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 | 02/13/2026 | 5.14 M | $60.67 M | 36.59% | 3.53% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 2.94 M | $34.71 M | 28.59% | 2.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.99 M | $23.56 M | 44.57% | 1.37% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.35 M | $15.94 M | 53.43% | 0.93% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 1.19 M | $14.06 M | 0.11% | 0.82% |
| UBS GROUP AG | 01/29/2026 | 1.11 M | $13.16 M | -4.83% | 0.76% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 834.86 K | $9.86 M | 13.51% | 0.57% |
| LPL FINANCIAL LLC | 02/11/2026 | 559.96 K | $6.61 M | 10.48% | 0.38% |
| MARINER, LLC | 02/13/2026 | 544.09 K | $6.43 M | -1.30% | 0.37% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 475.88 K | $5.62 M | 0.00% | 0.33% |
| JANE STREET GROUP, LLC | 02/12/2026 | 413.68 K | $4.89 M | 449.33% | 0.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 412.56 K | $4.87 M | 9.26% | 0.28% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 357.36 K | $4.27 M | 8.25% | 0.25% |
| EVOKE WEALTH, LLC | 02/06/2026 | 253.68 K | $3.00 M | 1.54% | 0.17% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 241.64 K | $2.85 M | 49.85% | 0.17% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 241.58 K | $2.85 M | 4.67% | 0.17% |
| SOUTHLAND EQUITY PARTNERS LLC | 01/14/2026 | 206.09 K | $2.43 M | 34.66% | 0.14% |
| WHITTIER TRUST CO | 01/26/2026 | 200.32 K | $2.38 M | 119.40% | 0.14% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 188.90 K | $2.23 M | 0.46% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 185.97 K | $2.20 M | 19.67% | 0.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 166.18 K | $1.96 M | 6.04% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 164.46 K | $1.94 M | 7.97% | 0.11% |
| DAVIDSON TRUST CO | 01/27/2026 | 148.10 K | $1.75 M | 0.00% | 0.10% |
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 142.40 K | $1.68 M | 0.00% | 0.10% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 125.20 K | $1.48 M | 1.56% | 0.09% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 113.08 K | $1.34 M | -27.69% | 0.08% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 97.61 K | $1.15 M | 5.67% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 84.09 K | $993.08 K | -0.16% | 0.06% |
| CREATIVE PLANNING | 02/17/2026 | 83.69 K | $988.37 K | 13.23% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 81.14 K | $958.24 K | 4.04% | 0.06% |
| NEW INSIGHT WEALTH ADVISORS | 02/17/2026 | 69.79 K | $824.16 K | 69.24% | 0.05% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 67.73 K | $799.88 K | 5.23% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 66.43 K | $784.53 K | 0.46% | 0.05% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 66.24 K | $739.93 K | 0.11% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 66.24 K | $782.27 K | -1.77% | 0.05% |
| ATALA FINANCIAL INC | 01/23/2026 | 65.19 K | $769.84 K | -37.36% | 0.04% |
| IEQ CAPITAL, LLC | 02/13/2026 | 64.75 K | $764.75 K | 1.31% | 0.04% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 63.50 K | $749.94 K | 81.43% | 0.04% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 61.84 K | $730.29 K | 6.32% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 61.06 K | $721.16 K | -2.24% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 59.63 K | $704.18 K | 0.00% | 0.04% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 02/09/2026 | 57.92 K | $683.98 K | -5.54% | 0.04% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 54.45 K | $643.00 K | 100.00% | 0.04% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 02/06/2026 | 53.25 K | $628.88 K | -3.62% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 52.73 K | $622.69 K | 1.81% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 49.82 K | $588.32 K | 0.00% | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 49.56 K | $585.34 K | -3.07% | 0.03% |
| CERITY PARTNERS LLC | 02/11/2026 | 48.54 K | $573.27 K | 0.00% | 0.03% |
| EVERETT HARRIS & CO /CA/ | 02/11/2026 | 46.00 K | $543.26 K | 0.00% | 0.03% |
| ORG PARTNERS LLC | 01/14/2026 | 44.22 K | $522.27 K | 100.00% | 0.03% |
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Nuveen California Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 187 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were:
UBS Group AG: 995,077
Ignite Planners, LLC: 359,057
Sanctuary Advisors, LLC: 248,657
WHITTIER TRUST CO: 211,237
PFG Investments, LLC: 198,332
Southland Equity Partners LLC: 179,440
15.46% of Nuveen California Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 25.58 M shares in the last 24 months. This purchase volume represents approximately $304.35 M in transactions.