Institutional Ownership Nuveen California Quality Municipal Income Fund (NAC)
This table provides information about the institutional ownership of Nuveen California Quality Municipal Income Fund (NAC). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
27,100
shares
|
$319,238
0.01% of portfolio
|
Q4 2024
Added 54.86%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
26,709
shares
|
$314,632
0.07% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
25,000
shares
|
$294,500
0.06% of portfolio
|
Q2 2025
Added 85.19%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
23,060
shares
|
$271,646
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
21,541
shares
|
$253,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,770
shares
|
$244,670
0.0% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,526
shares
|
$241,796
0.01% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,789
shares
|
$233,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,491
shares
|
$229,603
0.02% of portfolio
|
Q4 2022
Reduced 5.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,128
shares
|
$225,327
0.0% of portfolio
|
Q2 2025
Reduced 72.17%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
19,000
shares
|
$223,820
0.02% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,195
shares
|
$214,337
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,654
shares
|
$207,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
17,057
shares
|
$200,931
0.01% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,038
shares
|
$188,927
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
15,987
shares
|
$188,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,168
shares
|
$178,679
0.0% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,049
shares
|
$177,277
0.01% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$176,700
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$176,700
0.0% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
14,953
shares
|
$176,146
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
14,520
shares
|
$171,045
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,831
shares
|
$162,929
0.0% of portfolio
|
Q2 2023
Reduced 25.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,556
shares
|
$159,689
0.0% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,544
shares
|
$159,548
0.0% of portfolio
|
Q2 2025
Added 25.36%
|