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Nuveen California Quality Municipal Income Fund

122 hedge funds and large institutions have $448M invested in Nuveen California Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
41
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
76
Weaver Consulting Group
California
$205K +$22.2K +2,000 +12%
PFA
77
Pure Financial Advisors
California
$197K +$33.9K +3,056 +21%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$196K +$25.5K +2,303 +15%
TJHA
79
Thomas J. Herzfeld Advisors
Florida
$191K +$191K +17,210 New
WTC
80
WhitTier Trust Company
Nevada
$187K -$129K -11,589 -41%
PWM
81
Perigon Wealth Management
California
$183K
IC
82
IEQ Capital
California
$181K +$181K +16,318 New
MWM
83
Melfa Wealth Management
Massachusetts
$180K +$47.3K +4,267 +36%
EWA
84
EP Wealth Advisors
California
$178K +$22.4K +2,024 +14%
NL
85
NWAM LLC
Washington
$173K +$173K +15,630 New
WWM
86
Western Wealth Management
Colorado
$167K
GIM
87
Grassi Investment Management
California
$166K
BF
88
BOK Financial
Oklahoma
$161K
ACI
89
Alpha Cubed Investments
California
$159K
OC
90
Oppenheimer & Co
New York
$159K +$159K +14,338 New
TC
91
Truvestments Capital
Florida
$157K +$157K +14,191 New
PA
92
Parallel Advisors
California
$153K
Nomura Holdings
93
Nomura Holdings
Japan
$140K +$140K +12,625 New
H
94
HoyleCohen
California
$136K -$13.4K -1,210 -9%
KWA
95
Kingswood Wealth Advisors
California
$134K +$134K +12,118 New
WIA
96
World Investment Advisors
California
$133K
AWM
97
Axxcess Wealth Management
California
$131K +$366 +33 +0.3%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$123K +$123K +11,061 New
PIA
99
Perennial Investment Advisors
California
$122K -$16.6K -1,500 -12%
FA
100
Fermata Advisors
California
$121K