Latest Institutional Transactions on Nuveen California Quality Municipal Income Fund (NAC)
This table provides information on the latest institutional transactions involving Nuveen California Quality Municipal Income Fund (NAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 25.99% |
$115K - $124K
|
50.3K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 0.74% |
$2.98K - $3.21K
|
36.5K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2K+ 19.32% |
$314K - $338K
|
174K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
204K+ 33.48% |
$2.27M - $2.45M
|
815K
$9.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-300- 37.5% |
$3.34K - $3.59K
|
500
$5.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81.3K- 32.35% |
$904K - $974K
|
170K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6KNew |
$329K - $354K
|
29.6K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 2.56% |
$256 - $276
|
921
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.43% |
$27.9K - $30.1K
|
75.7K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.74KNew |
$19.3K - $20.8K
|
1.74K
$19.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.9K+ 19.34% |
$65.6K - $70.7K
|
36.4K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-934- 0.48% |
$10.4K - $11.2K
|
193K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.23% |
$15.6K - $16.8K
|
16.6K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12.7K- 7.66% |
$141K - $152K
|
153K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20.9K+ 20.46% |
$232K - $250K
|
123K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.73K- 2.65% |
$63.7K - $68.6K
|
210K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.5K+ 13.81% |
$72.3K - $77.9K
|
53.6K
$608K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 12.46% |
$45.6K - $49.1K
|
37K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
780+ 1.31% |
$8.67K - $9.34K
|
60.3K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 8.08% |
$20.6K - $22.2K
|
21.1K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-149K- 28.84% |
$1.66M - $1.79M
|
369K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
24.3K+ 9.21% |
$270K - $291K
|
288K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
524+ 1.27% |
$5.83K - $6.28K
|
41.9K
$476K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-291K- 88.54% |
$3.23M - $3.48M
|
37.6K
$427K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
287+ 1.56% |
$3.27K - $3.44K
|
18.7K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 12.19% |
$47.1K - $49.5K
|
38K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3KNew |
$482K - $507K
|
42.3K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.18% |
$228 - $240
|
11K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
499+ 1.32% |
$5.69K - $5.98K
|
38.4K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89+ 0.23% |
$1.01K - $1.07K
|
39.6K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
171K+ 25.24% |
$1.95M - $2.06M
|
851K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.4KNew |
$608K - $640K
|
53.4K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
213K+ 12.31% |
$2.43M - $2.55M
|
1.94M
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
247+ 1.49% |
$2.82K - $2.96K
|
16.8K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.87M- 63.04% |
$55.5M - $58.4M
|
2.86M
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-329K- 29.34% |
$3.75M - $3.94M
|
792K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.7K+ 34.62% |
$886K - $932K
|
302K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-800- 1.95% |
$9.12K - $9.59K
|
40.3K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.57K+ 11.17% |
$97.6K - $103K
|
85.3K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34K+ 15.41% |
$26.7K - $28.1K
|
17.6K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$584K - $614K
|
51.2K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-580K- 83.93% |
$6.61M - $6.95M
|
111K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-812K- 22.55% |
$9.26M - $9.73M
|
2.79M
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.9K+ 142.83% |
$204K - $215K
|
30.5K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 13.59% |
$3.6M - $3.79M
|
2.64M
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$39.9K - $42K
|
3.5K
$39.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-296- 1.22% |
$3.37K - $3.55K
|
24K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 23.57% |
$193K - $203K
|
89K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$169K - $178K
|
14.9K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2K- 16.49% |
$22.8K - $24K
|
10.1K
$115K
|
|