Latest Institutional Purchases of Nuveen California Quality Municipal Income Fund (NAC)
This list provides information on the latest institutional transactions involving Nuveen California Quality Municipal Income Fund (NAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.8K+ 2.27% |
$179K - $195K
|
758K
$9.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12KNew |
$75.7K - $82.4K
|
7.12K
$85.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
666New |
$7.09K - $7.71K
|
666
$8.02K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
73.9K+ 18.38% |
$796K - $825K
|
476K
$5.73M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3KNew |
$423K - $439K
|
39.3K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$397K - $412K
|
36.9K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$201K - $208K
|
18.7K
$225K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18KNew |
$194K - $201K
|
18K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3KNew |
$144K - $149K
|
13.3K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$137K - $142K
|
12.7K
$153K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
10.6KNew |
$114K - $119K
|
10.6K
$128K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.54KNew |
$27.3K - $28.3K
|
2.54K
$30.5K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
502K+ 55.96% |
$4.68M - $5.59M
|
1.4M
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
47.7KNew |
$445K - $532K
|
47.7K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14.2KNew |
$132K - $158K
|
14.2K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$113K - $135K
|
12.1K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.4KNew |
$78.4K - $93.7K
|
8.4K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.02KNew |
$46.8K - $56K
|
5.02K
$60.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.69KNew |
$34.4K - $41.1K
|
3.69K
$44.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.28% |
$308 - $368
|
11.8K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$243 - $290
|
26
$313
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
72.1K+ 44.94% |
$696K - $790K
|
233K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20KNew |
$193K - $219K
|
20K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.4KNew |
$100K - $114K
|
10.4K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.4KNew |
$52.1K - $59.1K
|
5.4K
$65K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.33KNew |
$12.8K - $14.5K
|
1.33K
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 1.05% |
$145 - $164
|
1.45K
$17.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.04% |
$145 - $164
|
38K
$457K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.4KNew |
$244K - $262K
|
23.4K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$122K - $132K
|
11.8K
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10K+ 62.5% |
$104K - $112K
|
26K
$313K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
248+ 1.98% |
$2.58K - $2.78K
|
12.7K
$153K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$285K - $312K
|
26.6K
$320K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18.9KNew |
$202K - $221K
|
18.9K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.3KNew |
$142K - $156K
|
13.3K
$160K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84KNew |
$19.8K - $21.6K
|
1.84K
$22.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.44KNew |
$15.5K - $16.9K
|
1.44K
$17.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
204KNew |
$2.07M - $2.32M
|
204K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
16.8KNew |
$171K - $191K
|
16.8K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$105K - $118K
|
10.4K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$23K - $25.8K
|
2.26K
$27.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.66KNew |
$16.8K - $18.8K
|
1.66K
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.36K+ 6.33% |
$13.8K - $15.4K
|
22.8K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
477New |
$4.85K - $5.43K
|
477
$5.74K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.7KNew |
$520K - $620K
|
47.7K
$575K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.6K+ 5.7% |
$377K - $449K
|
641K
$7.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$163K - $194K
|
15K
$180K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$142K - $169K
|
13K
$157K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$121K - $144K
|
11.1K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10KNew |
$109K - $130K
|
10K
$120K
|
|