,409 | $1.79M | 0.00% | +28,215+22.2% | Added |
| Allworth Financial LP | 156,382 | $1.80M | 0.01% | +863+0.6% | Added |
| Resources Investment Advisors, LLC. | 156,723 | $1.80M | 0.02% | +16,655+11.9% | Added |
| Ameriprise Financial Inc | 161,246 | $1.85M | 0.00% | +43,096+36.5% | Added |
| PFG Investments, LLC | 188,023 | $2.16M | 0.11% | −3,125−1.6% | Reduced |
| Sanctuary Advisors, LLC | 230,803 | $2.65M | 0.02% | +18,723+8.8% | Added |