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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1K+ 26.98% |
$224K - $241K
|
94.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
42K+ 21.17% |
$467K - $503K
|
240K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-706- 0.12% |
$7.85K - $8.46K
|
571K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$150K - $162K
|
13.5K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 0.16% |
$289 - $311
|
16.4K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 4.71% |
$17K - $18.3K
|
30.9K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
28.1K+ 155.73% |
$313K - $337K
|
46.2K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.02K- 24.86% |
$78.1K - $84.1K
|
21.2K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.22K+ 21.43% |
$91.4K - $98.5K
|
46.6K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-8.12K- 13.8% |
$90.2K - $97.2K
|
50.7K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 1.99% |
$4.94K - $5.32K
|
21.8K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 8.02% |
$7.78K - $8.39K
|
8.03K
$90.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165KNew |
$1.84M - $1.98M
|
165K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
281+ 2.58% |
$3.12K - $3.37K
|
11.2K
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 11.64% |
$3.34K - $3.59K
|
2.88K
$32.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
847New |
$9.42K - $10.1K
|
847
$9.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.88K+ 55.31% |
$43.2K - $46.5K
|
10.9K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.95% |
$267 - $288
|
1.25K
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.6K+ 54.86% |
$107K - $115K
|
27.1K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9K- 22.32% |
$100K - $108K
|
31.3K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
725+ 2.61% |
$8.06K - $8.69K
|
28.5K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.2K+ 19.32% |
$314K - $338K
|
174K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 0.74% |
$2.98K - $3.21K
|
36.5K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 25.99% |
$115K - $124K
|
50.3K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-300- 37.5% |
$3.34K - $3.59K
|
500
$5.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
339+ 2.01% |
$3.77K - $4.06K
|
17.2K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
204K+ 33.48% |
$2.27M - $2.45M
|
815K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81.3K- 32.35% |
$904K - $974K
|
170K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.43% |
$27.9K - $30.1K
|
75.7K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6KNew |
$329K - $354K
|
29.6K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.74KNew |
$19.3K - $20.8K
|
1.74K
$19.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 2.56% |
$256 - $276
|
921
$10.4K
|
|
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.23% |
$15.6K - $16.8K
|
16.6K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-934- 0.48% |
$10.4K - $11.2K
|
193K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20.9K+ 20.46% |
$232K - $250K
|
123K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12.7K- 7.66% |
$141K - $152K
|
153K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
780+ 1.31% |
$8.67K - $9.34K
|
60.3K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 12.46% |
$45.6K - $49.1K
|
37K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.5K+ 13.81% |
$72.3K - $77.9K
|
53.6K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.73K- 2.65% |
$63.7K - $68.6K
|
210K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.86K- 8.08% |
$20.6K - $22.2K
|
21.1K
$239K
|
|
|
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
|
Cooper Financial Group
|
BUY
|
- |
524+ 1.27% |
$5.83K - $6.28K
|
41.9K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
24.3K+ 9.21% |
$270K - $291K
|
288K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-291K- 88.54% |
$3.23M - $3.48M
|
37.6K
$426K
|
|
| Q3 2024 | |||||||
|
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
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.4KNew |
$608K - $640K
|
53.4K
$605K
|
|
|
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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$39.9K - $42K
|
3.5K
$39.7K
|
|