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Nuveen California Quality Municipal Income Fund

120 hedge funds and large institutions have $328M invested in Nuveen California Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
29
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIM
51
Oder Investment Management
California
$422K -$38K -3,942 -8%
CFG
52
Cooper Financial Group
California
$421K -$2.25K -233 -0.5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$395K -$70.4K -7,298 -15%
TIM
54
Tortoise Investment Management
New York
$377K -$152K -15,700 -29%
Stifel Financial
55
Stifel Financial
Missouri
$376K -$39.9K -4,139 -10%
CWM
56
Cornerstone Wealth Management
Missouri
$367K +$145 +15 +0%
PWSG
57
Pacific Wealth Strategies Group
California
$364K +$49.9K +5,176 +16%
CWP
58
Core Wealth Partners
California
$362K
HighTower Advisors
59
HighTower Advisors
Illinois
$348K -$59.5K -6,168 -15%
RSS
60
Rosenblum Silverman Sutton
California
$316K -$55K -5,700 -15%
AWS
61
Atria Wealth Solutions
New York
$289K -$46.6K -4,814 -14%
WTC
62
WhitTier Trust Company
Nevada
$275K -$29.8K -3,087 -10%
WFA
63
Wellspring Financial Advisors
Ohio
$257K
AAS
64
Ameritas Advisory Services
Nebraska
$256K +$256K +26,512 New
BRWA
65
B. Riley Wealth Advisors
Florida
$253K
PWP
66
Private Wealth Partners
California
$251K
CRWM
67
Castle Rock Wealth Management
California
$246K +$70.7K +7,392 +40%
IAIM
68
International Assets Investment Management
Florida
$241K +$241K +24,740 New
MA
69
MKT Advisors
California
$221K
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$219K -$35.9K -3,715 -14%
FAT
71
First American Trust
California
$203K
US Bancorp
72
US Bancorp
Minnesota
$202K
CIA
73
Choate Investment Advisors
Massachusetts
$198K
RCM
74
RB Capital Management
Nevada
$196K -$128K -13,262 -39%
RVPG
75
Relative Value Partners Group
$193K +$193K +20,000 New