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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

117 hedge funds and large institutions have $222M invested in Nuveen California Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
40
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.32M
2
Morgan Stanley
Morgan Stanley
New York
+$1.49M
3
Wells Fargo
Wells Fargo
California
+$1.46M
4
AAM
Advisors Asset Management
Colorado
+$1.09M
5
LPL Financial
LPL Financial
California
+$800K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$15.5M
2
RCM
Robinson Capital Management
Michigan
-$7.32M
3
KIM
Karpus Investment Management
New York
-$6.65M
4
UBS Group
UBS Group
Switzerland
-$3.46M
5
SIA
Sit Investment Associates
Minnesota
-$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$112K – – –
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$112K – – –
MCM
103
MAI Capital Management
Ohio
$99.4K – – –
US Bancorp
104
US Bancorp
Minnesota
$49.1K – – –
GRP
105
Global Retirement Partners
California
$41.2K +$41.2K +3,685 New
WTC
106
WhitTier Trust Company
Nevada
$39.7K – – –
NFSG
107
Newbridge Financial Services Group
Florida
$22.3K +$22.3K +2,000 New
FIA
108
FNY Investment Advisers
New York
$22K – – –
AG
109
AmeriFlex Group
Nevada
$15.6K – – –
RIL
110
Rothschild Investment LLC
Illinois
$14.6K +$290 +26 +2%
SAM
111
Smartleaf Asset Management
Massachusetts
$13.8K +$13.8K +1,240 New
SWA
112
SOA Wealth Advisors
New York
$10.6K +$201 +18 +2%
IA
113
IFP Advisors
Florida
$9.77K +$190 +17 +2%
BL
114
BFSG LLC
California
$6.7K +$1.12K +100 +20%
WOSD
115
WFA of San Diego
California
$5.03K +$5.03K +450 New
BIA
116
Bell Investment Advisors
California
$1.26K +$1.26K +113 New
Comerica Bank
117
Comerica Bank
Texas
$525 -$58.5K -5,236 -99%
RCM
118
Rivernorth Capital Management
Florida
– -$15.5M -1,379,388 Closed
KIM
119
Karpus Investment Management
New York
– -$6.65M -591,389 Closed
Fisher Asset Management
120
Fisher Asset Management
Washington
– -$686K -61,029 Closed
DWM
121
Dakota Wealth Management
Florida
– -$642K -57,149 Closed
AWS
122
Atria Wealth Solutions
New York
– -$544K -48,108 Closed
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
– -$240K -21,383 Closed
NBWM
124
North Berkeley Wealth Management
California
– -$114K -10,161 Closed
SMH
125
Sanders Morris Harris
Texas
– -$113K -10,000 Closed
2 3 4
5
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