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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

119 hedge funds and large institutions have $338M invested in Nuveen California Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
55
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
GC
2
Guggenheim Capital
Illinois
$17M
3
UBS Group
3
UBS Group
Switzerland
$23.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.1M
5
RCM
5
Robinson Capital Management
Michigan
$7.31M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$34M
2
KIM
2
Karpus Investment Management
New York
$38.6M
3
RCM
3
Rivernorth Capital Management
Florida
$33.2M
4
PCM
4
Penserra Capital Management
California
$0
5
LSC
5
Logan Stone Capital
Illinois
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
51
Everett Harris & Co
California
$547K – – –
NL
52
NWAM LLC
Washington
$529K +$529K +44,524 New
NA
53
NewEdge Advisors
Louisiana
$503K +$503K +42,297 New
CFG
54
Cooper Financial Group
California
$492K +$309 +26 +0.1%
AA
55
Apriem Advisors
California
$479K -$9.51K -800 -2%
AWS
56
Atria Wealth Solutions
New York
$477K +$35.2K +2,946 +8%
IWC
57
Integrated Wealth Concepts
Massachusetts
$471K +$1.06K +89 +0.2%
HighTower Advisors
58
HighTower Advisors
Illinois
$457K +$5.95K +499 +1%
Stifel Financial
59
Stifel Financial
Missouri
$452K +$49.1K +4,128 +12%
CWP
60
Core Wealth Partners
California
$446K – – –
DADC
61
D.A. Davidson & Co
Montana
$430K +$2.33K +196 +0.5%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$394K +$41.9K +3,500 +12%
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$390K +$8.67K +729 +2%
SFS
64
Sowell Financial Services
Arkansas
$387K -$9.75K -816 -2%
RF
65
RHS Financial
California
$363K +$16.3K +1,375 +5%
XT
66
XTX Topco
Cayman Islands
$362K +$213K +17,911 +143%
TIM
67
Tortoise Investment Management
New York
$336K -$67.5K -5,680 -17%
OC
68
Oppenheimer & Co
New York
$330K +$81.3K +6,835 +33%
CRWM
69
Castle Rock Wealth Management
California
$302K – – –
SCA
70
Snowden Capital Advisors
New York
$287K -$3.54K -296 -1%
MA
71
MKT Advisors
California
$275K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$273K +$416 +35 +0.2%
FFA
73
Farther Finance Advisors
California
$265K +$259K +21,822 +4,915%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$247K +$63.8K +5,366 +35%
NMC
75
Nine Masts Capital
Hong Kong
$243K -$1.05M -88,723 -81%
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