Vault-13

NUVEEN CA QUALTY MUN INCOME NAC

COM · Closed-End Fund · CUSIP 67066Y105

138 institutional holders +9 vs Q1 2026
26,107,45926.1m shares reported held*
$316.4mreported value*
17 new 56 added 27 reduced 10 sold out net bought ≈ $24.8m (+2.1m shares)

* 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 ≈ $12.12.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 105Q4 22: 117Q1 23: 117Q2 23: 112Q3 23: 121Q4 23: 124Q1 24: 126Q2 24: 120Q3 24: 121Q4 24: 125Q1 25: 119Q2 25: 120Q3 25: 115Q4 25: 125Q1 26: 129Q2 26: 138138Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022105
Q4 2022117
Q1 2023117
Q2 2023112
Q3 2023121
Q4 2023124
Q1 2024126
Q2 2024120
Q3 2024121
Q4 2024125
Q1 2025119
Q2 2025120
Q3 2025115
Q4 2025125
Q1 2026129
Q2 2026138

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 68 bought or addedQ3 24: 32 cut or sold outQ4 24: 63 bought or addedQ4 24: 43 cut or sold outQ4 24Q1 25: 50 bought or addedQ1 25: 52 cut or sold outQ2 25: 55 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 56 bought or addedQ3 25: 35 cut or sold outQ4 25: 56 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 68 bought or addedQ1 26: 31 cut or sold outQ2 26: 73 bought or addedQ2 26: 37 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246832
Q4 20246343
Q1 20255052
Q2 20255541
Q3 20255635
Q4 20255639
Q1 20266831
Q2 20267337

Biggest buyers

MORGAN STANLEY Added +935,969+936.0k
LM Advisors LLC Added +330,877+330.9k
WELLS FARGO & COMPANY/MN Added +250,667+250.7k
Private Advisor Group, LLC New +237,265+237.3k
Advisors Asset Management, Inc. Added +227,281+227.3k
BANK OF AMERICA CORP /DE/ Added +217,682+217.7k
Cambridge Investment Research Advisors, Inc. Added +142,442+142.4k
Quantinno Capital Management LP Added +125,914+125.9k
Ignite Planners, LLC Added +117,743+117.7k
SUMMITRY LLC New +95,654+95.7k

Biggest sellers

Mariner, LLC Reduced -479,980-480.0k
EVOKE WEALTH, LLC Sold out -256,039-256.0k
JANE STREET GROUP, LLC Reduced -176,926-176.9k
UBS Group AG Reduced -88,815-88.8k
Prospera Financial Services Inc Sold out -64,500-64.5k
Ascentis Independent Advisors Sold out -62,311-62.3k
Cerity Partners LLC Reduced -38,294-38.3k
MERCER GLOBAL ADVISORS INC /ADV Sold out -26,489-26.5k
Ducere Wealth Management LLC Sold out -22,977-23.0k
Virtu Financial LLC Reduced -21,571-21.6k

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.

HolderStakeChangeShares Last filed
WELLS FARGO & COMPANY/MN 13D · may seek influence filed 2025-07-30
Stated purposeThis information is not changed by this Amendment. Full filing
 35.8% 4.2k 2025-07-30
JPMorgan Chase Bank, N.A. 13G · institution filed 2026-01-14 14.9% 1.3k 2026-01-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,934,0806.9m $84.0m $84.0m 0.00% Added +936.0k +935,969
2 GUGGENHEIM CAPITAL LLC 0.27% of their portfolio CHICAGO, IL 3,486,6623.5m $42.3m $42.3m 0.27% Added +51.0k +50,986
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,055,4412.1m $24.9m $24.9m 0.00% Added +250.7k +250,667
4 Advisors Asset Management, Inc. 0.35% of their portfolio Monument, CO 1,877,0551.9m $22.7m $22.7m 0.35% Added +227.3k +227,281
5 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 1,236,9611.2m $15.0m $15.0m 0.02% Added +14.0k +14,000
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,150,4441.2m $13.9m $13.9m 0.00% Added +217.7k +217,682
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 906,262906.3k $11.0m $11.0m 0.00% Reduced -88.8k -88,815
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 611,995612.0k $7.4m $7.4m 0.00% Added +27.9k +27,910
9 Hennion & Walsh Asset Management, Inc. 0.18% of their portfolio Parsippany, NJ 518,286518.3k $6.3m $6.3m 0.18% Added +76.7k +76,673
10 Ignite Planners, LLC 0.79% of their portfolio SAN CLEMENTE, CA 476,800476.8k $5.8m $5.8m 0.79% Added +117.7k +117,743
11 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 475,879475.9k $5.8m $5.8m 0.01% Unchanged
12 LM Advisors LLC 0.47% of their portfolio SAN DIEGO, CA 334,729334.7k $4.1m $4.1m 0.47% Added +330.9k +330,877
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 261,691261.7k $3.2m $3.2m 0.00% Added +20.0k +20,034
14 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 257,109257.1k $3.1m $3.1m 0.01% Added +8.5k +8,452
15 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 237,265237.3k $2.9m $2.9m 0.01% New
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 219,110219.1k $2.7m $2.7m 0.00% Added +39.1k +39,127
17 WHITTIER TRUST CO 0.03% of their portfolio SOUTH PASADENA, CA 211,287211.3k $2.6m $2.6m 0.03% Added +50 +50
18 PFG Investments, LLC 0.09% of their portfolio WOODBURY, NY 199,004199.0k $2.4m $2.4m 0.09% Added +672 +672
19 Southland Equity Partners LLC 0.39% of their portfolio WILDWOOD, MO 184,440184.4k $2.2m $2.2m 0.39% Added +5.0k +5,000
20 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 177,723177.7k $2.2m $2.2m 0.02% Added +6.8k +6,835
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 171,666171.7k $2.1m $2.1m 0.00% Reduced -8.1k -8,109
22 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 161,512161.5k $2.0m $2.0m 0.00% Added +125.9k +125,914
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 159,810159.8k $1.9m $1.9m 0.00% Added +142.4k +142,442
24 DKM Wealth Management, Inc. 1.13% of their portfolio STOCKTON, CA 142,401142.4k $1.7m $1.7m 1.13% Unchanged
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 138,030138.0k $1.7m $1.7m 0.00% Reduced -3.7k -3,687
26 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 117,564117.6k $1.4m $1.4m 0.01% Added +78.7k +78,664
27 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 117,152117.2k $1.4m $1.4m 0.01% Added +3.5k +3,523
28 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 114,662114.7k $1.4m $1.4m 0.04% Reduced -8.6k -8,557
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 111,115111.1k $1.3m $1.3m 0.00% Added +12.6k +12,638
30 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 102,507102.5k $1.2m $1.2m 0.01% Reduced -2.8k -2,785
31 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 102,286102.3k $1.2m $1.2m 0.01% Added +63.7k +63,660
32 SUMMITRY LLC 0.04% of their portfolio Foster City, CA 95,65495.7k $1.2m $1.2m 0.04% New
33 New Insight Wealth Advisors 0.34% of their portfolio SAN RAMON, CA 94,16094.2k $1.1m $1.1m 0.34% Reduced -5.6k -5,575
34 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 82,20682.2k $996.3k $996.3k 0.02% Added +11.2k +11,215
35 Cascade Financial Partners, LLC 0.08% of their portfolio SAN DIEGO, CA 79,95480.0k $969.0k $969.0k 0.08% New
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 79,12879.1k $959.0k $959.0k 0.00% Added +7.8k +7,835
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 77,98978.0k $945.2k $945.2k 0.00% Added +265 +265
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 75,67675.7k $917.2k $917.2k 0.00% Reduced -9.4k -9,385
39 Rareview Capital LLC 0.41% of their portfolio LAS VEGAS, NV 66,33966.3k $741.0k $741.0k 0.41% Added +58 +58
40 Oder Investment Management, LLC 0.51% of their portfolio WOODLAND HILLS, CA 63,13763.1k $765.2k $765.2k 0.51% Added +80 +80
41 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 59,62659.6k $722.7k $722.7k 0.00% Unchanged
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 57,99058.0k $702.8k $702.8k 0.00% Added +638 +638
43 Atala Financial Inc 0.42% of their portfolio CALABASAS, CA 57,38557.4k $695.5k $695.5k 0.42% Reduced -6.0k -6,000
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 52,74552.7k $639.3k $639.3k 0.00% Reduced -176.9k -176,926
45 Requisite Capital Management, LLC 0.10% of their portfolio DALLAS, TX 52,05852.1k $634.6k $634.6k 0.10% New
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 51,88951.9k $628.9k $628.9k 0.00% Reduced -480.0k -479,980
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 50,46850.5k $611.7k $611.7k 0.00% Reduced -1 -1
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 49,95150.0k $605.4k $605.4k 0.00% Added +1.2k +1,164
49 MELFA WEALTH MANAGEMENT, INC. 0.33% of their portfolio WESTBOROUGH, MA 49,81649.8k $603.8k $603.8k 0.33% Unchanged
50 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 48,32648.3k $585.7k $585.7k 0.01% Added +80 +80
51 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 46,00046.0k $557.5k $557.5k 0.01% Unchanged
52 Pacific Wealth Strategies Group, Inc. 0.31% of their portfolio SANTA BARBARA, CA 44,46644.5k $538.9k $538.9k 0.31% Reduced -13.4k -13,449
53 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 43,86443.9k $531.6k $531.6k 0.02% Added +349 +349
54 Cooper Financial Group 0.04% of their portfolio IRVINE, CA 43,80243.8k $530.9k $530.9k 0.04% Added +574 +574
55 HOLLENCREST CAPITAL MANAGEMENT 0.03% of their portfolio NEWPORT BEACH, CA 43,42343.4k $526.3k $526.3k 0.03% Reduced -6.1k -6,140
56 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 41,95642.0k $508.5k $508.5k 0.00% Unchanged
57 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio ORLANDO, FL 41,60041.6k $506.7k $506.7k 0.03% Unchanged
58 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 41,10041.1k $501.0k $501.0k 0.01% Added +350 +350
59 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 40,54240.5k $491.4k $491.4k 0.01% Added +2.9k +2,921
60 Van Hulzen Asset Management, LLC 0.03% of their portfolio EL DORADO HILLS, CA 39,98640.0k $484.6k $484.6k 0.03% Reduced -304 -304
61 FIRST FOUNDATION ADVISORS 0.02% of their portfolio Irvine, CA 38,61738.6k $468.0k $468.0k 0.02% Unchanged
62 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 38,60038.6k $467.8k $467.8k 0.00% Unchanged
63 CLG LLC 0.10% of their portfolio Long Beach, CA 37,58437.6k $455.5k $455.5k 0.10% Unchanged
64 Bridgewealth Advisory Group, LLC 0.08% of their portfolio Fresno, CA 36,55536.6k $443.0k $443.0k 0.08% Added +177 +177
65 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 35,78935.8k $433.8k $433.8k 0.01% Added +864 +864
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,02535.0k $424.5k $424.5k 0.00% Added +563 +563
67 Apriem Advisors 0.03% of their portfolio IRVINE, CA 33,12033.1k $401.4k $401.4k 0.03% Added +900 +900
68 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 32,33932.3k $391.9k $391.9k 0.01% Added +98 +98
69 Mirador Capital Partners LP 0.05% of their portfolio PLEASANTON, CA 32,17532.2k $390.0k $390.0k 0.05% New
70 Core Wealth Partners LLC 0.15% of their portfolio SANTA ROSA, CA 29,69929.7k $360.0k $360.0k 0.15% Reduced -2.5k -2,550
71 RHS Financial, LLC 0.14% of their portfolio SAN FRANCISCO, CA 28,82428.8k $349.3k $349.3k 0.14% Reduced -393 -393
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 27,96228.0k $338.5k $338.5k 0.00% Added +6.1k +6,140
73 Virtu Financial LLC 0.01% of their portfolio New York, NY 25,59625.6k $310.0k $310.0k 0.01% Reduced -21.6k -21,571
74 Intellectus Partners, LLC 0.05% of their portfolio SAN FRANCISCO, CA 25,00025.0k $304.7k $304.7k 0.05% Unchanged
75 Perennial Investment Advisors, LLC 0.02% of their portfolio Los Angeles, CA 24,92124.9k $302.0k $302.0k 0.02% Unchanged
76 ECLECTIC ASSOCIATES INC /ADV 0.03% of their portfolio FULLERTON, CA 24,63724.6k $298.6k $298.6k 0.03% Added +89 +89
77 Tortuga Wealth Management, Inc 0.22% of their portfolio TORRANCE, CA 23,99724.0k $290.8k $290.8k 0.22% Added +1.0k +1,025
78 Castle Rock Wealth Management, LLC 0.06% of their portfolio WALNUT CREEK, CA 23,40923.4k $285.1k $285.1k 0.06% Unchanged
79 VAQUERO PRIVATE WEALTH, LTD 0.06% of their portfolio DALLAS, TX 23,03323.0k $279.2k $279.2k 0.06% First filing
80 REGATTA CAPITAL GROUP, LLC 0.04% of their portfolio EL SEGUNDO, CA 22,28022.3k $270.0k $270.0k 0.04% Unchanged
81 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 21,54121.5k $261.1k $261.1k 0.00% New
82 Avestar Capital, LLC 0.02% of their portfolio New York, NY 21,00021.0k $256.0k $256.0k 0.02% Added +10.0k +10,000
83 ODonnell Financial Services, LLC 0.07% of their portfolio SAN RAFAEL, CA 20,28520.3k $245.9k $245.9k 0.07% New
84 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 20,13220.1k $245.4k $245.4k 0.01% Added +5 +5
85 Brookwood Investment Group LLC 0.03% of their portfolio PHOENIX, AZ 19,75019.8k $239.4k $239.4k 0.03% New
86 FIRST AMERICAN TRUST, FSB 0.01% of their portfolio SANTA ANA, CA 19,00019.0k $230.3k $230.3k 0.01% Unchanged
87 McGowan Group Asset Management, Inc. 0.03% of their portfolio DALLAS, TX 18,67718.7k $226.4k $226.4k 0.03% Added +826 +826
88 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 18,43018.4k $223.4k $223.4k 0.02% Reduced -60 -60
89 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 18,12818.1k $219.7k $219.7k 0.00% Reduced -38.3k -38,294
90 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 16,74916.7k $203.0k $203.0k 0.00% Added +309 +309
91 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,09016.1k $195.0k $195.0k 0.00% Unchanged
92 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,04516.0k $194.5k $194.5k 0.00% Reduced -17.1k -17,058
93 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 15,73115.7k $190.7k $190.7k 0.02% Reduced -8.0k -8,012
94 Pasadena Private Wealth, LLC 0.02% of their portfolio PASADENA, CA 15,44115.4k $187.1k $187.1k 0.02% New
95 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 15,20215.2k $184.2k $184.2k 0.00% Added +3.0k +3,045
96 Pure Financial Advisors, LLC 0.00% of their portfolio SAN DIEGO, CA 15,19315.2k $184.1k $184.1k 0.00% Reduced -3.0k -3,002
97 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 15,16815.2k $183.8k $183.8k 0.00% Unchanged
98 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 15,06815.1k $182.6k $182.6k 0.00% New
99 Barnes Wealth Management Group, Inc 0.08% of their portfolio Bakersfield, CA 14,95315.0k $181.2k $181.2k 0.08% Unchanged
100 Indivisible Partners 0.01% of their portfolio CLEARWATER, FL 14,27114.3k $173.0k $173.0k 0.01% Added +1.0k +1,025