— Know what they know.
Not Investment Advice

NAC Smart Money

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
NYSE · Financial Services · Asset Management - Income · Tech Score Neutral · Power 40 · $1.6B mcap · 156M float · 0.546% daily turnover · Short 33% of daily vol
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.

🏦 Institutional Activity

Latest: Q2 2026
148
Institutions Holding
+9 vs prior
19.9%
Ownership
-5.46%
21 New
56 Increased
37 Reduced
9 Closed

👔 Insider Trades

3 records
Date Name Title Type Shares Price Value Filing
2025-12-17 JPMorgan Chase Bank, N.A. 10% owner J-Other 240 $— $0 Filing
2025-07-28 WELLS FARGO & COMPANY/MN 10% owner J-Other 180 $— $0 Filing
2025-07-28 Wells Fargo Municipal Capital Strategies, LLC 10% owner J-Other 180 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
MORGAN STANLEY 6,934,080 $84M +935,969 2026-06-30 Filing
GUGGENHEIM CAPITAL LLC 3,486,662 $42M +50,986 2026-06-30 Filing
WELLS FARGO & COMPANY/MN 2,055,441 $25M +250,667 2026-06-30 Filing
Advisors Asset Management, Inc. 1,877,055 $23M +227,281 2026-06-30 Filing
Rockefeller Capital Management L.P. 1,236,961 $15M +14,000 2026-06-30 Filing
BANK OF AMERICA CORP /DE 1,150,444 $14M +217,682 2026-06-30 Filing
UBS Group AG 906,262 $11M -88,815 2026-06-30 Filing
LPL Financial LLC 611,995 $7M +27,910 2026-06-30 Filing
Hennion & Walsh Asset Management, Inc. 518,286 $6M +76,673 2026-06-30 Filing
Ignite Planners, LLC 476,800 $6M +117,743 2026-06-30 Filing
Allianz Asset Management GmbH 475,879 $6M — 2026-06-30 Filing
LM Advisors LLC 334,729 $4M +330,877 2026-06-30 Filing
AMERIPRISE FINANCIAL INC 261,691 $3M +20,034 2026-06-30 Filing
Sanctuary Advisors, LLC 257,109 $3M +8,452 2026-06-30 Filing
Private Advisor Group, LLC 237,265 $3M +237,265 2026-06-30 Filing
RAYMOND JAMES FINANCIAL INC 219,110 $3M +39,127 2026-06-30 Filing
WHITTIER TRUST CO 211,287 $3M +50 2026-06-30 Filing
PFG Investments, LLC 199,004 $2M +672 2026-06-30 Filing
Southland Equity Partners LLC 184,440 $2M +5,000 2026-06-30 Filing
OneDigital Investment Advisors LLC 177,723 $2M +6,835 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms