Free Trial

Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.90 +0.05 (+0.38%)
Closing price 03:59 PM Eastern
Extended Trading
$11.90 -0.01 (-0.08%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Nuveen California Quality Municipal Income Fund (NYSE:NAC)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$73.13M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$32.04M
Get NAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen California Quality Municipal Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Sanctuary Advisors LLC248,657$2.90M0.0%+2.9%0.000%
5/4/2026NWF Advisory Services Inc.18,490$215K0.0%+20.0%0.000%
4/30/2026 Kestra Advisory Services LLC57,352$668K0.0%+1,571.6%0.000%
4/28/2026 Whittier Trust Co.211,237$2.44M0.0%+5.5%0.000%
4/28/2026 Ascentis Independent Advisors62,311$726K0.1%N/A0.000%
4/27/2026 Integrity Wealth Partners LLC95,930$1.12M1.0%N/A0.000%
4/27/2026 PFG Investments LLC198,332$2.31M0.1%+5.0%0.000%
3/17/2026Rockefeller Capital Management L.P.1,190,498$14.06M0.0%+0.1%0.000%
3/9/2026Corient Private Wealth LLC23,590$279K0.0%+10.3%0.000%
2/23/2026Virtu Financial LLC54,445$643K0.0%N/A0.000%
2/19/2026Corient Private Wealth LLC23,590$279K0.0%+10.3%0.000%
2/18/2026EP Wealth Advisors LLC10,167$120K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC16,940$200K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC2,938,681$34.71M0.2%+28.6%0.000%
2/17/2026Cetera Investment Advisers61,063$721K0.0%-2.2%0.000%
2/17/2026Osaic Holdings Inc.81,138$958K0.0%+4.0%0.000%
2/17/2026Captrust Financial Advisors15,266$180K0.0%N/A0.000%
2/17/2026Royal Bank of Canada185,973$2.20M0.0%+19.7%0.000%
2/16/2026Mariner LLC544,093$6.43M0.0%-1.3%0.000%
2/16/2026Apriem Advisors32,220$381K0.0%-11.0%0.000%
2/13/2026 Kestra Advisory Services LLC3,431$41K0.0%N/A0.000%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA11,440$135K0.0%N/A0.000%
2/13/2026Morgan Stanley5,137,471$60.67M0.0%+36.6%0.000%
2/13/2026Wells Fargo & Company MN1,994,983$23.56M0.0%+44.6%0.000%
2/13/2026Gerber Kawasaki Wealth & Investment Management33,850$400K0.0%+109.3%0.000%
2/12/2026Advisors Asset Management Inc.1,349,549$15.94M0.3%+53.4%0.000%
2/12/2026Hollencrest Capital Management49,563$585K0.0%-3.1%0.000%
2/12/2026Jane Street Group LLC413,675$4.89M0.0%+449.3%0.000%
2/12/2026 Commonwealth Equity Services LLC66,237$782K0.0%-1.8%0.000%
2/12/2026Marex Group plc16,600$196K0.0%N/A0.000%
2/12/2026Oder Investment Management LLC61,836$730K0.5%+6.3%0.000%
2/12/2026 Wedbush Securities Inc.97,605$1.15M0.0%+5.7%0.000%
2/11/2026LPL Financial LLC559,957$6.61M0.0%+10.5%0.000%
2/11/2026Closed End Fund Advisors Inc.17,428$206K0.1%N/A0.000%
2/9/2026Harbour Investments Inc.8,969$106K0.0%N/A0.000%
2/9/2026 Prospera Financial Services Inc63,500$750K0.0%+81.4%0.000%
2/6/2026Evoke Wealth LLC253,679$3.00M0.1%+1.5%0.000%
2/6/2026 Ignite Planners LLC357,359$4.27M0.7%+8.3%0.000%
2/6/2026Van Hulzen Asset Management LLC53,250$629K0.0%-3.6%0.000%
2/6/2026HighTower Advisors LLC34,098$403K0.0%-35.1%0.000%
2/5/2026Allworth Financial LP113,077$1.34M0.0%-27.7%0.000%
2/5/2026 Castle Rock Wealth Management LLC23,409$279K0.1%-12.4%0.000%
2/4/2026Bridgewealth Advisory Group LLC36,264$428K0.1%-7.1%0.000%
2/4/2026Ameritas Advisory Services LLC12,157$144K0.0%N/A0.000%
2/3/2026RB Capital Management LLC14,391$170K0.0%-10.3%0.000%
2/3/2026 International Assets Investment Management LLC41,600$491K0.0%-2.3%0.000%
2/3/2026 Eclectic Associates Inc. ADV29,454$348K0.1%N/A0.000%
2/3/2026 Indivisible Partners12,746$151K0.0%N/A0.000%
2/2/2026Mutual Advisors LLC67,729$800K0.0%+5.2%0.000%
1/29/2026D.A. Davidson & CO.125,196$1.48M0.0%+1.6%0.000%
1/29/2026 Kestra Private Wealth Services LLC52,725$623K0.0%+1.8%0.000%
1/29/2026UBS Group AG1,114,490$13.16M0.0%-4.8%0.000%
1/29/2026Sanctuary Advisors LLC241,583$2.85M0.0%+4.7%0.000%
1/29/2026McGowan Group Asset Management Inc.17,851$211K0.0%N/A0.000%
1/26/2026 Whittier Trust Co.200,319$2.38M0.0%+119.4%0.000%
1/26/2026 PFG Investments LLC188,895$2.23M0.1%+0.5%0.000%
1/23/2026 Atala Financial Inc65,185$770K0.5%-37.4%0.000%
1/21/2026Prime Capital Investment Advisors LLC37,780$446K0.0%-25.6%0.000%
1/21/2026 ProCore Advisors LLC33,480$395K0.4%N/A0.000%
1/21/2026 Sowell Financial Services LLC32,173$380K0.0%+5.0%0.000%
1/16/2026 RHS Financial LLC31,974$378K0.2%-30.5%0.000%
1/15/2026CLG LLC14,087$166K0.0%N/A0.000%
1/14/2026ORG Partners LLC44,224$522K0.1%N/A0.000%
1/14/2026Hennion & Walsh Asset Management Inc.412,560$4.87M0.2%+9.3%0.000%
1/14/2026 Southland Equity Partners LLC206,090$2.43M0.5%+34.7%0.000%
1/13/2026 Regatta Capital Group LLC24,891$294K0.0%-80.3%0.000%
1/12/2026 Arlington Financial Advisors LLC10,023$118K0.0%N/A0.000%
1/8/2026 Cooper Financial Group42,152$498K0.1%+3.3%0.000%
12/2/2025Allworth Financial LP156,382$1.80M0.0%+0.6%0.000%
11/21/2025CIBC Bancorp USA Inc.10,000$115K0.0%N/A0.000%
11/17/2025NewEdge Advisors LLC66,122$760K0.0%-38.0%0.000%
11/17/2025First Foundation Advisors44,125$507K0.0%-35.2%0.000%
11/17/2025Susquehanna International Group LLP14,748$170K0.0%-45.9%0.000%
11/17/2025Mercer Global Advisors Inc. ADV55,700$641K0.0%N/A0.000%
11/17/2025Bank of America Corp DE735,480$8.46M0.0%+48.7%0.000%
11/17/2025Ameriprise Financial Inc.161,246$1.85M0.0%+36.5%0.000%
11/14/2025Creative Planning73,908$850K0.0%+286.4%0.000%
11/14/2025Raymond James Financial Inc.152,315$1.75M0.0%+2.7%0.000%
11/13/2025UBS Group AG1,171,075$13.47M0.0%-25.6%0.000%
11/13/2025Ameriflex Group Inc.2,800$32K0.0%+100.0%0.000%
11/12/2025 Mesirow Financial Investment Management Inc.15,840$182K0.0%+16.8%0.000%
11/10/2025Apriem Advisors36,220$417K0.0%-14.4%0.000%
11/10/2025OneDigital Investment Advisors LLC156,723$1.80M0.0%+11.9%0.000%
11/7/2025NewEdge Wealth LLC38,600$461K0.0%+42.4%0.000%
11/7/2025Fiscal Wisdom Wealth Management LLC11,901$140K0.1%N/A0.000%
11/7/2025PNC Financial Services Group Inc.59,626$686K0.0%-19.4%0.000%
11/6/2025 Wedbush Securities Inc.92,369$1.06M0.0%+7.0%0.000%
11/6/2025Advisors Asset Management Inc.879,610$10.12M0.2%+18.6%0.000%
11/5/2025Smartleaf Asset Management LLC7,245$82K0.0%+484.3%0.000%
11/5/2025Prime Capital Investment Advisors LLC50,807$584K0.0%-22.3%0.000%
11/4/2025 Atala Financial Inc104,055$1.20M0.7%-4.5%0.000%
11/4/2025Mutual Advisors LLC64,365$761K0.0%+2.2%0.000%
11/4/2025Core Wealth Partners LLC32,249$371K0.2%-3.7%0.000%
11/3/2025Hollencrest Capital Management51,133$588K0.0%-7.1%0.000%
10/31/2025NWF Advisory Services Inc.15,690$180K0.0%+8.1%0.000%
10/31/2025 Whittier Trust Co.91,305$1.05M0.0%-2.7%0.000%
10/31/2025 PFG Investments LLC188,023$2.16M0.1%-1.6%0.000%
10/27/2025 Mackay Shields LLC511,343$5.88M0.2%-76.2%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.377,589$4.34M0.2%+8.6%0.000%
10/22/2025D.A. Davidson & CO.123,278$1.42M0.0%+24.1%0.000%


NAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NAC shares?

During the previous two years, 132 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), Morgan Stanley ($60.67M), Guggenheim Capital LLC ($34.71M), Rivernorth Capital Management LLC ($33.16M), Wells Fargo & Company MN ($23.56M), Advisors Asset Management Inc. ($15.94M), and Rockefeller Capital Management L.P. ($14.06M).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 108 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: Morgan Stanley ($1.38M), Whitebox Advisors LLC ($1.12M), Guggenheim Capital LLC ($1.03M), Advisors Asset Management Inc. ($856.46K), Wells Fargo & Company MN ($648.51K), Bank of America Corp DE ($443.52K), and Jane Street Group LLC ($389.27K).

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

Institutional investors have bought a total of 6,261,691 shares in the last 24 months. This purchase volume represents approximately $73.13M in transactions.

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

Of the 42 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: Mackay Shields LLC ($1.67M), UBS Group AG ($459.21K), Regatta Capital Group LLC ($121.71K), Wedbush Securities Inc. ($56.21K), Creative Planning ($49.61K), Atala Financial Inc ($43.75K), and Allworth Financial LP ($43.31K).

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

Institutional investors have sold a total of 2,778,910 shares in the last 24 months. This volume of shares sold represents approximately $32.04M in transactions.



This page (NYSE:NAC) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners