Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
711+ 1.67% |
$7.22K - $8.09K
|
43.3K
$501K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
477New |
$4.85K - $5.43K
|
477
$5.51K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
319+ 0.35% |
$3.24K - $3.63K
|
91.1K
$1.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
65+ 0.98% |
$660 - $740
|
6.68K
$77.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
58New |
$589 - $660
|
58
$670
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.35% |
$112 - $125
|
824
$9.53K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-139- 1.12% |
$1.41K - $1.58K
|
12.3K
$142K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-160- 0.47% |
$1.63K - $1.82K
|
34K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-164- 0.28% |
$1.67K - $1.87K
|
58.8K
$680K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 31.82% |
$7.11K - $7.97K
|
1.5K
$17.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-903- 0.6% |
$9.17K - $10.3K
|
151K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.16K- 5.62% |
$11.8K - $13.2K
|
19.5K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.94K- 5.04% |
$19.7K - $22.1K
|
36.6K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.08K- 2.95% |
$21.1K - $23.6K
|
68.1K
$788K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.69K- 12.65% |
$27.3K - $30.6K
|
18.5K
$214K
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 6.42% |
$29.1K - $32.5K
|
41.7K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 7.86% |
$33.6K - $37.7K
|
38.8K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.54K- 3.78% |
$35.9K - $40.2K
|
89.9K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-4.17K- 67.77% |
$42.4K - $47.4K
|
1.98K
$22.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.7K- 74.76% |
$57.9K - $64.9K
|
1.93K
$22.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.06K- 10.67% |
$61.6K - $69K
|
50.7K
$586K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.33K- 3.62% |
$64.3K - $72.1K
|
169K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.24K- 6.07% |
$73.5K - $82.3K
|
112K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.51K- 19.93% |
$76.3K - $85.5K
|
30.2K
$349K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.54K- 23.48% |
$86.8K - $97.2K
|
27.8K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 32.28% |
$104K - $116K
|
21.4K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-15.5K- 8.97% |
$157K - $176K
|
157K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 17.86% |
$168K - $189K
|
76.2K
$881K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.7K- 35.33% |
$169K - $190K
|
30.5K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 48.33% |
$199K - $223K
|
21K
$242K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-22.9K- 29.04% |
$233K - $261K
|
56.1K
$648K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-31K- 6.25% |
$314K - $352K
|
464K
$5.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-31.6K- 67.77% |
$321K - $360K
|
15K
$174K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-46.7K- 80.0% |
$475K - $532K
|
11.7K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.6K- 23.07% |
$504K - $564K
|
165K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.4K- 29.55% |
$665K - $745K
|
156K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.3K- 27.64% |
$684K - $766K
|
176K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.7K- 5.31% |
$698K - $781K
|
1.22M
$14.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-88.4K- 36.04% |
$898K - $1.01M
|
157K
$1.81M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-162K- 32.95% |
$1.64M - $1.84M
|
329K
$3.81M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-190K- 87.93% |
$1.93M - $2.16M
|
26.1K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-347K- 62.06% |
$3.53M - $3.95M
|
212K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-348K- 11.55% |
$3.54M - $3.96M
|
2.67M
$30.8M
|