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 | 05/15/2026 | 6.00 M | $69.88 M | 16.75% | 4.12% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 3.44 M | $40.03 M | 16.91% | 2.36% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.80 M | $21.03 M | -9.53% | 1.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.65 M | $19.22 M | 22.25% | 1.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.22 M | $14.25 M | 2.73% | 0.84% |
| UBS GROUP AG | 05/05/2026 | 995.08 K | $11.59 M | -10.71% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 932.76 K | $10.87 M | 11.73% | 0.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 584.09 K | $6.80 M | 4.31% | 0.40% |
| MARINER, LLC | 05/13/2026 | 531.87 K | $6.20 M | -2.25% | 0.37% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 475.88 K | $5.54 M | 0.00% | 0.33% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 441.61 K | $5.14 M | 7.04% | 0.30% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 359.06 K | $4.18 M | 0.48% | 0.25% |
| EVOKE WEALTH, LLC | 05/15/2026 | 256.04 K | $3.00 M | 0.93% | 0.18% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 248.66 K | $2.90 M | 2.93% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 241.66 K | $2.82 M | 0.01% | 0.17% |
| JANE STREET GROUP, LLC | 05/12/2026 | 229.67 K | $2.68 M | -44.48% | 0.16% |
| WHITTIER TRUST CO | 04/28/2026 | 211.24 K | $2.44 M | 5.45% | 0.15% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 198.33 K | $2.31 M | 5.00% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 179.98 K | $2.10 M | 9.44% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 179.78 K | $2.10 M | -3.33% | 0.12% |
| SOUTHLAND EQUITY PARTNERS LLC | 04/14/2026 | 179.44 K | $2.09 M | -12.93% | 0.12% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 170.89 K | $1.99 M | 2.83% | 0.12% |
| DKM WEALTH MANAGEMENT, INC. | 04/10/2026 | 142.40 K | $1.66 M | 0.00% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 141.72 K | $1.65 M | 113.95% | 0.10% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 123.22 K | $1.44 M | 26.24% | 0.08% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 113.63 K | $1.32 M | 0.49% | 0.08% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 105.29 K | $1.23 M | -15.90% | 0.07% |
| NEW INSIGHT WEALTH ADVISORS | 05/08/2026 | 99.74 K | $1.16 M | 42.92% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 98.48 K | $1.15 M | 21.37% | 0.07% |
| 04/27/2026 | 95.93 K | $1.12 M | 100.00% | 0.07% | |
| CREATIVE PLANNING | 05/12/2026 | 85.06 K | $990.96 K | 1.64% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 77.72 K | $905.49 K | -7.57% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 71.29 K | $830.57 K | 7.32% | 0.05% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 70.99 K | $827.05 K | 4.82% | 0.05% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 66.28 K | $740.36 K | 0.06% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 64.50 K | $751.43 K | 1.57% | 0.04% |
| ATALA FINANCIAL INC | 04/10/2026 | 63.39 K | $738.75 K | -2.76% | 0.04% |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 63.06 K | $734.61 K | 1.97% | 0.04% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 62.31 K | $725.92 K | 100.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 59.63 K | $694.64 K | 0.00% | 0.04% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 05/07/2026 | 57.92 K | $674.71 K | 0.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 57.35 K | $668.15 K | 1,571.58% | 0.04% |
| CERITY PARTNERS LLC | 05/15/2026 | 56.42 K | $657.60 K | 16.24% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 50.47 K | $587.96 K | 100.00% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 49.82 K | $580.35 K | 0.00% | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 49.56 K | $577.41 K | 0.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 48.79 K | $568.37 K | -20.10% | 0.03% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 48.25 K | $562.07 K | 27.70% | 0.03% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 47.17 K | $549.00 K | -13.37% | 0.03% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 46.00 K | $535.90 K | 0.00% | 0.03% |
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Nuveen California Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 184 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 6 M
GUGGENHEIM CAPITAL LLC: 3.44 M
WELLS FARGO & COMPANY/MN: 1.8 M
Advisors Asset Management, Inc.: 1.65 M
Rockefeller Capital Management L.P.: 1.22 M
UBS Group AG: 995,077
16.52% of Nuveen California Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.72 M shares in the last 24 months. This purchase volume represents approximately $317.96 M in transactions.