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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

116 hedge funds and large institutions have $222M invested in Nuveen California Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
40
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$20.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
Wells Fargo
3
Wells Fargo
California
$14.4M
4
AAM
4
Advisors Asset Management
Colorado
$8.28M
5
LPL Financial
5
LPL Financial
California
$4.85M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
RCM
2
Robinson Capital Management
Michigan
$1.37M
3
KIM
3
Karpus Investment Management
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$17.6M
5
SIA
5
Sit Investment Associates
Minnesota
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$214K -$554K -49,611 -72%
FAT
77
First American Trust
California
$212K – – –
PFA
78
Pure Financial Advisors
California
$203K – – –
Citadel Advisors
79
Citadel Advisors
Florida
$197K +$197K +17,654 New
AAS
80
Ameritas Advisory Services
Nebraska
$191K – – –
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$179K +$179K +15,987 New
RCM
82
RB Capital Management
Nevada
$176K +$2.84K +254 +2%
PWM
83
Perigon Wealth Management
California
$169K -$15.6K -1,400 -8%
WWM
84
Western Wealth Management
Colorado
$168K – – –
GIM
85
Grassi Investment Management
California
$168K – – –
CIA
86
Choate Investment Advisors
Massachusetts
$168K – – –
BWMG
87
Barnes Wealth Management Group
California
$167K – – –
PA
88
Parallel Advisors
California
$154K – – –
MFIM
89
Mesirow Financial Investment Management
Illinois
$151K +$24.9K +2,229 +20%
CW
90
CreativeOne Wealth
Kansas
$151K +$30.6K +2,740 +25%
IC
91
IEQ Capital
California
$148K -$12.7K -1,138 -8%
EE
92
EWG Elevate
California
$135K +$135K +12,100 New
AAS
93
Avantax Advisory Services
Texas
$134K -$60K -5,368 -31%
KAS
94
Kestra Advisory Services
Texas
$126K +$126K +11,321 New
VF
95
Virtu Financial
New York
$124K -$4.24K -380 -3%
PIA
96
Perennial Investment Advisors
California
$123K – – –
FA
97
Fermata Advisors
California
$122K – – –
RTC
98
Riverview Trust Company
Washington
$119K – – –
SA
99
Strategic Advocates
Utah
$116K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$112K – – –
2 3
4
5 6