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 133 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
26,709
shares
|
$321,576
0.07% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
25,000
shares
|
$301,000
0.06% of portfolio
|
Q2 2025
Added 85.19%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
23,060
shares
|
$277,642
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
21,541
shares
|
$259,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
21,390
shares
|
$257,535
0.0% of portfolio
|
Q3 2025
Reduced 71.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,770
shares
|
$250,070
0.0% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,030
shares
|
$241,161
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,491
shares
|
$234,671
0.02% of portfolio
|
Q4 2022
Reduced 5.62%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
19,000
shares
|
$228,759
0.02% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,195
shares
|
$219,067
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
16,170
shares
|
$194,686
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,038
shares
|
$193,097
0.04% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,845
shares
|
$190,773
0.0% of portfolio
|
Q3 2025
Reduced 19.93%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,840
shares
|
$190,713
0.0% of portfolio
|
Q3 2025
Added 16.85%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
15,690
shares
|
$188,907
0.02% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,168
shares
|
$182,622
0.0% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,049
shares
|
$181,189
0.01% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$180,600
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
14,953
shares
|
$180,034
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,748
shares
|
$177,565
0.0% of portfolio
|
Q3 2025
Reduced 45.9%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,997
shares
|
$168,523
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,831
shares
|
$166,525
0.0% of portfolio
|
Q2 2023
Reduced 25.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,544
shares
|
$163,069
0.0% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,987
shares
|
$144,323
0.0% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
11,901
shares
|
$143,288
0.13% of portfolio
|
Q3 2025
New holding
|
|