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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.88 +0.01 (+0.04%)
Closing price 08/14/2026 03:58 PM Eastern
Extended Trading
$11.90 +0.01 (+0.08%)
As of 08/14/2026 07:34 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)
72
Total
Institutional Inflows
(last 12 months)
$66.72M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.37M
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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
8/7/2026 Requisite Capital Management LLC52,058$635K0.1%N/A0.000%
8/7/2026 OneDigital Investment Advisors LLC177,723$2.15M0.0%+4.0%0.000%
8/6/2026 Global Retirement Partners LLC3,685$45K0.0%N/A0.000%
8/5/2026 Cascade 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%
6/18/2026Western Wealth Management LLC43,515$507K0.0%+189.2%0.000%
6/3/2026 NewEdge Advisors LLC71,293$831K0.0%+7.3%0.000%
5/19/2026Western Wealth Management LLC43,515$507K0.0%+189.2%0.000%
5/19/2026 NewEdge 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%
5/16/2026 Quantinno Capital Management LP35,598$415K0.0%+67.4%0.000%
5/14/2026 CLG LLC37,584$438K0.1%+166.8%0.000%
5/13/2026 Cetera 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%
5/5/2026 Sanctuary 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%
4/28/2026 Whittier Trust Co.211,237$2.44M0.0%+5.5%0.000%
4/28/2026 Ascentis Independent Advisors62,311$726K0.1%N/A0.000%
4/27/2026Integrity Wealth Partners LLC95,930$1.12M1.0%N/A0.000%
4/27/2026 PFG Investments LLC198,332$2.31M0.1%+5.0%0.000%
3/17/2026 Rockefeller Capital Management L.P.1,190,498$14.06M0.0%+0.1%0.000%
3/9/2026 Corient Private Wealth LLC23,590$279K0.0%+10.3%0.000%
2/23/2026 Virtu Financial LLC54,445$643K0.0%N/A0.000%
2/19/2026 Corient Private Wealth LLC23,590$279K0.0%+10.3%0.000%
2/18/2026 EP Wealth Advisors LLC10,167$120K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC16,940$200K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC2,938,681$34.71M0.2%+28.6%0.000%
2/17/2026 Cetera Investment Advisers61,063$721K0.0%-2.2%0.000%
2/17/2026Osaic Holdings Inc.81,138$958K0.0%+4.0%0.000%
2/17/2026 Captrust Financial Advisors15,266$180K0.0%N/A0.000%
2/17/2026Royal Bank of Canada185,973$2.20M0.0%+19.7%0.000%
2/16/2026 Mariner 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%
2/13/2026 Rosenblum Silverman Sutton S F Inc. CA11,440$135K0.0%N/A0.000%
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2/13/2026 Morgan 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%
2/12/2026 Hollencrest 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%
2/6/2026 Evoke Wealth LLC253,679$3.00M0.1%+1.5%0.000%
2/6/2026 Ignite Planners LLC357,359$4.27M0.7%+8.3%0.000%
2/6/2026 Van Hulzen Asset Management LLC53,250$629K0.0%-3.6%0.000%
2/6/2026 HighTower 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%
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%
1/29/2026 UBS Group AG1,114,490$13.16M0.0%-4.8%0.000%
1/29/2026 Sanctuary Advisors LLC241,583$2.85M0.0%+4.7%0.000%
1/29/2026 McGowan 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%
1/21/2026 Prime 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%
1/15/2026 CLG LLC14,087$166K0.0%N/A0.000%
1/14/2026ORG Partners LLC44,224$522K0.1%N/A0.000%
1/14/2026 Hennion & 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%
12/2/2025 Allworth Financial LP156,382$1.80M0.0%+0.6%0.000%
11/21/2025 CIBC Bancorp USA Inc.10,000$115K0.0%N/A0.000%
11/17/2025 NewEdge Advisors LLC66,122$760K0.0%-38.0%0.000%
11/17/2025First Foundation Advisors44,125$507K0.0%-35.2%0.000%
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11/17/2025Susquehanna International Group LLP14,748$170K0.0%-45.9%0.000%
11/17/2025 Mercer 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%
11/14/2025 Creative Planning73,908$850K0.0%+286.4%0.000%
11/14/2025Raymond James Financial Inc.152,315$1.75M0.0%+2.7%0.000%
11/13/2025 UBS 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%


NAC Institutional Ownership - Frequently Asked Questions

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 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), 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 5,658,207 shares in the last 24 months. This purchase volume represents approximately $66.72M in transactions.

Of the 27 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 ($1.64M), UBS Group AG ($459.21K), Regatta Capital Group LLC ($119.73K), Atala Financial Inc ($43.75K), Allworth Financial LP ($43.31K), NewEdge Advisors LLC ($40.55K), and Prime Capital Investment Advisors LLC ($27.58K).

Institutional investors have sold a total of 2,538,327 shares in the last 24 months. This volume of shares sold represents approximately $29.37M 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 8/7/2026. New 13F filings are added each quarter as they're published.
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