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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.56 +0.06 (+0.48%)
Closing price 03:55 PM Eastern
Extended Trading
$11.62 +0.05 (+0.48%)
As of 06:18 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)
67
Total
Institutional Inflows
(last 12 months)
$42.58M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$46.76M
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NAC Institutional Buying and Selling by Quarter

Nuveen California Quality Municipal Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.14,520$162K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.74,291$830K0.0%+34.6%0.000%
8/15/2025 Snowden Capital Advisors LLC20,526$231K0.0%-14.6%0.000%
8/15/2025 LM Advisors LLC320,013$3.58M0.5%-5.3%0.000%
8/15/2025 EP Wealth Advisors LLC27,382$306K0.0%+134.7%0.000%
8/15/2025 Bank of America Corp DE494,618$5.53M0.0%+8.3%0.000%
8/15/2025 Ameriprise Financial Inc.118,150$1.32M0.0%+3.9%0.000%
8/14/2025 Jane Street Group LLC50,896$569K0.0%+90.5%0.000%
8/14/2025 Raymond James Financial Inc.148,317$1.66M0.0%-1.8%0.000%
8/14/2025 NewEdge Advisors LLC106,671$1.19M0.0%+52.2%0.000%
8/14/2025 Gerber Kawasaki Wealth & Investment Management15,987$179K0.0%N/A0.000%
8/14/2025 Cerity Partners LLC48,541$542K0.0%-2.6%0.000%
8/13/2025 Guggenheim Capital LLC1,810,250$20.22M0.2%+13.0%0.000%
8/13/2025 Van Hulzen Asset Management LLC51,950$580K0.0%+2.0%0.000%
8/12/2025 Advisors Asset Management Inc.741,485$8.28M0.1%+15.1%0.000%
8/12/2025 CreativeOne Wealth LLC13,544$151K0.0%+25.4%0.000%
8/8/2025 Rockefeller Capital Management L.P.1,150,167$12.85M0.0%+6.3%0.000%
8/8/2025 Cetera Investment Advisers52,309$584K0.0%-17.4%0.000%
8/8/2025 Creative Planning19,128$214K0.0%-72.2%0.000%
8/8/2025 PNC Financial Services Group Inc.73,963$826K0.0%+24.0%0.000%
8/6/2025 Prospera Financial Services Inc35,000$391K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.86,319$964K0.0%+2.7%0.000%
8/5/2025 Rareview Capital LLC66,107$738K0.5%-7.8%0.000%
8/5/2025 Pacific Wealth Strategies Group Inc.61,310$675K0.4%-18.3%0.000%
8/5/2025 Intellectus Partners LLC25,000$281K0.1%+85.2%0.000%
8/4/2025 Bridgewealth Advisory Group LLC38,828$434K0.1%N/A0.000%
8/4/2025 Mesirow Financial Investment Management Inc.13,556$151K0.0%+19.7%0.000%
7/30/2025 D.A. Davidson & CO.99,375$1.11M0.0%+114.6%0.000%
7/30/2025 Whittier Trust Co.93,821$1.05M0.0%-13.0%0.000%
7/29/2025 International Assets Investment Management LLC42,600$476K0.0%+13.3%0.000%
7/28/2025 Mutual Advisors LLC62,950$689K0.0%+3.0%0.000%
7/25/2025 RHS Financial LLC46,560$520K0.3%-6.8%0.000%
7/24/2025 Mackay Shields LLC2,150,869$24.03M0.8%-1.6%0.000%
7/23/2025 Ignite Planners LLC323,400$3.55M0.5%+4.2%0.000%
7/23/2025 Prime Capital Investment Advisors LLC65,357$730K0.0%-11.4%0.000%
7/17/2025 Melfa Wealth Management Inc.49,816$556K0.4%-7.0%0.000%
7/16/2025 New Insight Wealth Advisors41,135$459K0.2%-31.3%0.000%
7/16/2025 Perigon Wealth Management LLC15,168$169K0.0%-8.5%0.000%
7/15/2025 Regatta Capital Group LLC144,621$1.62M0.3%-1.3%0.000%
7/15/2025 EWG Elevate Inc.12,100$135K0.0%N/A0.000%
7/14/2025 Southland Equity Partners LLC135,540$1.51M0.3%+10.2%0.000%
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%
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%
(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, 124 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 ($24.03M), Guggenheim Capital LLC ($20.22M), 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 99 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: Saba Capital Management L.P. ($2.63M), Karpus Management Inc. ($2.08M), Whitebox Advisors LLC ($1.12M), Beach Point Capital Management LP ($1.02M), Robinson Capital Management LLC ($647.50K), International Assets Investment Management LLC ($582.79K), and Guggenheim Capital LLC ($377.19K).

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

Institutional investors have bought a total of 3,735,676 shares in the last 24 months. This purchase volume represents approximately $42.58M in transactions.

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

Of the 45 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), International Assets Investment Management LLC ($290.57K), Hennion & Walsh Asset Management Inc. ($215.68K), Dakota Wealth Management ($201.51K), Allworth Financial LP ($96.21K), and OneDigital Investment Advisors LLC ($87.07K).

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

Institutional investors have sold a total of 4,037,046 shares in the last 24 months. This volume of shares sold represents approximately $46.76M in transactions.



This page (NYSE:NAC) was last updated on 9/10/2025 by MarketBeat.com Staff
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