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 | 08/13/2026 | 6.93 M | $84.04 M | 15.60% | 4.76% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 3.49 M | $42.26 M | 1.48% | 2.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.06 M | $24.91 M | 13.89% | 1.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.88 M | $22.75 M | 13.78% | 1.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.24 M | $14.99 M | 1.14% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.15 M | $13.94 M | 23.34% | 0.79% |
| UBS GROUP AG | 08/13/2026 | 906.26 K | $10.98 M | -8.93% | 0.62% |
| LPL FINANCIAL LLC | 08/07/2026 | 612.00 K | $7.42 M | 4.78% | 0.42% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 518.29 K | $6.28 M | 17.36% | 0.36% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 476.80 K | $5.78 M | 32.79% | 0.33% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 475.88 K | $5.77 M | 0.00% | 0.33% |
| LM ADVISORS LLC | 08/12/2026 | 334.73 K | $4.06 M | 100.00% | 0.23% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 261.69 K | $3.17 M | 8.29% | 0.18% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 257.11 K | $3.12 M | 3.40% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 237.27 K | $2.88 M | 100.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 219.11 K | $2.66 M | 21.74% | 0.15% |
| WHITTIER TRUST CO | 07/28/2026 | 211.29 K | $2.56 M | 0.02% | 0.15% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 199.00 K | $2.41 M | 0.34% | 0.14% |
| SOUTHLAND EQUITY PARTNERS LLC | 07/13/2026 | 184.44 K | $2.24 M | 2.79% | 0.13% |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 08/07/2026 | 177.72 K | $2.15 M | 4.00% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 171.67 K | $2.08 M | -4.51% | 0.12% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 161.51 K | $1.96 M | 353.71% | 0.11% |
| DKM WEALTH MANAGEMENT, INC. | 07/30/2026 | 142.40 K | $1.73 M | 0.00% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 138.03 K | $1.67 M | -2.60% | 0.09% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 117.56 K | $1.43 M | 202.22% | 0.08% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 117.15 K | $1.42 M | 3.10% | 0.08% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 114.66 K | $1.39 M | -6.94% | 0.08% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 111.12 K | $1.35 M | 12.83% | 0.08% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 102.51 K | $1.24 M | -2.65% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 102.29 K | $1.24 M | 164.81% | 0.07% |
| SUMMITRY LLC | 07/21/2026 | 95.65 K | $1.16 M | 100.00% | 0.07% |
| NEW INSIGHT WEALTH ADVISORS | 07/28/2026 | 94.16 K | $1.14 M | -5.59% | 0.06% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 82.21 K | $996.34 K | 15.80% | 0.06% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 79.95 K | $969.04 K | 100.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 79.91 K | $968.00 K | 360.07% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 79.13 K | $959.03 K | 10.99% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 77.99 K | $945.22 K | 0.34% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 75.68 K | $917.19 K | -11.03% | 0.05% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 66.34 K | $741.01 K | 0.09% | 0.05% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 63.14 K | $765.23 K | 0.13% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 59.63 K | $722.67 K | 0.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 57.99 K | $702.84 K | 1.11% | 0.04% |
| ATALA FINANCIAL INC | 07/23/2026 | 57.39 K | $695.51 K | -9.47% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 52.75 K | $639.27 K | -77.03% | 0.04% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 52.06 K | $634.56 K | 100.00% | 0.04% |
| MARINER, LLC | 08/13/2026 | 51.89 K | $628.90 K | -90.24% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 50.47 K | $611.67 K | 0.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 49.95 K | $605.41 K | 2.39% | 0.03% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 49.82 K | $603.77 K | 0.00% | 0.03% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 08/05/2026 | 48.33 K | $585.72 K | 0.17% | 0.03% |
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Nuveen California Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Nuveen California Quality Municipal Income Fund. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 139,262
Prospera Financial Services Inc: 98,703
D.A. DAVIDSON & CO.: 88,328
Creative Planning: 78,401
Cambridge Investment Research Advisors, Inc.: 72,906
Kestra Advisory Services, LLC: 65,188
17.86% of Nuveen California Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.24 M shares in the last 24 months. This purchase volume represents approximately $324.10 M in transactions.