Nuveen California Quality Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 3.76 M | $43.25 M | 10.41% | 2.60% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 2.29 M | $26.28 M | 26.24% | 1.58% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.38 M | $15.87 M | 7.06% | 0.95% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 1.19 M | $13.68 M | 3.39% | 0.82% |
| UBS GROUP AG | 11/13/2025 | 1.17 M | $13.47 M | -25.58% | 0.81% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 879.61 K | $10.12 M | 18.63% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 735.48 K | $8.46 M | 48.70% | 0.51% |
| MARINER, LLC | 11/14/2025 | 551.25 K | $6.34 M | -0.02% | 0.38% |
| MACKAY SHIELDS LLC | 10/27/2025 | 511.34 K | $5.88 M | -76.23% | 0.35% |
| LPL FINANCIAL LLC | 11/12/2025 | 506.86 K | $5.83 M | 16.78% | 0.35% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 475.88 K | $5.47 M | 0.00% | 0.33% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 377.59 K | $4.34 M | 8.58% | 0.26% |
| IGNITE PLANNERS, LLC | 10/08/2025 | 330.11 K | $3.80 M | 2.08% | 0.23% |
| LM ADVISORS LLC | 11/13/2025 | 320.01 K | $3.68 M | 0.00% | 0.22% |
| EVOKE WEALTH, LLC | 11/14/2025 | 249.84 K | $2.89 M | 0.01% | 0.17% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 230.80 K | $2.65 M | 8.83% | 0.16% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 188.02 K | $2.16 M | -1.63% | 0.13% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 161.25 K | $1.85 M | 36.48% | 0.11% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 156.72 K | $1.80 M | 11.89% | 0.11% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 156.38 K | $1.80 M | 0.55% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 155.41 K | $1.79 M | 22.18% | 0.11% |
| SOUTHLAND EQUITY PARTNERS LLC | 10/15/2025 | 153.04 K | $1.76 M | 12.91% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 152.32 K | $1.75 M | 2.70% | 0.11% |
| DAVIDSON TRUST CO | 10/20/2025 | 148.10 K | $1.70 M | 0.00% | 0.10% |
| DKM WEALTH MANAGEMENT, INC. | 10/10/2025 | 142.40 K | $1.64 M | 0.00% | 0.10% |
| REGATTA CAPITAL GROUP, LLC | 10/17/2025 | 126.52 K | $1.45 M | -12.52% | 0.09% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 123.28 K | $1.42 M | 24.05% | 0.09% |
| ATALA FINANCIAL INC | 11/04/2025 | 104.06 K | $1.20 M | -4.48% | 0.07% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 92.37 K | $1.06 M | 7.01% | 0.06% |
| WHITTIER TRUST CO | 10/31/2025 | 91.31 K | $1.05 M | -2.68% | 0.06% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 84.22 K | $968.55 K | 11.37% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 77.99 K | $881.90 K | 4.98% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 75.31 K | $866.01 K | 47.96% | 0.05% |
| CREATIVE PLANNING | 11/14/2025 | 73.91 K | $849.94 K | 286.39% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 67.43 K | $775.00 K | -5.02% | 0.05% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 66.17 K | $739.08 K | 0.09% | 0.05% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 66.12 K | $760.40 K | -38.01% | 0.05% |
| MUTUAL ADVISORS, LLC | 11/04/2025 | 64.37 K | $761.44 K | 2.25% | 0.04% |
| IEQ CAPITAL, LLC | 11/14/2025 | 63.92 K | $735.04 K | 383.66% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 62.46 K | $718.33 K | 19.41% | 0.04% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 11/05/2025 | 61.31 K | $705.07 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 59.63 K | $685.70 K | -19.38% | 0.04% |
| ODER INVESTMENT MANAGEMENT, LLC | 11/10/2025 | 58.16 K | $668.81 K | 2.28% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 55.70 K | $640.55 K | 100.00% | 0.04% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 11/13/2025 | 55.25 K | $635.38 K | 6.35% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 52.56 K | $604.39 K | 8.39% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 51.79 K | $595.54 K | 1.43% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 51.13 K | $588.03 K | -7.14% | 0.04% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 50.81 K | $584.28 K | -22.26% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 49.82 K | $572.88 K | 0.00% | 0.03% |
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Nuveen California Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 412,560
Southland Equity Partners LLC: 206,090
DAVIDSON TRUST CO: 148,098
Rareview Capital LLC: 66,243
MELFA WEALTH MANAGEMENT, LLC: 49,816
Cooper Financial Group: 42,152
13.39% of Nuveen California Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.20 M shares in the last 24 months. This purchase volume represents approximately $215.72 M in transactions.