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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$12.16 +0.01 (+0.04%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$12.17 +0.01 (+0.04%)
As of 07/2/2026 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.
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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)
74
Total
Institutional Inflows
(last 12 months)
$71.59M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$31.50M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC43,515$507K0.0%+189.2%0.000%
6/3/2026NewEdge Advisors LLC71,293$831K0.0%+7.3%0.000%
5/19/2026Western Wealth Management LLC43,515$507K0.0%+189.2%0.000%
5/19/2026NewEdge Advisors LLC71,293$831K0.0%+7.3%0.000%
5/19/2026Bank of America Corp DE932,762$10.87M0.0%+11.7%0.000%
5/18/2026Royal Bank of Canada179,775$2.10M0.0%-3.3%0.000%
5/16/2026Quantinno Capital Management LP35,598$415K0.0%+67.4%0.000%
5/14/2026CLG LLC37,584$438K0.1%+166.8%0.000%
5/13/2026Cetera Investment Advisers48,787$568K0.0%-20.1%0.000%
5/6/2026Oder Investment Management LLC63,057$735K0.6%+2.0%0.000%
5/5/2026D.A. Davidson & CO.105,292$1.23M0.0%-15.9%0.000%
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%
4/30/2026Kestra Advisory Services LLC57,352$668K0.0%+1,571.6%0.000%
4/28/2026Whittier Trust Co.211,237$2.44M0.0%+5.5%0.000%
4/28/2026Ascentis Independent Advisors62,311$726K0.1%N/A0.000%
4/27/2026Integrity Wealth Partners LLC95,930$1.12M1.0%N/A0.000%
4/27/2026PFG 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%
2/18/2026Evolve 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC66,237$782K0.0%-1.8%0.000%
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2/12/2026Marex Group plc16,600$196K0.0%N/A0.000%
2/12/2026Oder Investment Management LLC61,836$730K0.5%+6.3%0.000%
2/12/2026Wedbush 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%
2/9/2026Prospera Financial Services Inc63,500$750K0.0%+81.4%0.000%
2/6/2026Evoke Wealth LLC253,679$3.00M0.1%+1.5%0.000%
2/6/2026Ignite 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%
2/5/2026Castle 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%
2/3/2026International Assets Investment Management LLC41,600$491K0.0%-2.3%0.000%
2/3/2026Eclectic Associates Inc. ADV29,454$348K0.1%N/A0.000%
2/3/2026Indivisible 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%
1/29/2026Kestra 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%
1/26/2026Whittier Trust Co.200,319$2.38M0.0%+119.4%0.000%
1/26/2026PFG Investments LLC188,895$2.23M0.1%+0.5%0.000%
1/23/2026Atala Financial Inc65,185$770K0.5%-37.4%0.000%
1/21/2026Prime Capital Investment Advisors LLC37,780$446K0.0%-25.6%0.000%
1/21/2026ProCore Advisors LLC33,480$395K0.4%N/A0.000%
1/21/2026Sowell Financial Services LLC32,173$380K0.0%+5.0%0.000%
1/16/2026RHS 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%
1/14/2026Southland Equity Partners LLC206,090$2.43M0.5%+34.7%0.000%
1/13/2026Regatta Capital Group LLC24,891$294K0.0%-80.3%0.000%
1/12/2026Arlington Financial Advisors LLC10,023$118K0.0%N/A0.000%
1/8/2026Cooper 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%
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11/13/2025Ameriflex Group Inc.2,800$32K0.0%+100.0%0.000%
11/12/2025Mesirow 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%
11/6/2025Wedbush 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%


NAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were 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), Rockefeller Capital Management L.P. ($14.06M), and UBS Group AG ($13.16M).Learn more on Nuveen California Quality Municipal Income Fund's institutional investors.

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), Guggenheim Capital LLC ($1.03M), Advisors Asset Management Inc. ($809.35K), Whitebox Advisors LLC ($747.81K), Wells Fargo & Company MN ($648.51K), Bank of America Corp DE ($541.42K), and Jane Street Group LLC ($389.27K).

Institutional investors have bought a total of 6,117,230 shares in the last 24 months. This purchase volume represents approximately $71.59M in transactions.

Of the 37 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), Creative Planning ($49.61K), Atala Financial Inc ($43.75K), Allworth Financial LP ($43.31K), and NewEdge Advisors LLC ($40.55K).

Institutional investors have sold a total of 2,729,628 shares in the last 24 months. This volume of shares sold represents approximately $31.50M in transactions.


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This page (NYSE:NAC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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