Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

$10.72
+0.05 (+0.47%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$150.63M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$27.08M
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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
4/22/2024PFG Investments LLC198,943$2.19M0.1%N/A0.000%
4/18/2024RHS Financial LLC27,370$302K0.2%+24.6%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.562,717$6.20M0.3%-7.9%0.000%
4/16/2024Weaver Consulting Group15,000$165K0.1%-18.9%0.000%
4/12/2024 Riverview Trust Co10,612$117K0.1%N/A0.000%
4/12/2024 Ignite Planners LLC212,658$2.34M0.7%+20.9%0.000%
4/12/2024 Southland Equity Partners LLC90,940$1.00M0.3%+43.2%0.000%
4/11/2024 International Assets Investment Management LLC26,600$293K0.0%+7.5%0.000%
4/11/2024 Sanders Morris Harris LLC10,000$110K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.12,625$140K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC31,231$346K0.0%-20.2%0.000%
2/28/2024EP Wealth Advisors LLC16,010$178K0.0%+14.5%0.000%
2/22/2024Napa Wealth Management40,233$446K0.2%N/A0.000%
2/15/2024Bartlett & CO. Wealth Management LLC34,500$382K0.0%-38.9%0.000%
2/14/2024LM Advisors LLC327,853$3.64M0.7%N/A0.000%
2/13/2024Karpus Management Inc.6,288,053$69.74M2.1%+35.2%0.000%
2/12/2024Evoke Wealth LLC132,974$1.48M0.0%-8.6%0.000%
2/9/2024Hoylecohen LLC12,296$136K0.0%-9.0%0.000%
2/9/2024D.A. Davidson & CO.60,529$671K0.0%-3.0%0.000%
2/9/2024Wells Fargo & Company MN1,020,419$11.32M0.0%+4.5%0.000%
2/9/2024UBS Group AG1,593,210$17.67M0.0%-9.7%0.000%
2/8/2024Robinson Capital Management LLC309,923$3.43M1.2%+96.3%0.000%
2/8/2024Tortoise Investment Management LLC31,231$342K0.0%-20.2%0.000%
2/7/2024Ieq Capital LLC16,318$181K0.0%N/A0.000%
2/7/2024Northwest Financial Advisors8,400$93K0.1%N/A0.000%
2/7/2024Van Hulzen Asset Management LLC63,505$704K0.0%-2.5%0.000%
2/5/2024Oder Investment Management LLC44,949$498K0.5%+2.9%0.000%
2/1/2024Pacific Wealth Strategies Group Inc.35,785$397K0.4%-5.0%0.000%
1/31/2024Davidson Trust Co.159,240$1.77M1.1%+1.3%0.000%
1/31/2024Obermeyer Wood Investment Counsel Lllp54,008$599K0.0%+20.7%0.000%
1/30/2024Dakota Wealth Management259,832$2.88M0.1%+65.5%0.000%
1/25/2024Blue Bell Private Wealth Management LLC3,400$38K0.0%N/A0.000%
1/24/2024Prime Capital Investment Advisors LLC64,706$718K0.0%-14.7%0.000%
1/24/2024Allworth Financial LP284,190$3.15M0.0%+10,075.1%0.000%
1/24/2024 International Assets Investment Management LLC274,367$3.04M0.0%+1,009.0%0.000%
1/22/2024Weaver Consulting Group18,500$205K0.1%+12.1%0.000%
1/22/2024Regatta Capital Group LLC211,188$2.34M0.6%+68.2%0.000%
1/22/2024Melfa Wealth Management LLC16,263$180K0.2%+35.6%0.000%
1/18/2024Global Retirement Partners LLC3,685$40K0.0%N/A0.000%
1/18/2024RHS Financial LLC21,972$244K0.2%+77.2%0.000%
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1/16/2024Kingswood Wealth Advisors LLC12,118$134K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.17,664$196K0.0%+15.0%0.000%
1/16/2024Raymond James & Associates101,355$1.12M0.0%-8.1%0.000%
1/16/2024Beach Point Capital Management LP1,398,081$15.51M6.2%+56.0%0.000%
1/16/2024 Cooper Financial Group40,263$447K0.1%-7.6%0.000%
1/12/2024Mutual Advisors LLC52,168$579K0.0%-19.9%0.000%
1/11/2024Whittier Trust Co. of Nevada Inc.16,868$187K0.0%-40.7%0.000%
1/11/2024Whittier Trust Co.90,405$1.00M0.0%-64.2%0.000%
1/9/2024 Southland Equity Partners LLC63,500$704K0.2%-10.3%0.000%
1/8/2024Bartlett & Co. LLC34,500$380K0.0%-38.9%0.000%
1/8/2024Pure Financial Advisors LLC17,768$197K0.0%+20.8%0.000%
11/24/2023EP Wealth Advisors LLC13,986$135K0.0%+35.1%0.000%
11/16/2023RB Capital Management LLC20,346$196K0.1%-39.5%0.000%
11/16/2023First Foundation Advisors76,590$739K0.0%-1.4%0.000%
11/16/2023Penserra Capital Management LLC592,617$5.72M0.1%-26.7%0.000%
11/15/2023Hall Private Wealth Advisors232,655$2.25M1.5%+44.9%0.000%
11/15/2023Advisors Asset Management Inc.503,028$4.85M0.1%+2.9%0.000%
11/14/2023AQR Arbitrage LLC607,323$5.86M0.3%+118.2%0.000%
11/14/2023Saba Capital Management L.P.6,751,010$65.15M1.6%+63.9%0.000%
11/14/2023Robinson Capital Management LLC157,900$1.51M0.7%N/A0.000%
11/14/2023Mutual Advisors LLC65,150$629K0.0%-44.1%0.000%
11/13/2023Hollencrest Capital Management53,928$520K0.1%-6.2%0.000%
11/13/2023Mariner LLC557,440$5.38M0.0%-10.6%0.000%
11/13/2023Wolverine Asset Management LLC60,620$585K0.0%-10.2%0.000%
11/9/2023Karpus Management Inc.4,650,884$44.88M1.5%+10.5%0.000%
11/9/2023Prime Capital Investment Advisors LLC75,834$732K0.0%-32.9%0.000%
11/9/2023UBS Group AG1,763,826$17.02M0.0%-11.8%0.000%
11/8/2023HighTower Advisors LLC36,046$348K0.0%-14.6%0.000%
11/8/2023D.A. Davidson & CO.62,426$602K0.0%-27.3%0.000%
11/8/2023Atria Wealth Solutions Inc.29,792$289K0.0%-13.9%0.000%
11/8/2023Landscape Capital Management L.L.C.67,973$656K0.1%-9.7%0.000%
11/7/2023Van Hulzen Asset Management LLC65,110$628K0.0%-19.9%0.000%
11/7/2023Oder Investment Management LLC43,696$422K0.5%-8.3%0.000%
11/7/2023 Fermata Advisors LLC10,900$105K0.0%N/A0.000%
11/6/2023Pacific Wealth Strategies Group Inc.37,685$364K0.4%+15.9%0.000%
11/2/2023Hoylecohen LLC13,506$130K0.0%+27.7%0.000%
10/31/2023Allworth Financial LP2,793$27K0.0%-58.6%0.000%
10/30/2023Regatta Capital Group LLC125,522$1.21M0.4%-16.1%0.000%
10/30/2023Beach Point Capital Management LP896,436$8.65M5.1%+136.6%0.000%
10/27/2023Whittier Trust Co. of Nevada Inc.28,457$275K0.0%-9.8%0.000%
10/27/2023Whittier Trust Co.252,392$2.44M0.0%-4.6%0.000%
10/24/2023Raymond James & Associates110,258$1.06M0.0%+1.3%0.000%
10/24/2023Dakota Wealth Management157,032$1.52M0.1%+10.6%0.000%
10/24/2023RHS Financial LLC12,401$120K0.1%N/A0.000%
10/23/2023Commonwealth Equity Services LLC52,819$510K0.0%-2.9%0.000%
10/11/2023 Ignite Planners LLC175,121$1.67M0.5%+33.6%0.000%
10/11/2023Castle Rock Wealth Management LLC25,767$246K0.1%+40.2%0.000%
10/4/2023 International Assets Investment Management LLC24,740$241K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC5,576,519$60.90M3.0%+22.8%0.000%
8/14/2023Rosenblum Silverman Sutton S F Inc. CA38,460$420K0.1%N/A0.000%
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8/14/2023Perennial Investment Advisors LLC12,512$137K0.0%-26.9%0.000%
8/14/2023First Foundation Advisors77,668$848K0.0%+41.5%0.000%
8/14/2023Snowden Capital Advisors LLC150,869$1.65M0.1%+0.7%0.000%
8/11/2023Karpus Management Inc.4,209,650$45.97M1.4%+33.6%0.000%
8/11/2023Guggenheim Capital LLC1,344,972$14.69M0.1%-16.0%0.000%
8/11/2023D.A. Davidson & CO.85,879$938K0.0%-5.7%0.000%
8/11/2023Penserra Capital Management LLC807,950$8.82M0.2%+6.6%0.000%
8/10/2023Beach Point Capital Management LP378,823$4.14M1.7%N/A0.000%
8/10/2023Hollencrest Capital Management57,478$628K0.1%-2.8%0.000%
8/10/2023US Bancorp DE20,945$229K0.0%+658.1%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, 128 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were Karpus Management Inc. ($69.74M), Saba Capital Management L.P. ($65.15M), Rivernorth Capital Management LLC ($60.90M), UBS Group AG ($17.67M), Beach Point Capital Management LP ($15.51M), Guggenheim Capital LLC ($14.69M), and Wells Fargo & Company MN ($11.32M).Learn more on NAC's institutional investors.

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

Of the 111 institutional investors that purchased Nuveen California Quality Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($5.36M), Saba Capital Management L.P. ($2.63M), Beach Point Capital Management LP ($1.40M), Rivernorth Capital Management LLC ($1.30M), Penserra Capital Management LLC ($807.95K), Guggenheim Capital LLC ($412.50K), and Hennion & Walsh Asset Management Inc. ($345.96K).

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

Institutional investors have bought a total of 18,076,883 shares in the last 24 months. This purchase volume represents approximately $197.43M in transactions.

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

Of the 66 institutional investors that sold Nuveen California Quality Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($1.04M), Pacific Wealth Strategies Group Inc. ($758.27K), Regatta Capital Group LLC ($533.76K), UBS Group AG ($411.80K), D.A. Davidson & CO. ($397.90K), Whittier Trust Co. ($352.18K), and Penserra Capital Management LLC ($215.33K).

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

Institutional investors have sold a total of 5,081,120 shares in the last 24 months. This volume of shares sold represents approximately $56.85M in transactions.


This page (NYSE:NAC) was last updated on 4/23/2024 by MarketBeat.com Staff

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