Purchases and Sales Made in Q4 2025 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 2025. 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 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
53.1K+ 34.66% |
$611K - $646K
|
206K
$2.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44.2KNew |
$509K - $539K
|
44.2K
$532K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35K+ 9.26% |
$403K - $426K
|
413K
$4.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.5KNew |
$385K - $408K
|
33.5K
$403K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
14.1KNew |
$162K - $172K
|
14.1K
$170K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$115K - $122K
|
10K
$121K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.52K+ 4.97% |
$17.5K - $18.6K
|
32.2K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.34K+ 3.28% |
$15.4K - $16.3K
|
42.2K
$508K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 2.58% |
$288 - $305
|
995
$12K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-159- 0.69% |
$1.83K - $1.94K
|
22.9K
$276K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.5K- 60.0% |
$17.3K - $18.3K
|
1K
$12K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13K- 25.64% |
$150K - $159K
|
37.8K
$455K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-14.1K- 30.54% |
$162K - $171K
|
32K
$385K
|
|
|
Jan 23, 2026
Q4 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-38.9K- 37.36% |
$447K - $473K
|
65.2K
$785K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-102K- 80.33% |
$1.17M - $1.24M
|
24.9K
$300K
|
|