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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 85.19% |
$121K - $130K
|
25K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-13.7K- 18.31% |
$144K - $156K
|
61.3K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5K+ 13.3% |
$52.6K - $56.7K
|
42.6K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.75K- 7.0% |
$39.4K - $42.5K
|
49.8K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
12.1KNew |
$127K - $137K
|
12.1K
$146K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 8.45% |
$14.7K - $15.9K
|
15.2K
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
100+ 20.0% |
$1.05K - $1.13K
|
600
$7.22K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
22+ 1.27% |
$246 - $255
|
1.76K
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.03M- 42.66% |
$11.5M - $11.9M
|
1.38M
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$123K - $128K
|
11K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
61KNew |
$682K - $709K
|
61K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.17M- 78.62% |
$24.3M - $25.2M
|
591K
$7.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 4.27% |
$24K - $24.9K
|
48.1K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 52.94% |
$17K - $17.7K
|
4.4K
$53K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.39K- 3.11% |
$15.5K - $16.1K
|
43.1K
$519K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.5KNew |
$241K - $250K
|
21.5K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.6K- 82.23% |
$73.7K - $76.6K
|
1.43K
$17.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 21.98% |
$11.2K - $11.6K
|
3.55K
$42.7K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-153K- 72.84% |
$1.71M - $1.78M
|
57.1K
$688K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.08K- 19.3% |
$45.6K - $47.3K
|
17.1K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 10.14% |
$41.9K - $43.5K
|
40.8K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$22.3K - $23.2K
|
2K
$24.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 13.68% |
$28.8K - $29.9K
|
21.4K
$257K
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.02K- 24.86% |
$78.1K - $84.1K
|
21.2K
$256K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15KNew |
$166K - $179K
|
15K
$180K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.61K+ 31.55% |
$40.1K - $43.2K
|
15K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$222K - $240K
|
20K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-719K- 90.82% |
$8M - $8.61M
|
72.7K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$115K - $124K
|
10.3K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.9KNew |
$99K - $107K
|
8.9K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-18K- 59.27% |
$201K - $216K
|
12.4K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
142KNew |
$1.58M - $1.71M
|
142K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.7KNew |
$463K - $499K
|
41.7K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.49K+ 16.76% |
$61K - $65.8K
|
38.3K
$461K
|
|
| 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
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.4KNew |
$608K - $640K
|
53.4K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$39.9K - $42K
|
3.5K
$42.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-580K- 83.93% |
$6.61M - $6.95M
|
111K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$584K - $614K
|
51.2K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$169K - $178K
|
14.9K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-88.7K- 81.29% |
$1.01M - $1.06M
|
20.4K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
44.5KNew |
$508K - $534K
|
44.5K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
221+ 1.23% |
$2.52K - $2.65K
|
18.2K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 4.39% |
$55.9K - $58.8K
|
117K
$1.4M
|
|
|
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
$250K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$85.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-500- 33.33% |
$5.32K - $5.79K
|
1K
$12K
|
|
|
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
$2.73M
|
|