NUVEEN CALIFORNIA AMT QLT MU XNCMX
COM · Closed-End Fund · CUSIP 670651108
57
institutional holders
6.2m
shares reported held*
$73.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.81.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2025-05-06 | 5.1% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $17.6m | — |
| UBS Group AG 0.01% of their portfolio | 751.9k $8.9m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 721.9k $8.5m | — |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 508.1k $6.0m | — |
| Hennion & Walsh Asset Management, Inc. 0.27% of their portfolio | 352.7k $4.2m | — |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 295.5k $3.5m | — |
| Leisure Capital Management 1.45% of their portfolio | 202.9k $2.4m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.10% of their portfolio | 199.8k $2.4m | — |
| Blue Zone Wealth Advisors, LLC 1.12% of their portfolio | 182.7k $2.2m | — |
| EVOKE WEALTH, LLC 0.07% of their portfolio | 146.9k $1.7m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 110.9k $1.3m | — |
| LPL Financial LLC 0.00% of their portfolio | 107.0k $1.3m | — |
| WEDBUSH SECURITIES INC 0.05% of their portfolio | 76.2k $900.0k | — |
| MKT Advisors LLC 0.76% of their portfolio | 74.5k $880.0k | — |
| Apriem Advisors 0.15% of their portfolio | 68.4k $808.0k | — |
| Claybrook Capital, LLC 0.44% of their portfolio | 58.8k $695.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 52.8k $623.0k | — |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 51.3k $606.0k | — |
| Diligent Investors, LLC 0.21% of their portfolio | 51.0k $602.0k | — |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 48.9k $578.0k | — |
| Western Wealth Management, LLC 0.03% of their portfolio | 46.4k $524.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 44.7k $528.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 41.3k $488.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 38.2k $453.2k | — |
| Pacific Wealth Strategies Group, Inc. 0.60% of their portfolio | 36.6k $433.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 34.7k $410.0k | — |
| Running Point Capital Advisors, LLC 0.24% of their portfolio | 30.5k $360.0k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.7k $327.0k | — |
| Van Hulzen Asset Management, LLC 0.04% of their portfolio | 27.3k $323.0k | — |
| Castle Rock Wealth Management, LLC 0.15% of their portfolio | 25.2k $295.0k | — |
| Lindbrook Capital, LLC 0.05% of their portfolio | 24.8k $292.0k | — |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 24.6k $291.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 24.0k $283.0k | — |
| Creative Planning 0.00% of their portfolio | 23.9k $282.0k | — |
| GAMBLE JONES INVESTMENT COUNSEL 0.02% of their portfolio | 22.0k $260.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 20.6k $243.0k | — |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 20.5k $242.0k | — |
| DEBUSSY CAPITAL MANAGEMENT LP 0.06% of their portfolio | 20.4k $236.0k | — |
| Garrison Point Capital, LLC 2.59% of their portfolio | 15.0k $177.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 14.9k $176.0k | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 14.5k $172.0k | — |
| Composition Wealth, LLC 0.01% of their portfolio | 14.1k $167.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 13.1k $154.0k | — |
| RB Capital Management, LLC 0.06% of their portfolio | 12.7k $150.0k | — |
| Olde Wealth Management, LLC 0.09% of their portfolio | 12.2k $144.0k | — |
| KENNICOTT CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 12.0k $142.0k | — |
| Blue Trust, Inc. 0.00% of their portfolio | 6.4k $82.0k | — |
| BDO Wealth Advisors, LLC 0.01% of their portfolio | 5.5k $65.0k | — |
| Allworth Financial LP 0.00% of their portfolio | 3.0k $35.0k | — |
| Private Ocean, LLC 0.00% of their portfolio | 1.7k $20.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.3k $15.0k | — |
| Blume Capital Management, Inc. 0.01% of their portfolio | 1.2k $14.0k | — |
| FNY Investment Advisers, LLC 0.01% of their portfolio | 900 $10.0k | — |
| WHITTIER TRUST CO 0.00% of their portfolio | 682 $8.0k | — |
| Parallel Advisors, LLC 0.00% of their portfolio | 526 $6.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 3 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |