Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-23.2KClosed |
$224K - $254K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.89K- 32.98% |
$56.8K - $64.5K
|
12K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-5.7K- 14.82% |
$55K - $62.4K
|
32.8K
$379K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 54.95% |
$63.6K - $68.3K
|
5K
$57.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.71K- 25.4% |
$49.1K - $52.7K
|
13.8K
$160K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-12.8K- 27.74% |
$138K - $151K
|
33.4K
$387K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.92K- 23.27% |
$85K - $92.9K
|
26.1K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.89K- 36.06% |
$84.6K - $92.5K
|
14K
$162K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-912- 7.41% |
$9.79K - $10.7K
|
11.4K
$132K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 32.28% |
$104K - $116K
|
21.4K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.16K- 5.62% |
$11.8K - $13.2K
|
19.5K
$225K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9.93K- 25.2% |
$108K - $129K
|
29.5K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.68K- 0.68% |
$29.2K - $34.8K
|
391K
$4.52M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-97.3KClosed |
$1.1M - $1.28M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-47.7KClosed |
$538K - $627K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45.6KClosed |
$514K - $599K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-38.7KClosed |
$436K - $508K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-21.2KClosed |
$239K - $278K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.7KClosed |
$177K - $206K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1KClosed |
$159K - $186K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-12.5KClosed |
$141K - $164K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-11.3KClosed |
$127K - $148K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6KClosed |
$67.6K - $78.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.93K- 60.2% |
$55.6K - $64.8K
|
3.26K
$37.7K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4KClosed |
$38.4K - $44.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.46KClosed |
$27.8K - $32.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.9KClosed |
$21.4K - $24.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.5K- 10.88% |
$16.9K - $19.7K
|
12.3K
$142K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.72% |
$14.7K - $17.1K
|
74.2K
$858K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02KClosed |
$11.5K - $13.3K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628Closed |
$7.08K - $8.25K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112KClosed |
$1.43M - $1.75M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28.3KClosed |
$362K - $442K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.3KClosed |
$285K - $349K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.2KClosed |
$233K - $285K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1KClosed |
$206K - $251K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$188K - $230K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1KClosed |
$155K - $189K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.71K- 10.35% |
$21.9K - $26.7K
|
14.8K
$171K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.11KClosed |
$14.2K - $17.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$505K - $529K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.8KClosed |
$192K - $201K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11.6KClosed |
$175K - $183K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-3.14KClosed |
$47.3K - $49.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.2KClosed |
$18.1K - $18.9K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-510- 4.04% |
$7.69K - $8.05K
|
12.1K
$140K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-30.5KClosed |
$475K - $492K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.1KClosed |
$234K - $243K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-53Closed |
$824 - $855
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-21KClosed |
$314K - $333K
|
0
$0
|
|