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Nuveen California Quality Municipal Income Fund

111 hedge funds and large institutions have $344M invested in Nuveen California Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
40
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$527K +$180K +16,516 +52%
OIM
52
Oder Investment Management
California
$520K -$34.4K -3,152 -6%
EHC
53
Everett Harris & Co
California
$502K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$491K +$15.1K +1,384 +3%
OWP
55
Obermeyer Wealth Partners
Colorado
$488K -$64.1K -5,866 -12%
CFG
56
Cooper Financial Group
California
$479K +$3.17K +290 +0.7%
Stifel Financial
57
Stifel Financial
Missouri
$470K +$24.5K +2,242 +5%
HighTower Advisors
58
HighTower Advisors
Illinois
$461K +$43.8K +4,013 +11%
RSS
59
Rosenblum Silverman Sutton
California
$420K +$420K +38,460 New
CWM
60
Cornerstone Wealth Management
Missouri
$415K +$415K +37,980 New
CWP
61
Core Wealth Partners
California
$410K
AWS
62
Atria Wealth Solutions
New York
$379K -$2.55K -233 -0.7%
RCM
63
RB Capital Management
Nevada
$367K -$217K -19,917 -37%
PWSG
64
Pacific Wealth Strategies Group
California
$355K
WTC
65
WhitTier Trust Company
Nevada
$344K +$118K +10,774 +52%
WFA
66
Wellspring Financial Advisors
Ohio
$290K
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$289K -$109K -9,988 -27%
BRWA
68
B. Riley Wealth Advisors
Florida
$286K
PWP
69
Private Wealth Partners
California
$284K +$109K +10,000 +63%
EWM
70
Empirical Wealth Management
Washington
$255K +$255K +23,372 New
WAM
71
Weinberger Asset Management
California
$253K -$4.97K -455 -2%
MA
72
MKT Advisors
California
$250K
FAT
73
First American Trust
California
$229K
US Bancorp
74
US Bancorp
Minnesota
$229K +$199K +18,182 +658%
CIA
75
Choate Investment Advisors
Massachusetts
$224K