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Nuveen California Quality Municipal Income Fund (NAC) Institutional Ownership

Nuveen California Quality Municipal Income Fund logo
$11.22 -0.01 (-0.04%)
As of 01/22/2025 03:59 PM Eastern
This is a fair market value 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)
49
Total
Institutional Inflows
(last 12 months)
$63.83M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$47.48M
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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
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%
1/17/2025 Bartlett & CO. Wealth Management LLC37,000$418K0.0%+12.5%0.000%
1/17/2025 Melfa Wealth Management Inc.53,566$605K0.4%+13.8%0.000%
1/17/2025 Dakota Wealth Management210,407$2.38M0.1%-2.6%0.000%
1/15/2025 Ameritas 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%
1/14/2025 Ignite Planners LLC288,357$3.30M0.7%+9.2%0.000%
1/8/2025 International 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%
10/29/2024Farther 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%
10/23/2024 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%
10/21/2024Whittier 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%
10/8/2024 Ignite Planners LLC264,034$3.14M0.7%+23.4%0.000%
9/5/2024Sanctuary Advisors LLC61,490$660K0.0%N/A0.000%
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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%
8/5/2024Blue 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%
7/29/2024Whittier Trust Co. of Nevada Inc.7,480$86K0.0%-55.7%0.000%
7/29/2024Whittier Trust Co.103,041$1.19M0.0%+16.9%0.000%
7/22/2024Pacific 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%
7/16/2024RHS 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%
5/17/2024Comerica Bank25,215$278K0.0%+228.7%0.000%
5/15/2024Whitebox Advisors LLC372,562$4.11M0.1%N/A0.000%
5/14/2024Advisors Asset Management Inc.572,175$6.31M0.1%+9.0%0.000%
5/14/2024EP Wealth Advisors LLC13,927$153K0.0%-13.0%0.000%
5/14/2024Robinson Capital Management LLC443,150$4.79M1.7%+43.0%0.000%
5/14/2024Karpus Management Inc.6,267,330$69.07M2.0%-0.3%0.000%
5/14/2024RB Capital Management LLC18,171$200K0.1%-11.6%0.000%
5/10/2024First Foundation Advisors52,999$584K0.0%-21.8%0.000%
5/7/2024Choate Investment Advisors15,000$165K0.0%-26.8%0.000%
5/7/2024Oppenheimer & Co. Inc.16,065$177K0.0%+12.0%0.000%
5/7/2024Obermeyer Wood Investment Counsel Lllp22,678$250K0.0%-58.0%0.000%
5/3/2024Whittier Trust Co.88,141$971K0.0%-2.5%0.000%
5/2/2024Pacific Wealth Strategies Group Inc.52,185$575K0.5%+45.8%0.000%
4/30/2024Perigon Wealth Management LLC15,168$167K0.0%-8.3%0.000%
4/30/2024Commonwealth Equity Services LLC72,757$802K0.0%+42.6%0.000%
4/26/2024Mesirow Financial Investment Management Inc.10,555$116K0.0%N/A0.000%
4/24/2024Blue 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%
4/22/2024PFG Investments LLC198,943$2.19M0.1%N/A0.000%
4/18/2024RHS 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%
3/27/2024Nomura Holdings Inc.12,625$140K0.0%N/A0.000%
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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%
2/15/2024 Bartlett & 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%
(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, 116 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 17,555,698 shares in the last 24 months. This purchase volume represents approximately $188.80M in transactions.

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

Of the 63 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), Guggenheim Capital LLC ($1.04M), Logan Stone Capital LLC ($972.12K), Regatta Capital Group LLC ($429.26K), UBS Group AG ($405.63K), Whitebox Advisors LLC ($328.67K), and International Assets Investment Management LLC ($290.57K).

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

Institutional investors have sold a total of 7,202,744 shares in the last 24 months. This volume of shares sold represents approximately $80.91M in transactions.



This page (NYSE:NAC) was last updated on 1/23/2025 by MarketBeat.com Staff
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