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 |
|---|---|---|---|---|---|---|---|
|
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
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$584K - $614K
|
51.2K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.29K+ 8.1% |
$48.9K - $51.4K
|
57.3K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$123K - $130K
|
10.8K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$169K - $178K
|
14.9K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2K- 16.49% |
$22.8K - $24K
|
10.1K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-88.7K- 81.29% |
$1.01M - $1.06M
|
20.4K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Mackay Shields LLC
|
BUY
|
- |
101K+ 4.73% |
$1.15M - $1.2M
|
2.23M
$25.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
221+ 1.23% |
$2.52K - $2.65K
|
18.2K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37K+ 34.84% |
$61.2K - $64.3K
|
20.8K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$22.8K - $24K
|
2K
$22.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 4.39% |
$55.9K - $58.8K
|
117K
$1.32M
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-100- 2.94% |
$1.06K - $1.16K
|
3.3K
$37.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-500- 33.33% |
$5.32K - $5.79K
|
1K
$11.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$80.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-40.2KClosed |
$428K - $466K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-357K- 61.16% |
$3.8M - $4.14M
|
227K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38.2K+ 24.15% |
$406K - $442K
|
196K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
666New |
$7.09K - $7.71K
|
666
$7.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.8K+ 2.27% |
$179K - $195K
|
758K
$8.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.17% |
$192 - $208
|
10.3K
$117K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54KNew |
$27.3K - $28.3K
|
2.54K
$28.7K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-66.1K- 58.19% |
$712K - $739K
|
47.5K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18KNew |
$194K - $201K
|
18K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$137K - $142K
|
12.7K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$201K - $208K
|
18.7K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
73.9K+ 18.38% |
$796K - $825K
|
476K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-245- 0.95% |
$2.64K - $2.74K
|
25.5K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3KNew |
$144K - $149K
|
13.3K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$397K - $412K
|
36.9K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 9.59% |
$11.4K - $11.9K
|
10K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-11.1K- 7.0% |
$120K - $124K
|
148K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.5K- 26.83% |
$59.2K - $61.4K
|
15K
$170K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-31.3K- 58.01% |
$337K - $350K
|
22.7K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3KNew |
$423K - $439K
|
39.3K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.5K- 18.92% |
$37.7K - $39.1K
|
15K
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
10.6KNew |
$114K - $119K
|
10.6K
$120K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10KNew |
$108K - $112K
|
10K
$113K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14.2KNew |
$132K - $158K
|
14.2K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
47.7KNew |
$445K - $532K
|
47.7K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 37.5% |
$28K - $33.5K
|
5K
$56.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.21K- 8.96% |
$11.3K - $13.5K
|
12.3K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$243 - $290
|
26
$295
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.02KNew |
$46.8K - $56K
|
5.02K
$56.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.4KNew |
$78.4K - $93.7K
|
8.4K
$95.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.28% |
$308 - $368
|
11.8K
$133K
|
|