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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

123 hedge funds and large institutions have $287M invested in Nuveen California Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
50
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.4M
2
RCM
Robinson Capital Management
Michigan
$9.2M
3
Bank of America
Bank of America
North Carolina
$5.27M
4
GC
Guggenheim Capital
Illinois
$17.6M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.5M

Top Sellers

1
SCM
Saba Capital Management
New York
$0
2
WA
Whitebox Advisors
Minnesota
$821K
3
KIM
Karpus Investment Management
New York
$31.2M
4
RCM
Rivernorth Capital Management
Florida
$27.2M
5
IAIM
International Assets Investment Management
Florida
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MKT Advisors
California
$258K – – –
FFA
77
Farther Finance Advisors
California
$246K -$5.01K -444 -2%
TIM
78
Tortoise Investment Management
New York
$240K -$79.3K -7,023 -25%
AAS
79
Ameritas Advisory Services
Nebraska
$239K -$21K -1,857 -8%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$228K +$228K +20,156 New
Nomura Holdings
81
Nomura Holdings
Japan
$226K +$226K +20,000 New
FAT
82
First American Trust
California
$215K – – –
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$212K +$8.48K +751 +4%
PFA
84
Pure Financial Advisors
California
$205K – – –
RCM
85
RB Capital Management
Nevada
$204K -$6.61K -585 -3%
IC
86
IEQ Capital
California
$194K +$3.83K +339 +2%
PWM
87
Perigon Wealth Management
California
$185K +$15.7K +1,400 +9%
EWA
88
EP Wealth Advisors
California
$184K -$14.4K -1,273 -7%
WWM
89
Western Wealth Management
Colorado
$170K – – –
CIA
90
Choate Investment Advisors
Massachusetts
$169K – – –
WCG
91
Weaver Consulting Group
California
$169K – – –
GIM
92
Grassi Investment Management
California
$169K – – –
BWMG
93
Barnes Wealth Management Group
California
$169K +$169K +14,953 New
PA
94
Parallel Advisors
California
$156K – – –
IP
95
Intellectus Partners
California
$152K +$152K +13,500 New
XT
96
XTX Topco
Cayman Islands
$140K -$204K -18,047 -59%
KAS
97
Kestra Advisory Services
Texas
$128K +$128K +11,321 New
MFIM
98
Mesirow Financial Investment Management
Illinois
$126K +$3.17K +281 +3%
FA
99
Fermata Advisors
California
$123K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$123K +$43.8K +3,882 +55%
2 3
4
5 6