NAC Institutional Ownership
Nuveen California Quality Municipal Income Fund
1W: +1.5%
1M: -1.0%
3M: -13.7%
YTD: -13.1%
1Y: -13.0%
3Y: +25.9%
5Y: -14.9%
$10.16
+0.11 (+1.09%)
Weekly Expected Move ±3.2%
$9
$10
$10
$10
$11
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NAC
148
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$315M
Total Invested
21
New Positions
56
Increased
37
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (159 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,934,080 | $70M | +935,969 | +15.6% | 60Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 3,486,662 | $35M | +50,986 | +1.5% | 62Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 2,055,441 | $21M | +250,667 | +13.9% | 101Q | SEC ↗ |
| 4 | Advisors Asset Management, Inc. | 1,877,055 | $19M | +227,281 | +13.8% | 55Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 1,236,961 | $13M | +14,000 | +1.1% | 27Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 1,150,444 | $12M | +217,682 | +23.3% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 906,262 | $9M | -88,815 | -8.9% | 47Q | SEC ↗ |
| 8 | LPL Financial LLC | 611,995 | $6M | +27,910 | +4.8% | 61Q | SEC ↗ |
| 9 | Hennion & Walsh Asset Management, Inc. | 518,286 | $5M | +76,673 | +17.4% | 22Q | SEC ↗ |
| 10 | Ignite Planners, LLC | 476,800 | $5M | +117,743 | +32.8% | 18Q | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 475,879 | $5M | — | +0.0% | 26Q | SEC ↗ |
| 12 | LM Advisors LLC | 334,729 | $3M | +330,877 | +8589.7% | 2Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 261,691 | $3M | +20,034 | +8.3% | 16Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 257,109 | $3M | +8,452 | +3.4% | 9Q | SEC ↗ |
| 15 | Private Advisor Group, LLC NEW | 237,265 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 219,110 | $2M | +39,127 | +21.7% | 7Q | SEC ↗ |
| 17 | WHITTIER TRUST CO | 211,287 | $2M | +50 | +0.0% | 51Q | SEC ↗ |
| 18 | PFG Investments, LLC | 199,004 | $2M | +672 | +0.3% | 10Q | SEC ↗ |
| 19 | Southland Equity Partners LLC | 184,440 | $2M | +5,000 | +2.8% | 15Q | SEC ↗ |
| 20 | OneDigital Investment Advisors LLC | 177,723 | $2M | +6,835 | +4.0% | 29Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 171,666 | $2M | -8,109 | -4.5% | 64Q | SEC ↗ |
| 22 | Quantinno Capital Management LP | 161,512 | $2M | +125,914 | +353.7% | 3Q | SEC ↗ |
| 23 | DKM Wealth Management, Inc. | 142,401 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 138,030 | $1M | -3,687 | -2.6% | 35Q | SEC ↗ |
| 25 | MAI Capital Management | 117,564 | $1M | +78,664 | +202.2% | 7Q | SEC ↗ |
| 26 | Allworth Financial LP | 117,152 | $1M | +3,523 | +3.1% | 36Q | SEC ↗ |
| 27 | WEDBUSH SECURITIES INC | 114,662 | $1M | -8,557 | -6.9% | 48Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 111,115 | $1M | +12,638 | +12.8% | 26Q | SEC ↗ |
| 29 | D.A. DAVIDSON & CO. | 102,507 | $1M | -2,785 | -2.6% | 51Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC | 102,286 | $1M | +63,660 | +164.8% | 2Q | SEC ↗ |
| 31 | Integrity Wealth Partners, LLC NEW | 95,930 | $975K | — | +0.0% | 1Q | SEC ↗ |
| 32 | SUMMITRY LLC NEW | 95,654 | $972K | — | +0.0% | 1Q | SEC ↗ |
| 33 | New Insight Wealth Advisors | 94,160 | $957K | -5,575 | -5.6% | 11Q | SEC ↗ |
| 34 | Mutual Advisors, LLC | 82,206 | $835K | +11,215 | +15.8% | 35Q | SEC ↗ |
| 35 | Cascade Financial Partners, LLC NEW | 79,954 | $812K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 79,905 | $812K | +62,537 | +360.1% | 5Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 79,128 | $804K | +7,835 | +11.0% | 8Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 77,989 | $792K | +265 | +0.3% | 49Q | SEC ↗ |
| 39 | Creative Planning | 75,676 | $769K | -9,385 | -11.0% | 7Q | SEC ↗ |
| 40 | Rareview Capital LLC | 66,339 | $674K | +58 | +0.1% | 11Q | SEC ↗ |
| 41 | Oder Investment Management, LLC | 63,137 | $641K | +80 | +0.1% | 23Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 59,626 | $606K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 57,990 | $589K | +638 | +1.1% | 3Q | SEC ↗ |
| 44 | Atala Financial Inc | 57,385 | $583K | -6,000 | -9.5% | 7Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 52,745 | $536K | -176,926 | -77.0% | 6Q | SEC ↗ |
| 46 | Requisite Capital Management, LLC NEW | 52,058 | $529K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Mariner, LLC | 51,889 | $527K | -479,980 | -90.2% | 15Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 50,468 | $513K | -1 | -0.0% | 2Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 49,951 | $508K | +1,164 | +2.4% | 33Q | SEC ↗ |
| 50 | MELFA WEALTH MANAGEMENT, INC. | 49,816 | $506K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 237,265 | $2M |
| Integrity Wealth Partners, LLC | 95,930 | $975K |
| SUMMITRY LLC | 95,654 | $972K |
| Cascade Financial Partners, LLC | 79,954 | $812K |
| Requisite Capital Management, LLC | 52,058 | $529K |
| Mirador Capital Partners LP | 32,175 | $327K |
| VAQUERO PRIVATE WEALTH, LTD | 23,033 | $234K |
| J.W. COLE ADVISORS, INC. | 21,541 | $219K |
| ODonnell Financial Services, LLC | 20,285 | $206K |
| Brookwood Investment Group LLC | 19,750 | $201K |
| Pasadena Private Wealth, LLC | 15,441 | $157K |
| BOOTHBAY FUND MANAGEMENT, LLC | 15,068 | $153K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13,506 | $137K |
| Savvy Advisors, Inc. | 11,659 | $118K |
| GREAT VALLEY ADVISOR GROUP, INC. | 11,194 | $114K |
| Focus Partners Wealth | 10,465 | $106K |
| Equitable Holdings, Inc. | 10,095 | $103K |
| Regatta Research & Money Management | 4,063 | $41K |
| Global Retirement Partners, LLC | 3,685 | $37K |
| Arax Advisory Partners | 3,400 | $35K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 256,039 | $3M |
| DAVIDSON TRUST CO | 148,098 | $2M |
| IEQ CAPITAL, LLC | 64,754 | $658K |
| Prospera Financial Services Inc | 64,500 | $655K |
| Ascentis Independent Advisors | 62,311 | $633K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52,725 | $536K |
| ProCore Advisors, LLC | 33,480 | $340K |
| Ducere Wealth Management LLC | 22,977 | $233K |
| EVOLVE PRIVATE WEALTH, LLC | 16,940 | $172K |
| Marex Group plc | 16,600 | $169K |
| CAPTRUST FINANCIAL ADVISORS | 15,266 | $155K |
| EP Wealth Advisors, LLC | 10,167 | $103K |
| Arlington Financial Advisors, LLC | 10,023 | $102K |
| SANDERS MORRIS HARRIS LLC | 10,000 | $102K |
| SageView Advisory Group, LLC | 2,781 | $28K |
| Caitlin John, LLC | 800 | $8K |
| WFA of San Diego, LLC | 590 | $6K |
| FIFTH THIRD BANCORP | 47 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +935,969 | +15.6% | 6,934,080 |
| LM Advisors LLC | +330,877 | +8589.7% | 334,729 |
| WELLS FARGO & COMPANY/MN | +250,667 | +13.9% | 2,055,441 |
| Advisors Asset Management, Inc. | +227,281 | +13.8% | 1,877,055 |
| BANK OF AMERICA CORP /DE | +217,682 | +23.3% | 1,150,444 |
| Quantinno Capital Management LP | +125,914 | +353.7% | 161,512 |
| Ignite Planners, LLC | +117,743 | +32.8% | 476,800 |
| MAI Capital Management | +78,664 | +202.2% | 117,564 |
| Hennion & Walsh Asset Management, I | +76,673 | +17.4% | 518,286 |
| Integrated Wealth Concepts LLC | +63,660 | +164.8% | 102,286 |
| Cambridge Investment Research Advis | +62,537 | +360.1% | 79,905 |
| GUGGENHEIM CAPITAL LLC | +50,986 | +1.5% | 3,486,662 |
| RAYMOND JAMES FINANCIAL INC | +39,127 | +21.7% | 219,110 |
| LPL Financial LLC | +27,910 | +4.8% | 611,995 |
| AMERIPRISE FINANCIAL INC | +20,034 | +8.3% | 261,691 |
| Rockefeller Capital Management L.P. | +14,000 | +1.1% | 1,236,961 |
| OSAIC HOLDINGS, INC. | +12,638 | +12.8% | 111,115 |
| Mutual Advisors, LLC | +11,215 | +15.8% | 82,206 |
| Avestar Capital, LLC | +10,000 | +90.9% | 21,000 |
| Sanctuary Advisors, LLC | +8,452 | +3.4% | 257,109 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -479,980 | -90.2% | 51,889 |
| JANE STREET GROUP, LLC | -176,926 | -77.0% | 52,745 |
| UBS Group AG | -88,815 | -8.9% | 906,262 |
| Cerity Partners LLC | -38,294 | -67.9% | 18,128 |
| MERCER GLOBAL ADVISORS INC /ADV | -23,588 | -89.0% | 2,901 |
| Virtu Financial LLC | -21,571 | -45.7% | 25,596 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,058 | -51.5% | 16,045 |
| Pacific Wealth Strategies Group, In | -13,449 | -23.2% | 44,466 |
| MKT Advisors LLC | -10,483 | -45.8% | 12,418 |
| Parallel Advisors, LLC | -9,419 | -68.1% | 4,412 |
| Creative Planning | -9,385 | -11.0% | 75,676 |
| WEDBUSH SECURITIES INC | -8,557 | -6.9% | 114,662 |
| ROYAL BANK OF CANADA | -8,109 | -4.5% | 171,666 |
| TWO SIGMA SECURITIES, LLC | -8,012 | -33.7% | 15,731 |
| HOLLENCREST CAPITAL MANAGEMENT | -6,140 | -12.4% | 43,423 |
| Atala Financial Inc | -6,000 | -9.5% | 57,385 |
| New Insight Wealth Advisors | -5,575 | -5.6% | 94,160 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,687 | -2.6% | 138,030 |
| Pure Financial Advisors, LLC | -3,002 | -16.5% | 15,193 |
| D.A. DAVIDSON & CO. | -2,785 | -2.6% | 102,507 |