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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.23 +0.02 (+0.18%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen California Quality Municipal Income Fund (NYSE:NAC)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$44.50M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$58.29M
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NAC Institutional Buying and Selling by Quarter

Nuveen California Quality Municipal Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC26,714$300K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC70,068$788K0.0%+41.6%0.000%
5/16/2025Integrated Wealth Concepts LLC35,626$400K0.0%-8.7%0.000%
5/16/2025Advisors Asset Management Inc.643,970$7.24M0.1%+12.7%0.000%
5/15/2025EP Wealth Advisors LLC11,668$131K0.0%-28.3%0.000%
5/15/2025Royal Bank of Canada125,135$1.41M0.0%+8.1%0.000%
5/14/2025Ieq Capital LLC14,353$161K0.0%-16.4%0.000%
5/14/2025Guggenheim Capital LLC1,602,299$18.01M0.2%+2.9%0.000%
5/14/2025RB Capital Management LLC15,531$175K0.0%-14.2%0.000%
5/13/2025Sit Investment Associates Inc.239,427$2.69M0.1%-2.0%0.000%
5/13/2025HighTower Advisors LLC47,930$539K0.0%+2.9%0.000%
5/13/2025Core Wealth Partners LLC33,499$377K0.2%-10.8%0.000%
5/12/2025Cooper Financial Group40,355$454K0.1%-3.7%0.000%
5/12/2025Virtu Financial LLC11,495$129K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.48,108$544K0.0%-4.3%0.000%
5/9/2025PNC Financial Services Group Inc.59,626$670K0.0%N/A0.000%
5/8/2025US Bancorp DE4,400$49K0.0%+52.9%0.000%
5/8/2025First Foundation Advisors68,102$765K0.0%+18.9%0.000%
5/7/2025LPL Financial LLC362,391$4.07M0.0%+15.8%0.000%
5/7/2025Rareview Capital LLC71,699$806K0.5%-2.2%0.000%
5/6/2025Cetera Investment Advisers63,365$712K0.0%-5.6%0.000%
5/6/2025Avantax Advisory Services Inc.17,355$195K0.0%N/A0.000%
5/6/2025Wedbush Securities Inc.84,019$944K0.0%-40.1%0.000%
5/6/2025Ignite Planners LLC310,430$3.40M0.7%+7.7%0.000%
5/5/2025Kestra Private Wealth Services LLC50,335$566K0.0%+70.2%0.000%
5/5/2025Nwam LLC43,139$485K0.0%-3.1%0.000%
5/5/2025Hollencrest Capital Management55,063$619K0.0%+8.6%0.000%
5/2/2025Whittier Trust Co. of Nevada Inc.3,550$40K0.0%-22.0%0.000%
5/2/2025Whittier Trust Co.107,887$1.21M0.0%-3.9%0.000%
5/2/2025Dakota Wealth Management57,149$642K0.0%-72.8%0.000%
4/30/2025Cerity Partners LLC49,862$560K0.0%-8.5%0.000%
4/30/2025Allworth Financial LP155,224$1.66M0.0%-8.7%0.000%
4/30/2025New Insight Wealth Advisors59,910$673K0.3%+29.8%0.000%
4/29/2025OneDigital Investment Advisors LLC132,849$1.49M0.0%-37.7%0.000%
4/29/2025Mackay Shields LLC2,184,910$24.56M0.8%-1.8%0.000%
4/28/2025D.A. Davidson & CO.46,300$520K0.0%+27.0%0.000%
4/25/2025Ameritas Advisory Services LLC17,057$192K0.0%-19.3%0.000%
4/24/2025Bartlett & CO. Wealth Management LLC40,750$461K0.0%+10.1%0.000%
4/23/2025Atala Financial Inc140,895$1.58M1.2%-1.6%0.000%
4/17/2025RHS Financial LLC49,979$562K0.3%+37.2%0.000%
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4/16/2025Wealth Enhancement Advisory Services LLC21,383$240K0.0%+13.7%0.000%
4/14/2025Regatta Capital Group LLC146,597$1.65M0.3%-4.0%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.320,373$3.60M0.2%-13.1%0.000%
4/9/2025Castle Rock Wealth Management LLC24,375$275K0.1%-4.5%0.000%
2/26/2025LM Advisors LLC338,613$3.82M0.6%+1.2%0.000%
2/18/2025Western Wealth Management LLC11,440$129K0.0%-24.0%0.000%
2/17/2025Nomura Holdings Inc.20,000$226K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC16,279$184K0.0%-7.3%0.000%
2/17/2025Bank of America Corp DE467,107$5.27M0.0%+54.6%0.000%
2/17/2025Ameriprise Financial Inc.112,213$1.27M0.0%+31.6%0.000%
2/14/2025Whitebox Advisors LLC72,679$821K0.0%-90.8%0.000%
2/14/2025Comerica Bank5,236$59K0.0%-31.8%0.000%
2/14/2025Bridgewealth Advisory Group LLC38,523$440K0.1%+90.3%0.000%
2/14/2025Stifel Financial Corp65,372$738K0.0%+72.1%0.000%
2/14/2025OneDigital Investment Advisors LLC213,234$2.41M0.0%-3.0%0.000%
2/13/2025NewEdge Advisors LLC49,475$559K0.0%+17.0%0.000%
2/13/2025Guggenheim Capital LLC1,557,366$17.58M0.1%+8.7%0.000%
2/13/2025XTX Topco Ltd12,404$140K0.0%-59.3%0.000%
2/13/2025Mariner LLC523,177$5.91M0.0%-1.7%0.000%
2/13/2025Rockefeller Capital Management L.P.933,059$10.53M0.0%+9.7%0.000%
2/13/2025Raymond James Financial Inc.165,018$1.86M0.0%N/A0.000%
2/13/2025Cerity Partners LLC54,505$615K0.0%+3.8%0.000%
2/13/2025Wedbush Securities Inc.140,233$1.58M0.1%+17.5%0.000%
2/13/2025Sit Investment Associates Inc.244,327$2.76M0.1%+16.7%0.000%
2/13/2025Wells Fargo & Company MN1,125,822$12.71M0.0%+3.1%0.000%
2/12/2025Landscape Capital Management L.L.C.41,665$470K0.0%N/A0.000%
2/12/2025DKM Wealth Management Inc.142,401$1.61M1.5%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.38,256$432K0.1%+16.8%0.000%
2/12/2025LM Advisors LLC338,613$3.82M0.7%+1.2%0.000%
2/11/2025LPL Financial LLC312,923$3.53M0.0%+3.7%0.000%
2/11/2025Whittier Trust Co. of Nevada Inc.4,550$51K0.0%-29.8%0.000%
2/11/2025Whittier Trust Co.112,242$1.27M0.0%-5.3%0.000%
2/10/2025Evoke Wealth LLC240,374$2.71M0.1%+21.2%0.000%
2/10/2025Corient Private Wealth LLC94,786$1.07M0.0%+27.0%0.000%
2/10/2025Atala Financial Inc143,251$1.62M1.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC71,041$802K0.0%+31.0%0.000%
2/10/2025Hollencrest Capital Management50,703$572K0.0%-13.8%0.000%
2/7/2025HighTower Advisors LLC46,578$526K0.0%+21.4%0.000%
2/7/2025Tortoise Investment Management LLC21,228$240K0.0%-24.9%0.000%
2/7/2025New Insight Wealth Advisors46,160$521K0.3%+155.7%0.000%
2/7/2025Intellectus Partners LLC13,500$152K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.165,018$1.86M0.0%N/A0.000%
2/5/2025Apriem Advisors31,320$354K0.0%-22.3%0.000%
1/31/2025Robinson Capital Management LLC814,746$9.20M3.7%+33.5%0.000%
1/31/2025Atria Wealth Solutions Inc.50,254$567K0.0%+26.0%0.000%
1/31/2025Sanctuary Advisors LLC174,142$1.97M0.0%+19.3%0.000%
1/30/2025Allworth Financial LP170,106$1.91M0.0%-32.3%0.000%
1/28/2025Pacific Wealth Strategies Group Inc.75,736$855K0.6%+3.4%0.000%
1/24/2025RHS Financial LLC36,424$411K0.2%+19.3%0.000%
1/22/2025Perigon Wealth Management LLC16,568$185K0.0%+9.2%0.000%
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1/22/2025PFG Investments LLC192,630$2.18M0.1%-0.5%0.000%
1/21/2025Regatta Capital Group LLC152,731$1.72M0.3%-7.7%0.000%
1/21/2025Southland Equity Partners LLC123,040$1.39M0.3%+20.5%0.000%
1/17/2025Bartlett & CO. Wealth Management LLC37,000$418K0.0%+12.5%0.000%
1/17/2025Melfa Wealth Management Inc.53,566$605K0.4%+13.8%0.000%
1/17/2025Dakota Wealth Management210,407$2.38M0.1%-2.6%0.000%
1/15/2025Ameritas Advisory Services LLC21,135$239K0.0%-8.1%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.368,576$4.16M0.2%-28.8%0.000%
1/14/2025Ignite Planners LLC288,357$3.30M0.7%+9.2%0.000%
1/8/2025International Assets Investment Management LLC37,600$430K0.0%-88.5%0.000%
(Data available from 1/1/2016 forward)

NAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NAC shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($69.07M), Saba Capital Management L.P. ($65.15M), Rivernorth Capital Management LLC ($33.16M), Mackay Shields LLC ($24.56M), Guggenheim Capital LLC ($18.01M), UBS Group AG ($17.67M), and Beach Point Capital Management LP ($15.51M).Learn more on Nuveen California Quality Municipal Income Fund's institutional investors.

Which institutional investors have been buying Nuveen California Quality Municipal Income Fund's stock?

Of the 103 institutional investors that purchased Nuveen California Quality Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($3.14M), Saba Capital Management L.P. ($2.63M), Beach Point Capital Management LP ($1.40M), Whitebox Advisors LLC ($1.12M), Rivernorth Capital Management LLC ($1.03M), Robinson Capital Management LLC ($647.50K), and International Assets Investment Management LLC ($577.79K).

How much institutional buying is happening at Nuveen California Quality Municipal Income Fund?

Institutional investors have bought a total of 3,877,481 shares in the last 24 months. This purchase volume represents approximately $44.50M in transactions.

Which of Nuveen California Quality Municipal Income Fund's major shareholders have been selling company stock?

Of the 39 institutional investors that sold Nuveen California Quality Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($1.62M), Whitebox Advisors LLC ($1.05M), Logan Stone Capital LLC ($972.12K), International Assets Investment Management LLC ($290.57K), Hennion & Walsh Asset Management Inc. ($242.34K), Dakota Wealth Management ($201.51K), and Allworth Financial LP ($96.21K).

How much institutional selling is happening at Nuveen California Quality Municipal Income Fund?

Institutional investors have sold a total of 5,030,529 shares in the last 24 months. This volume of shares sold represents approximately $58.29M in transactions.


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This page (NYSE:NAC) was last updated on 7/5/2025 by MarketBeat.com Staff
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