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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 %
CRWM
76
Castle Rock Wealth Management
California
$197K -$95.9K -8,939 -33%
WIA
77
World Investment Advisors
California
$196K
EWA
78
EP Wealth Advisors
California
$191K -$20.1K -1,090 -10%
PWM
79
Perigon Wealth Management
California
$188K +$186 +17 +0.1%
WCG
80
Weaver Consulting Group
California
$180K -$19.5K -1,789 -10%
WWM
81
Western Wealth Management
Colorado
$164K
GIM
82
Grassi Investment Management
California
$164K
RJFSA
83
Raymond James Financial Services Advisors
Florida
$163K -$128K -11,758 -44%
BF
84
BOK Financial
Oklahoma
$159K +$159K +14,525 New
ACI
85
Alpha Cubed Investments
California
$157K
PFA
86
Pure Financial Advisors
California
$156K
PA
87
Parallel Advisors
California
$151K -$51.4K -4,708 -25%
KW
88
KWB Wealth
California
$139K +$2.71K +248 +2%
PIA
89
Perennial Investment Advisors
California
$137K -$50.2K -4,600 -27%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$133K +$130K +11,946 +4,666%
MWM
91
Melfa Wealth Management
Massachusetts
$131K
OWA
92
Octavia Wealth Advisors
Ohio
$129K +$129K +11,750 New
AWM
93
Axxcess Wealth Management
California
$128K
RTC
94
Riverview Trust Company
Washington
$116K
H
95
HoyleCohen
California
$115K -$12.6K -1,156 -10%
EE
96
EWG Elevate
California
$112K +$112K +10,218 New
RI
97
Rinkey Investments
California
$109K
AF
98
Allworth Financial
California
$73.6K +$426 +39 +0.6%
WP
99
WealthPLAN Partners
Nebraska
$54.6K -$66.6K -6,100 -55%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$22K