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 |
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,215
shares
|
$155,672
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,987
shares
|
$141,206
0.0% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
11,500
shares
|
$135,470
0.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,321
shares
|
$133,361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
11,115
shares
|
$130,934
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
11,012
shares
|
$129,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,619
shares
|
$125,091
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
10,612
shares
|
$125,009
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
10,400
shares
|
$122,512
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
10,000
shares
|
$117,800
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$117,800
0.0% of portfolio
|
Q1 2024
Reduced 9.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,900
shares
|
$104,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,400
shares
|
$63,612
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,400
shares
|
$51,832
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,685
shares
|
$43,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
3,550
shares
|
$41,819
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,261
shares
|
$38,414
0.0% of portfolio
|
Q2 2022
Reduced 60.2%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,500
shares
|
$29,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,000
shares
|
$23,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$23,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,983
shares
|
$23,359
0.0% of portfolio
|
Q3 2025
Reduced 80.29%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,481
shares
|
$17,446
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,400
shares
|
$16,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,303
shares
|
$15,349
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,240
shares
|
$14,607
0.0% of portfolio
|
Q2 2025
New holding
|