Purchases and Sales Made in Q2 2023 in Nuveen California Quality Municipal Income Fund (NAC)
This table provides information about the institutional ownership of Nuveen California Quality Municipal Income Fund (NAC) during Q2 2023. The information is specifically focused on institutions that hold shares of Nuveen California Quality Municipal Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.96% |
$83.4 - $89.6
|
841
$9.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-455- 1.92% |
$4.74K - $5.1K
|
23.2K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-526- 0.69% |
$5.48K - $5.89K
|
75.3K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.09K- 9.53% |
$11.4K - $12.2K
|
10.4K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.16K- 9.85% |
$12K - $12.9K
|
10.6K
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.5K- 2.25% |
$15.6K - $16.8K
|
65.2K
$754K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.65K- 2.79% |
$17.2K - $18.5K
|
57.5K
$664K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.79K- 9.78% |
$18.6K - $20K
|
16.5K
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.15K- 6.21% |
$32.8K - $35.3K
|
47.6K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.18K- 2.86% |
$43.5K - $46.8K
|
142K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.39K- 5.12% |
$45.7K - $49.1K
|
81.3K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.6K- 26.88% |
$47.9K - $51.5K
|
12.5K
$145K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.71K- 25.4% |
$49.1K - $52.7K
|
13.8K
$160K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.71K- 25.4% |
$49.1K - $52.7K
|
13.8K
$160K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.87K- 4.28% |
$50.7K - $54.5K
|
109K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.16K- 5.67% |
$53.8K - $57.8K
|
85.9K
$993K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.87K- 11.59% |
$61.1K - $65.7K
|
44.7K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 54.95% |
$63.6K - $68.3K
|
5K
$57.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.94K- 32.73% |
$93.1K - $100K
|
18.4K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.96K- 5.89% |
$93.3K - $100K
|
143K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.99K- 27.41% |
$104K - $112K
|
26.5K
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 43.99% |
$123K - $132K
|
15K
$173K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-19.9K- 37.21% |
$208K - $223K
|
33.6K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.1K- 4.9% |
$335K - $360K
|
623K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.6K- 20.75% |
$371K - $398K
|
136K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.6K- 53.97% |
$423K - $454K
|
34.6K
$400K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-62.7K- 29.54% |
$653K - $702K
|
150K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-85.4K- 4.1% |
$890K - $956K
|
2M
$23.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-143K- 35.08% |
$1.49M - $1.6M
|
265K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 15.9% |
$2.14M - $2.31M
|
1.09M
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-256K- 16.01% |
$2.67M - $2.87M
|
1.34M
$15.5M
|