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Nuveen California Quality Municipal Income Fund hedge fund holdings

NACNYSE
$10.23-0.04 (-0.39%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

NAC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253633$28.3M$38.9M115Aug 14, 2025
Q3 20253824$23.5M$43.6M111Nov 14, 2025
Q4 20253728$51.1M$17.9M121Feb 14, 2026
Q1 20263928$29.3M$11.9M124May 15, 2026
Q2 20263928$41.5M$16.1M132Aug 14, 2026

Quarterly action breakdown

Q2 2026
132 filers
New position
15
$7.58M+625K sh
Increased
24
$33.9M+2.8M sh
Reduced
20
-$11.2M-923K sh
Out / sold
8
-$4.94M-408K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
LM Advisors LLCAdded 8589.75%+$4.01M$4.06M0.47%Aug 12, 2026
Evoke Wealth, LLCSell 100%-$3M$00.00%Aug 10, 2026
Quantinno Capital Management LPAdded 353.71%+$1.53M$1.96M0.00%Aug 13, 2026
Ignite Planners, LLCAdded 32.79%+$1.43M$5.78M0.79%Jul 23, 2026
Summitry LLCNew Buy+$1.16M$1.16M0.04%Jul 21, 2026
Cascade Financial Partners, LLCNew Buy+$969K$969K0.08%Aug 4, 2026
Hennion & Walsh Asset Management, Inc.Added 17.36%+$929K$6.28M0.18%Jul 8, 2026
Prospera Financial Services IncSell 100%-$751K$00.00%Jul 15, 2026
Requisite Capital Management, LLCNew Buy+$635K$635K0.10%Aug 7, 2026
Guggenheim Capital LLCAdded 1.48%+$618K$42.3M0.27%Aug 12, 2026
Mirador Capital Partners LPNew Buy+$390K$390K0.05%Jul 7, 2026
Ducere Wealth Management LLCSell 100%-$268K$00.00%Jul 28, 2026
ODonnell Financial Services, LLCNew Buy+$246K$246K0.07%Aug 12, 2026
Brookwood Investment Group LLCNew Buy+$239K$239K0.03%Jul 23, 2026
Evolve Private Wealth, LLCSell 100%-$197K$00.00%Aug 12, 2026
Pasadena Private Wealth, LLCNew Buy+$187K$187K0.02%Aug 11, 2026
Independent Financial Group, LLCNew Buy+$164K$164K0.00%Jul 15, 2026
Pacific Wealth Strategies Group, Inc.Reduce 23.22%-$163K$539K0.31%Jul 17, 2026
Savvy Advisors, Inc.New Buy+$141K$141K0.00%Aug 3, 2026
Mutual Advisors, LLCAdded 15.80%+$136K$996K0.02%Aug 14, 2026
Great Valley Advisor Group, Inc.New Buy+$136K$136K0.00%Aug 10, 2026
MKT Advisors LLCReduce 45.78%-$127K$150K0.05%Jul 9, 2026
Avestar Capital, LLCAdded 90.91%+$122K$256K0.01%Jul 29, 2026
Sanders Morris Harris LLCSell 100%-$117K$00.00%Jul 7, 2026
Wedbush Securities IncReduce 6.94%-$104K$1.39M0.04%Jul 28, 2026
Hollencrest Capital ManagementReduce 12.39%-$74.4K$526K0.03%Aug 13, 2026
Atala Financial IncReduce 9.47%-$72.7K$696K0.42%Jul 23, 2026
New Insight Wealth AdvisorsReduce 5.59%-$67.6K$1.14M0.34%Jul 28, 2026
Southland Equity Partners LLCAdded 2.79%+$60.6K$2.24M0.39%Jul 13, 2026
Pure Financial Advisors, LLCReduce 16.50%-$36.4K$184K0.00%Aug 17, 2026
Oppenheimer & Co IncAdded 7.76%+$35.4K$491K0.01%Aug 3, 2026
D.A. Davidson & Co.Reduce 2.65%-$33.8K$1.24M0.01%Jul 24, 2026
Core Wealth Partners LLCReduce 7.91%-$30.9K$360K0.15%Jul 17, 2026
RB Capital Management, LLCReduce 9.47%-$16.8K$161K0.03%Aug 18, 2026
Indivisible PartnersAdded 7.74%+$12.4K$173K0.01%Aug 4, 2026
Tortuga Wealth Management, IncAdded 4.46%+$12.4K$291K0.22%Jul 31, 2026
Apriem AdvisorsAdded 2.79%+$10.9K$401K0.03%Aug 14, 2026
Gerber Kawasaki Wealth & Investment ManagementAdded 2.47%+$10.5K$434K0.01%Aug 7, 2026
McGowan Group Asset Management, Inc.Added 4.63%+$10K$226K0.03%Aug 12, 2026
PFG Investments, LLCAdded 0.34%+$8.15K$2.41M0.09%Jul 23, 2026
LifeSteps Financial, Inc.New Buy+$7.88K$7.88K0.00%Jul 17, 2026
Closed-End Fund Advisors, Inc.Added 4.51%+$7.27K$168K0.16%Jul 27, 2026
Cooper Financial GroupAdded 1.33%+$6.96K$531K0.04%Jul 8, 2026
WFA of San Diego, LLCSell 100%-$6.87K$00.00%Aug 14, 2026
Highline Wealth Partners LLCReduce 66.67%-$6.06K$3.03K0.00%Jul 15, 2026
RHS Financial, LLCReduce 1.35%-$4.76K$349K0.14%Aug 7, 2026
Bartlett & Co. Wealth Management LLCAdded 0.86%+$4.27K$501K0.01%Jul 24, 2026
Western Wealth Management, LLCAdded 0.80%+$4.23K$532K0.02%Aug 14, 2026
Mesirow Financial Investment Management, Inc.Added 1.88%+$3.75K$203K0.00%Jul 22, 2026
Van Hulzen Asset Management, LLCReduce 0.75%-$3.68K$485K0.03%Aug 13, 2026
Bridgewealth Advisory Group, LLCAdded 0.49%+$2.15K$443K0.08%Jul 27, 2026
Mather Group, LLC.Added 7.93%+$1.38K$18.8K0.00%Jul 27, 2026
Eclectic Associates IncAdded 0.36%+$1.08K$299K0.03%Jul 7, 2026
Prime Capital Investment Advisors, LLCAdded 0.17%+$970$586K0.01%Aug 5, 2026
Oder Investment Management, LLCAdded 0.13%+$970$765K0.51%Aug 11, 2026
Rareview Capital LLCAdded 0.09%+$648$741K0.41%Jul 23, 2026
Whittier Trust CoAdded 0.02%+$606$2.56M0.03%Jul 28, 2026
Snowden Capital Advisors LLCAdded 0.02%+$61$245K0.01%Aug 13, 2026

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