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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

116 hedge funds and large institutions have $259M invested in Nuveen California Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
34
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.58M
2
Wells Fargo
Wells Fargo
California
+$988K
3
DADC
D.A. Davidson & Co
Montana
+$886K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$871K
5
BWA
BDO Wealth Advisors
Florida
+$798K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$9.53M
2
MMA
Miracle Mile Advisors
California
-$5.01M
3
KIM
Karpus Investment Management
New York
-$3.96M
4
CRWM
Castle Rock Wealth Management
California
-$628K
5
WS
Wedbush Securities
California
-$496K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$282K – – –
KJWM
77
Kiley Juergens Wealth Management
Washington
$281K – – –
WA
78
Winfield Associates
Ohio
$270K +$15.2K +1,000 +6%
US Bancorp
79
US Bancorp
Minnesota
$269K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$261K -$24.4K -1,609 -9%
CAN
81
Cetera Advisor Networks
California
$247K +$247K +16,324 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$244K – – –
TIM
83
Tortoise Investment Management
New York
$243K – – –
MBTD
84
Mechanics Bank - Trust Department
California
$227K – – –
GIM
85
Grassi Investment Management
California
$227K – – –
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$212K – – –
VIM
87
Vista Investment Management
Pennsylvania
$209K – – –
MMA
88
Miracle Mile Advisors
California
$189K -$5.01M -330,588 -96%
IC
89
Intersect Capital
California
$189K +$189K +12,453 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$184K – – –
PFA
91
Pure Financial Advisors
California
$174K +$174K +11,491 New
NL
92
NWAM LLC
Washington
$168K – – –
RTC
93
Riverview Trust Company
Washington
$161K – – –
IGGA
94
Iron Gate Global Advisors
Utah
$157K – – –
Creative Planning
95
Creative Planning
Kansas
$154K – – –
ACI
96
Alpha Cubed Investments
California
$152K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$101K – – –
MCM
98
Manchester Capital Management
Vermont
$91K – – –
SFS
99
Sowell Financial Services
Arkansas
$90K – – –
PWM
100
Perigon Wealth Management
California
$82K +$82K +5,430 New
1 2 3
4
5