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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.37 -0.01 (-0.09%)
(As of 02:52 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$69.13M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$35.15M
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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
11/15/2024 XTX Topco Ltd30,451$362K0.0%+142.8%0.000%
11/15/2024 EP Wealth Advisors LLC17,552$209K0.0%+15.4%0.000%
11/15/2024 Whitebox Advisors LLC791,703$9.41M0.3%-29.3%0.000%
11/15/2024 Stifel Financial Corp37,984$452K0.0%+12.2%0.000%
11/15/2024 Rivernorth Capital Management LLC2,789,093$33.16M1.7%-22.5%0.000%
11/14/2024 Rockefeller Capital Management L.P.850,736$10.12M0.0%+25.2%0.000%
11/14/2024 Walleye Capital LLC53,357$634K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC10,804$128K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC10,000$119K0.0%N/A0.000%
11/12/2024 Nwam LLC44,524$529K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.571,968$6.80M0.1%+5.7%0.000%
11/6/2024 OneDigital Investment Advisors LLC219,921$2.62M0.0%+13.5%0.000%
11/6/2024 Oppenheimer & Co. Inc.27,776$330K0.0%+32.6%0.000%
11/1/2024 Hollencrest Capital Management58,818$699K0.0%+12.0%0.000%
10/29/2024 Farther Finance Advisors LLC22,266$265K0.0%+4,914.9%0.000%
10/28/2024 Pacific Wealth Strategies Group Inc.73,224$871K0.6%+15.4%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC18,058$215K0.0%N/A0.000%
10/24/2024 PFG Investments LLC193,564$2.30M0.1%-0.8%0.000%
10/23/2024 Dakota Wealth Management216,132$2.57M0.1%-16.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.517,957$6.16M0.3%-3.4%0.000%
10/22/2024 International Assets Investment Management LLC328,167$3.90M0.0%+1,089.0%0.000%
10/21/2024 Whittier Trust Co. of Nevada Inc.6,480$77K0.0%-13.4%0.000%
10/21/2024 Whittier Trust Co.118,481$1.41M0.0%+15.0%0.000%
10/15/2024 Regatta Capital Group LLC165,406$1.97M0.4%-21.5%0.000%
10/8/2024 CWM LLC7,018$83K0.0%+253.9%0.000%
10/8/2024 Ignite Planners LLC264,034$3.14M0.7%+23.4%0.000%
9/5/2024Sanctuary Advisors LLC61,490$660K0.0%N/A0.000%
8/19/2024 EP Wealth Advisors LLC15,208$175K0.0%+9.2%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.7,115$82K0.0%N/A0.000%
8/15/2024 Logan Stone Capital LLC690,688$7.96M2.1%-58.5%0.000%
8/14/2024 Whitebox Advisors LLC1,120,372$12.92M0.4%+200.7%0.000%
8/14/2024 Evoke Wealth LLC46,000$534K0.6%-65.4%0.000%
8/13/2024 Hollencrest Capital Management52,508$605K0.0%-2.6%0.000%
8/12/2024 XTX Topco Ltd12,540$145K0.0%N/A0.000%
8/8/2024 NINE MASTS CAPITAL Ltd109,144$1.26M0.4%-38.9%0.000%
8/7/2024 Wedbush Securities Inc.115,176$1.33M0.0%-6.8%0.000%
8/7/2024 PFG Investments LLC195,127$2.25M0.2%-1.9%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC10,926$126K0.0%+48.5%0.000%
7/31/2024Commonwealth Equity Services LLC75,479$870K0.0%+3.7%0.000%
7/30/2024 International Assets Investment Management LLC27,600$318K0.0%+3.8%0.000%
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7/29/2024 Whittier Trust Co. of Nevada Inc.7,480$86K0.0%-55.7%0.000%
7/29/2024 Whittier Trust Co.103,041$1.19M0.0%+16.9%0.000%
7/22/2024 Pacific Wealth Strategies Group Inc.63,479$732K0.6%+21.6%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.536,055$6.18M0.3%-4.7%0.000%
7/19/2024Raymond James & Associates111,788$1.29M0.0%+24.4%0.000%
7/16/2024 RHS Financial LLC29,147$336K0.2%+6.5%0.000%
7/15/2024 Melfa Wealth Management Inc.47,066$543K0.4%-12.1%0.000%
7/12/2024 Ignite Planners LLC213,998$2.49M0.6%+0.6%0.000%
5/24/2024Cetera Advisors LLC18,665$206K0.0%N/A0.000%
5/17/2024 Comerica Bank25,215$278K0.0%+228.7%0.000%
5/15/2024 Whitebox Advisors LLC372,562$4.11M0.1%N/A0.000%
5/14/2024 Advisors Asset Management Inc.572,175$6.31M0.1%+9.0%0.000%
5/14/2024 EP Wealth Advisors LLC13,927$153K0.0%-13.0%0.000%
5/14/2024 Robinson Capital Management LLC443,150$4.79M1.7%+43.0%0.000%
5/14/2024 Karpus Management Inc.6,267,330$69.07M2.0%-0.3%0.000%
5/14/2024 RB Capital Management LLC18,171$200K0.1%-11.6%0.000%
5/10/2024 First Foundation Advisors52,999$584K0.0%-21.8%0.000%
5/7/2024 Choate Investment Advisors15,000$165K0.0%-26.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.16,065$177K0.0%+12.0%0.000%
5/7/2024 Obermeyer Wood Investment Counsel Lllp22,678$250K0.0%-58.0%0.000%
5/3/2024 Whittier Trust Co.88,141$971K0.0%-2.5%0.000%
5/2/2024 Pacific Wealth Strategies Group Inc.52,185$575K0.5%+45.8%0.000%
4/30/2024 Perigon Wealth Management LLC15,168$167K0.0%-8.3%0.000%
4/30/2024Commonwealth Equity Services LLC72,757$802K0.0%+42.6%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.10,555$116K0.0%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC7,357$81K0.0%+116.4%0.000%
4/24/2024 Dakota Wealth Management258,657$2.85M0.1%-0.5%0.000%
4/22/2024 PFG Investments LLC198,943$2.19M0.1%N/A0.000%
4/18/2024 RHS Financial LLC27,370$302K0.2%+24.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.562,717$6.20M0.3%-7.9%0.000%
4/16/2024 Weaver Consulting Group15,000$165K0.1%-18.9%0.000%
4/12/2024Riverview 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%
3/27/2024 Nomura Holdings Inc.12,625$140K0.0%N/A0.000%
2/29/2024 Tortoise Investment Management LLC31,231$346K0.0%-20.2%0.000%
2/28/2024 EP Wealth Advisors LLC16,010$178K0.0%+14.5%0.000%
2/22/2024 Napa Wealth Management40,233$446K0.2%N/A0.000%
2/15/2024Bartlett & CO. Wealth Management LLC34,500$382K0.0%-38.9%0.000%
2/14/2024 LM Advisors LLC327,853$3.64M0.7%N/A0.000%
2/13/2024 Karpus Management Inc.6,288,053$69.74M2.1%+35.2%0.000%
2/12/2024 Evoke Wealth LLC132,974$1.48M0.0%-8.6%0.000%
2/9/2024Hoylecohen LLC12,296$136K0.0%-9.0%0.000%
2/9/2024 D.A. Davidson & CO.60,529$671K0.0%-3.0%0.000%
2/9/2024 Wells Fargo & Company MN1,020,419$11.32M0.0%+4.5%0.000%
2/9/2024 UBS Group AG1,593,210$17.67M0.0%-9.7%0.000%
2/8/2024 Robinson Capital Management LLC309,923$3.43M1.2%+96.3%0.000%
2/8/2024 Tortoise Investment Management LLC31,231$342K0.0%-20.2%0.000%
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2/7/2024 Ieq Capital LLC16,318$181K0.0%N/A0.000%
2/7/2024 Northwest Financial Advisors8,400$93K0.1%N/A0.000%
2/7/2024 Van Hulzen Asset Management LLC63,505$704K0.0%-2.5%0.000%
2/5/2024 Oder Investment Management LLC44,949$498K0.5%+2.9%0.000%
2/1/2024 Pacific Wealth Strategies Group Inc.35,785$397K0.4%-5.0%0.000%
1/31/2024 Davidson Trust Co.159,240$1.77M1.1%+1.3%0.000%
1/31/2024 Obermeyer Wood Investment Counsel Lllp54,008$599K0.0%+20.7%0.000%
1/30/2024 Dakota Wealth Management259,832$2.88M0.1%+65.5%0.000%
1/25/2024 Blue Bell Private Wealth Management LLC3,400$38K0.0%N/A0.000%
1/24/2024 Prime Capital Investment Advisors LLC64,706$718K0.0%-14.7%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, 117 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), Saba Capital Management L.P. ($65.15M), Rivernorth Capital Management LLC ($33.16M), 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 99 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), Whitebox Advisors LLC ($1.12M), Rivernorth Capital Management LLC ($1.03M), Penserra Capital Management LLC ($807.95K), and International Assets Investment Management LLC ($602.21K).

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

Institutional investors have bought a total of 17,753,669 shares in the last 24 months. This purchase volume represents approximately $190.91M in transactions.

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

Of the 62 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), Logan Stone Capital LLC ($972.12K), Rivernorth Capital Management LLC ($811.87K), Regatta Capital Group LLC ($416.59K), UBS Group AG ($405.63K), Whitebox Advisors LLC ($328.67K), and Whittier Trust Co. ($264.13K).

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

Institutional investors have sold a total of 6,142,784 shares in the last 24 months. This volume of shares sold represents approximately $68.41M in transactions.



This page (NYSE:NAC) was last updated on 11/21/2024 by MarketBeat.com Staff
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