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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$10.26 -0.19 (-1.77%)
Closing price 03:58 PM Eastern
Extended Trading
$10.27 +0.01 (+0.15%)
As of 07:30 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)
75
Total
Institutional Inflows
(last 12 months)
$66.46M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.10M
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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
11/9/2026 Bridgewealth Advisory Group LLC46,004$472K0.1%+25.8%0.000%
11/9/2026 ODonnell Financial Services LLC24,203$248K0.1%+19.3%0.000%
11/6/2026 Fisher Asset Management LLC32,739$336K0.0%N/A0.000%
11/2/2026 Kestra Advisory Services LLC65,188$668K0.0%+12.4%0.000%
11/2/2026 Commonwealth Equity Services LLC139,262$1.43M0.0%+0.9%0.000%
10/28/2026 International Assets Investment Management LLC75,000$769K0.0%+80.3%0.000%
10/28/2026 D.A. Davidson & CO.88,328$905K0.0%-13.8%0.000%
10/26/2026 Oppenheimer & Co. Inc.41,921$430K0.0%+3.4%0.000%
10/24/2026 Argyle Capital Partners LLC10,000$102K0.1%N/A0.000%
10/23/2026 Sowell Financial Services LLC29,782$305K0.0%-7.9%0.000%
10/23/2026 Wedbush Securities Inc.102,462$1.05M0.0%-60.5%0.000%
10/23/2026 Atala Financial Inc47,385$486K0.3%-17.4%0.000%
10/22/2026 Cypress Wealth Services LLC10,375$104K0.0%N/A0.000%
10/21/2026 Axxcess Wealth Management LLC11,855$122K0.0%N/A0.000%
10/21/2026 Sowell Financial Services LLC29,782$305K0.0%-7.9%0.000%
10/20/2026 Prime Capital Investment Advisors LLC47,016$482K0.0%-2.7%0.000%
10/14/2026 Sanders Morris Harris LLC10,000$102K0.0%N/A0.000%
10/9/2026 Castle Rock Wealth Management LLC21,075$212K0.0%-10.0%0.000%
10/9/2026 DKM Wealth Management Inc.242,401$2.49M1.6%+70.2%0.000%
10/7/2026 Cooper Financial Group33,546$344K0.0%-23.4%0.000%
9/9/2026Integrated Wealth Concepts LLC102,286$1.24M0.0%+164.8%0.000%
9/9/2026NewEdge Advisors LLC79,128$959K0.0%+11.0%0.000%
9/8/2026 Allworth Financial LP117,152$1.42M0.0%+3.1%0.000%
8/23/2026Ameritas Advisory Services LLC15,202$184K0.0%+25.0%0.000%
8/21/2026Requisite Capital Management LLC52,058$635K0.1%N/A0.000%
8/20/2026Susquehanna International Group LLP16,045$194K0.0%-51.5%0.000%
8/20/2026Two Sigma Securities LLC15,731$191K0.0%-33.7%0.000%
8/20/2026Hollencrest Capital Management43,423$526K0.0%-12.4%0.000%
8/7/2026Requisite Capital Management LLC52,058$635K0.1%N/A0.000%
8/7/2026OneDigital Investment Advisors LLC177,723$2.15M0.0%+4.0%0.000%
8/6/2026Global Retirement Partners LLC3,685$45K0.0%N/A0.000%
8/5/2026Cascade Financial Partners LLC79,954$969K0.1%N/A0.000%
8/3/2026 Oppenheimer & Co. Inc.40,542$491K0.0%+7.8%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.518,286$6.28M0.2%+17.4%0.000%
7/7/2026 Mirador Capital Partners LP32,175$390K0.0%N/A0.000%
6/18/2026 Western Wealth Management LLC43,515$507K0.0%+189.2%0.000%
6/3/2026NewEdge Advisors LLC71,293$831K0.0%+7.3%0.000%
5/19/2026 Western 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%
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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%
5/14/2026 CLG LLC37,584$438K0.1%+166.8%0.000%
5/13/2026Cetera Investment Advisers48,787$568K0.0%-20.1%0.000%
5/6/2026 Oder Investment Management LLC63,057$735K0.6%+2.0%0.000%
5/5/2026 D.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%
5/4/2026 NWF 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%
4/28/2026Whittier 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%
4/27/2026PFG 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%
2/13/2026 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%
2/13/2026 Gerber 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%
2/12/2026 Oder 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%
2/11/2026 LPL Financial LLC559,957$6.61M0.0%+10.5%0.000%
2/11/2026 Closed End Fund Advisors Inc.17,428$206K0.1%N/A0.000%
2/9/2026 Harbour 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%
2/5/2026 Allworth 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%
2/4/2026 Bridgewealth Advisory Group LLC36,264$428K0.1%-7.1%0.000%
2/4/2026Ameritas Advisory Services LLC12,157$144K0.0%N/A0.000%
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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%
1/29/2026 D.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%


NAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 113 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. ($778.29K), Wells Fargo & Company MN ($648.51K), Bank of America Corp DE ($541.42K), Jane Street Group LLC ($389.27K), and Raymond James Financial Inc. ($334.03K).

Institutional investors have bought a total of 5,653,349 shares in the last 24 months. This purchase volume represents approximately $66.46M in transactions.

Of the 26 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: UBS Group AG ($459.21K), Wedbush Securities Inc. ($156.79K), Regatta Capital Group LLC ($101.63K), Atala Financial Inc ($48.87K), Allworth Financial LP ($43.31K), NewEdge Advisors LLC ($40.55K), and D.A. Davidson & CO. ($34.08K).

Institutional investors have sold a total of 1,061,201 shares in the last 24 months. This volume of shares sold represents approximately $12.10M in transactions.


Related Companies

Institutional ownership data for NYSE:NAC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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