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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

104 hedge funds and large institutions have $212M invested in Nuveen California Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
35
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Regatta Capital Group
California
$6.9M
2
AWS
2
Atria Wealth Solutions
New York
$1.02M
3
Wells Fargo
3
Wells Fargo
California
$14.2M
4
GC
4
Guggenheim Capital
Illinois
$25.7M
5
AAM
5
Advisors Asset Management
Colorado
$3.93M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$19M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
AA
3
AQR Arbitrage
Connecticut
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
TFO
5
Tarbox Family Office
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.24M -$487K -44,358 -28%
IP
27
Ignite Planners
California
$1.12M – – –
VHAM
28
Van Hulzen Asset Management
California
$1.03M +$44.6K +4,068 +5%
AWS
29
Atria Wealth Solutions
New York
$1.02M +$1.02M +92,813 New
FFA
30
First Foundation Advisors
California
$995K +$271K +24,728 +37%
RCM
31
RB Capital Management
Nevada
$867K +$18.5K +1,685 +2%
AA
32
Apriem Advisors
California
$770K – – –
COLIM
33
City of London Investment Management
United Kingdom
$713K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$647K -$44.6K -4,065 -6%
KW
35
KWB Wealth
California
$641K -$55.6K -5,069 -8%
MA
36
Mutual Advisors
Nebraska
$624K +$370K +33,730 +146%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$622K +$17.4K +1,585 +3%
Ameriprise
38
Ameriprise
Minnesota
$570K -$194K -17,721 -25%
OWP
39
Obermeyer Wealth Partners
Colorado
$555K +$555K +50,596 New
BC
40
Bartlett & Co
Ohio
$535K +$22.1K +2,000 +4%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$535K +$22K +2,000 +4%
GJIC
42
Gamble Jones Investment Counsel
California
$532K – – –
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$524K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$521K +$62.4K +5,696 +14%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$517K -$250K -22,800 -33%
EHC
46
Everett Harris & Co
California
$505K – – –
WWM
47
Western Wealth Management
Colorado
$500K – – –
PWP
48
Private Wealth Partners
California
$488K – – –
OIM
49
Oder Investment Management
California
$478K +$106K +9,642 +28%
CFG
50
Cooper Financial Group
California
$467K +$5.68K +518 +1%
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