Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
2K+ 12.12% |
$18.7K - $22.3K
|
18.5K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
1.98K+ 1.26% |
$18.4K - $22K
|
159K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.37K+ 1.08% |
$12.8K - $15.3K
|
128K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.25K+ 2.87% |
$11.7K - $14K
|
44.9K
$520K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
809+ 0.46% |
$7.55K - $9.02K
|
176K
$2.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
800New |
$7.46K - $8.92K
|
800
$9.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
600+ 2.86% |
$5.6K - $6.69K
|
21.5K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
204+ 1.0% |
$1.9K - $2.27K
|
20.6K
$238K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
37+ 0.36% |
$345 - $413
|
10.3K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.28% |
$308 - $368
|
11.8K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$243 - $290
|
26
$301
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.18% |
$93.3 - $112
|
859
$9.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$28 - $33.5
|
25.8K
$298K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 2.09% |
$233 - $279
|
1.17K
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31- 65.96% |
$289 - $346
|
16
$185
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-172- 0.27% |
$1.6K - $1.92K
|
64.2K
$742K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-635- 2.13% |
$5.92K - $7.08K
|
29.2K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-904- 2.21% |
$8.43K - $10.1K
|
40K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.21K- 8.96% |
$11.3K - $13.5K
|
12.3K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 11.99% |
$14K - $16.7K
|
11K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.52K- 0.9% |
$14.2K - $16.9K
|
168K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.61K- 2.47% |
$15K - $17.9K
|
63.5K
$734K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 3.41% |
$16.8K - $20.1K
|
51K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.88K- 3.02% |
$17.5K - $20.9K
|
60.1K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.9K- 3.04% |
$17.7K - $21.2K
|
60.5K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.9K- 5.04% |
$17.7K - $21.2K
|
35.8K
$414K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-2K- 9.52% |
$18.7K - $22.3K
|
19K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 77.01% |
$19.3K - $23K
|
616
$7.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 37.5% |
$28K - $33.5K
|
5K
$57.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.33K- 7.64% |
$31.1K - $37.1K
|
40.3K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4KClosed |
$31.8K - $38K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5K- 39.46% |
$46.7K - $55.8K
|
7.67K
$88.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.3K- 10.31% |
$68.1K - $81.4K
|
63.5K
$734K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.88K- 20.15% |
$73.5K - $87.9K
|
31.2K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.8K- 11.49% |
$82.1K - $98.2K
|
67.8K
$784K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.9K- 8.07% |
$83.1K - $99.3K
|
101K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 14.67% |
$104K - $124K
|
64.7K
$748K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.6K- 40.72% |
$108K - $129K
|
16.9K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.3K- 54.09% |
$115K - $137K
|
10.4K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-12.5K- 8.62% |
$117K - $140K
|
133K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13K- 19.93% |
$121K - $145K
|
52.2K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 33.78% |
$123K - $147K
|
25.8K
$298K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-22K- 38.88% |
$205K - $245K
|
34.5K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-22K- 38.88% |
$205K - $245K
|
34.5K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.2K- 10.52% |
$216K - $258K
|
197K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.6K- 23.12% |
$239K - $286K
|
85.2K
$985K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.8K- 1.24% |
$269K - $321K
|
2.3M
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.6K- 5.86% |
$305K - $364K
|
525K
$6.07M
|