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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
11,500
shares
|
$138,460
0.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,619
shares
|
$127,852
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
10,612
shares
|
$127,768
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
10,400
shares
|
$125,215
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
10,000
shares
|
$120,399
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$120,399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,000
shares
|
$120,399
0.0% of portfolio
|
Q1 2024
Reduced 9.59%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,900
shares
|
$107,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,245
shares
|
$87,229
0.01% of portfolio
|
Q3 2025
Added 484.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,400
shares
|
$65,015
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,400
shares
|
$52,975
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,685
shares
|
$44,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,550
shares
|
$42,742
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,261
shares
|
$39,262
0.0% of portfolio
|
Q2 2022
Reduced 60.2%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$33,712
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,500
shares
|
$30,099
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$24,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,000
shares
|
$24,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,983
shares
|
$23,875
0.0% of portfolio
|
Q3 2025
Reduced 80.29%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,481
shares
|
$17,831
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,328
shares
|
$15,989
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$13,243
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,016
shares
|
$12,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
970
shares
|
$11,678
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
893
shares
|
$10,751
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|