Free Trial

Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$10.70 +0.05 (+0.42%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$10.72 +0.02 (+0.14%)
As of 04/17/2025 04:05 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$49.34M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$54.76M
Get NAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen California Quality Municipal Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 RHS Financial LLC49,979$562K0.3%+37.2%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC21,383$240K0.0%+13.7%0.000%
4/14/2025 Regatta Capital Group LLC146,597$1.65M0.3%-4.0%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.320,373$3.60M0.2%-13.1%0.000%
4/9/2025 Castle Rock Wealth Management LLC24,375$275K0.1%-4.5%0.000%
2/26/2025LM Advisors LLC338,613$3.82M0.6%+1.2%0.000%
2/18/2025Western Wealth Management LLC11,440$129K0.0%-24.0%0.000%
2/17/2025Nomura Holdings Inc.20,000$226K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC16,279$184K0.0%-7.3%0.000%
2/17/2025Bank of America Corp DE467,107$5.27M0.0%+54.6%0.000%
2/17/2025Ameriprise Financial Inc.112,213$1.27M0.0%+31.6%0.000%
2/14/2025Whitebox Advisors LLC72,679$821K0.0%-90.8%0.000%
2/14/2025Comerica Bank5,236$59K0.0%-31.8%0.000%
2/14/2025Bridgewealth Advisory Group LLC38,523$440K0.1%+90.3%0.000%
2/14/2025Stifel Financial Corp65,372$738K0.0%+72.1%0.000%
2/14/2025OneDigital Investment Advisors LLC213,234$2.41M0.0%-3.0%0.000%
2/13/2025NewEdge Advisors LLC49,475$559K0.0%+17.0%0.000%
2/13/2025Guggenheim Capital LLC1,557,366$17.58M0.1%+8.7%0.000%
2/13/2025XTX Topco Ltd12,404$140K0.0%-59.3%0.000%
2/13/2025Mariner LLC523,177$5.91M0.0%-1.7%0.000%
2/13/2025Rockefeller Capital Management L.P.933,059$10.53M0.0%+9.7%0.000%
2/13/2025Raymond James Financial Inc.165,018$1.86M0.0%N/A0.000%
2/13/2025Cerity Partners LLC54,505$615K0.0%+3.8%0.000%
2/13/2025Wedbush Securities Inc.140,233$1.58M0.1%+17.5%0.000%
2/13/2025Sit Investment Associates Inc.244,327$2.76M0.1%+16.7%0.000%
2/13/2025Wells Fargo & Company MN1,125,822$12.71M0.0%+3.1%0.000%
2/12/2025Landscape Capital Management L.L.C.41,665$470K0.0%N/A0.000%
2/12/2025 DKM Wealth Management Inc.142,401$1.61M1.5%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.38,256$432K0.1%+16.8%0.000%
2/12/2025LM Advisors LLC338,613$3.82M0.7%+1.2%0.000%
2/11/2025LPL Financial LLC312,923$3.53M0.0%+3.7%0.000%
2/11/2025Whittier Trust Co. of Nevada Inc.4,550$51K0.0%-29.8%0.000%
2/11/2025Whittier Trust Co.112,242$1.27M0.0%-5.3%0.000%
2/10/2025Evoke Wealth LLC240,374$2.71M0.1%+21.2%0.000%
2/10/2025Corient Private Wealth LLC94,786$1.07M0.0%+27.0%0.000%
2/10/2025Atala Financial Inc143,251$1.62M1.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC71,041$802K0.0%+31.0%0.000%
2/10/2025Hollencrest Capital Management50,703$572K0.0%-13.8%0.000%
2/7/2025HighTower Advisors LLC46,578$526K0.0%+21.4%0.000%
2/7/2025Tortoise Investment Management LLC21,228$240K0.0%-24.9%0.000%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/7/2025New Insight Wealth Advisors46,160$521K0.3%+155.7%0.000%
2/7/2025 Intellectus Partners LLC13,500$152K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.165,018$1.86M0.0%N/A0.000%
2/5/2025Apriem Advisors31,320$354K0.0%-22.3%0.000%
1/31/2025Robinson Capital Management LLC814,746$9.20M3.7%+33.5%0.000%
1/31/2025Atria Wealth Solutions Inc.50,254$567K0.0%+26.0%0.000%
1/31/2025Sanctuary Advisors LLC174,142$1.97M0.0%+19.3%0.000%
1/30/2025Allworth Financial LP170,106$1.91M0.0%-32.3%0.000%
1/28/2025Pacific Wealth Strategies Group Inc.75,736$855K0.6%+3.4%0.000%
1/24/2025 RHS Financial LLC36,424$411K0.2%+19.3%0.000%
1/22/2025Perigon Wealth Management LLC16,568$185K0.0%+9.2%0.000%
1/22/2025PFG Investments LLC192,630$2.18M0.1%-0.5%0.000%
1/21/2025 Regatta Capital Group LLC152,731$1.72M0.3%-7.7%0.000%
1/21/2025 Southland Equity Partners LLC123,040$1.39M0.3%+20.5%0.000%
1/17/2025Bartlett & CO. Wealth Management LLC37,000$418K0.0%+12.5%0.000%
1/17/2025Melfa Wealth Management Inc.53,566$605K0.4%+13.8%0.000%
1/17/2025Dakota Wealth Management210,407$2.38M0.1%-2.6%0.000%
1/15/2025Ameritas Advisory Services LLC21,135$239K0.0%-8.1%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.368,576$4.16M0.2%-28.8%0.000%
1/14/2025Ignite Planners LLC288,357$3.30M0.7%+9.2%0.000%
1/8/2025International Assets Investment Management LLC37,600$430K0.0%-88.5%0.000%
12/3/2024Rivernorth Capital Management LLC2,789,093$33.16M1.6%-22.5%0.000%
11/25/2024Sanctuary Advisors LLC145,942$1.67M0.0%+137.3%0.000%
11/15/2024XTX Topco Ltd30,451$362K0.0%+142.8%0.000%
11/15/2024EP Wealth Advisors LLC17,552$209K0.0%+15.4%0.000%
11/15/2024Whitebox Advisors LLC791,703$9.41M0.3%-29.3%0.000%
11/15/2024Stifel Financial Corp37,984$452K0.0%+12.2%0.000%
11/15/2024Rivernorth Capital Management LLC2,789,093$33.16M1.7%-22.5%0.000%
11/14/2024Rockefeller Capital Management L.P.850,736$10.12M0.0%+25.2%0.000%
11/14/2024Walleye Capital LLC53,357$634K0.0%N/A0.000%
11/14/2024CreativeOne Wealth LLC10,804$128K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC10,000$119K0.0%N/A0.000%
11/12/2024Nwam LLC44,524$529K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.571,968$6.80M0.1%+5.7%0.000%
11/6/2024OneDigital Investment Advisors LLC219,921$2.62M0.0%+13.5%0.000%
11/6/2024Oppenheimer & Co. Inc.27,776$330K0.0%+32.6%0.000%
11/1/2024Hollencrest Capital Management58,818$699K0.0%+12.0%0.000%
10/29/2024 Farther Finance Advisors LLC22,266$265K0.0%+4,914.9%0.000%
10/28/2024Pacific 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%
10/24/2024PFG Investments LLC193,564$2.30M0.1%-0.8%0.000%
10/23/2024Dakota 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%
10/22/2024International Assets Investment Management LLC328,167$3.90M0.0%+1,089.0%0.000%
10/21/2024Whittier Trust Co. of Nevada Inc.6,480$77K0.0%-13.4%0.000%
10/21/2024Whittier 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%
10/8/2024CWM LLC7,018$83K0.0%+253.9%0.000%
10/8/2024Ignite Planners LLC264,034$3.14M0.7%+23.4%0.000%
9/5/2024Sanctuary Advisors LLC61,490$660K0.0%N/A0.000%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
8/19/2024EP Wealth Advisors LLC15,208$175K0.0%+9.2%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.7,115$82K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC690,688$7.96M2.1%-58.5%0.000%
8/14/2024Whitebox Advisors LLC1,120,372$12.92M0.4%+200.7%0.000%
8/14/2024Evoke Wealth LLC46,000$534K0.6%-65.4%0.000%
8/13/2024Hollencrest Capital Management52,508$605K0.0%-2.6%0.000%
8/12/2024XTX Topco Ltd12,540$145K0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd109,144$1.26M0.4%-38.9%0.000%
8/7/2024Wedbush Securities Inc.115,176$1.33M0.0%-6.8%0.000%
8/7/2024PFG Investments LLC195,127$2.25M0.2%-1.9%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, 124 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), Guggenheim Capital LLC ($17.58M), Beach Point Capital Management LP ($15.51M), and Wells Fargo & Company MN ($12.71M).Learn more on NAC's institutional investors.

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

Of the 105 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 Robinson Capital Management LLC ($647.50K).

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

Institutional investors have bought a total of 18,378,142 shares in the last 24 months. This purchase volume represents approximately $198.27M in transactions.

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

Of the 61 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: Rivernorth Capital Management LLC ($1.62M), Whitebox Advisors LLC ($1.05M), Guggenheim Capital LLC ($1.04M), Logan Stone Capital LLC ($972.12K), UBS Group AG ($405.63K), International Assets Investment Management LLC ($290.57K), and Hennion & Walsh Asset Management Inc. ($290.36K).

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

Institutional investors have sold a total of 7,328,149 shares in the last 24 months. This volume of shares sold represents approximately $82.50M in transactions.



This page (NYSE:NAC) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners