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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 %
BAG
76
Bridgewealth Advisory Group
California
$241K +$241K +20,243 New
FAT
77
First American Trust
California
$226K – – –
RCM
78
RB Capital Management
Nevada
$222K +$3.41K +287 +2%
PFA
79
Pure Financial Advisors
California
$216K +$2.63K +221 +1%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$215K +$215K +18,058 New
NIWA
81
New Insight Wealth Advisors
California
$215K – – –
EWA
82
EP Wealth Advisors
California
$209K +$27.9K +2,344 +15%
NW
83
NewEdge Wealth
Pennsylvania
$208K +$208K +17,500 New
IC
84
IEQ Capital
California
$200K +$2.94K +247 +1%
Osaic Holdings
85
Osaic Holdings
Arizona
$194K -$505K -42,489 -72%
PWM
86
Perigon Wealth Management
California
$180K – – –
WWM
87
Western Wealth Management
Colorado
$179K – – –
CIA
88
Choate Investment Advisors
Massachusetts
$178K – – –
WCG
89
Weaver Consulting Group
California
$178K – – –
GIM
90
Grassi Investment Management
California
$178K – – –
CA
91
Clearstead Advisors
Ohio
$177K +$177K +14,857 New
ACI
92
Alpha Cubed Investments
California
$171K – – –
PA
93
Parallel Advisors
California
$164K – – –
PIA
94
Perennial Investment Advisors
California
$131K +$238 +20 +0.2%
MFIM
95
Mesirow Financial Investment Management
Illinois
$130K +$2.44K +205 +2%
FA
96
Fermata Advisors
California
$130K – – –
CW
97
CreativeOne Wealth
Kansas
$128K +$128K +10,804 New
RTC
98
Riverview Trust Company
Washington
$126K – – –
SA
99
Strategic Advocates
Utah
$124K – – –
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$120K -$23.8K -1,999 -16%
2 3
4
5 6