NUVEEN CA QUALTY MUN INCOME shareholder history

Current and past NUVEEN CA QUALTY MUN INCOME shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Apriem Advisors 42420.09%0.34%0.82%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.07%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.09%0.24%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.06%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 40400.00%0.03%0.09%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.04%0.10%0.15%Q4 2013Q3 202340
WHITTIER TRUST CO 40400.01%0.16%0.29%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 38380.00%0.00%0.00%Q2 2014Q3 202338
WHITTIER TRUST CO OF NEVADA INC 38380.00%0.02%0.04%Q2 2014Q3 202338
HighTower Advisors, LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
FIRST FOUNDATION ADVISORS 2890.02%0.11%0.34%Q2 2014Q3 202337
WEDBUSH SECURITIES INC 37370.04%0.14%0.40%Q3 2014Q3 202337
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 1940.00%0.00%0.01%Q2 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.00%0.00%Q1 2015Q3 202335
Invesco Ltd. 35350.00%0.00%0.00%Q2 2013Q4 202135
US BANCORP \DE\ 3310.00%0.00%0.00%Q1 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.00%0.00%Q2 2015Q3 202333
First Allied Advisory Services, Inc. 30300.01%0.04%0.06%Q2 2013Q3 202030
CITIGROUP INC 2910.00%0.00%0.00%Q2 2013Q2 202130
Van Hulzen Asset Management, LLC 2510.05%0.44%1.51%Q2 2014Q3 202330
Allworth Financial LP 2510.00%0.00%0.02%Q1 2015Q3 202329
AMERIPRISE FINANCIAL INC 2120.00%0.00%0.00%Q2 2014Q3 202329
RB Capital Management, LLC 28280.01%0.47%0.76%Q4 2016Q3 202328
Pacific Wealth Strategies Group, Inc. 28280.36%3.81%5.96%Q4 2016Q3 202328
Gerber Kawasaki Wealth & Investment Management 1990.01%0.26%0.83%Q2 2016Q3 202328
Parallel Advisors, LLC 14120.00%0.02%0.03%Q4 2016Q3 202326
Creative Planning 1910.00%0.00%0.01%Q3 2013Q1 202126
RIVERNORTH CAPITAL MANAGEMENT, LLC 2210.01%1.15%3.04%Q3 2013Q3 202326
SIT INVESTMENT ASSOCIATES INC 2010.01%0.05%0.22%Q4 2013Q3 202326
Coe Capital Management, LLC 2510.06%0.19%0.44%Q2 2013Q4 201926
Laurel Wealth Advisors, Inc. 25250.02%0.13%0.38%Q4 2016Q4 202225
LADENBURG THALMANN FINANCIAL SERVICES INC. 2320.01%0.02%0.05%Q2 2013Q4 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Castle Rock Wealth Management, LLC 24240.07%2.89%30.54%Q4 2017Q3 202324
Cetera Investment Advisers 2220.01%0.03%0.06%Q3 2017Q3 202324
Mutual Advisors, LLC 24240.02%0.06%0.10%Q4 2017Q3 202324
Tortoise Investment Management, LLC 1940.02%0.05%0.10%Q4 2017Q3 202323
GAMBLE JONES INVESTMENT COUNSEL 22220.04%0.06%0.07%Q3 2017Q4 202222
MUFG Americas Holdings Corp 1330.00%0.00%0.01%Q3 2011Q3 202022
VISTA INVESTMENT MANAGEMENT 22220.07%0.15%0.31%Q4 2017Q1 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1720.01%0.08%0.36%Q4 2016Q3 202221
Gemmer Asset Management LLC 21210.00%0.01%0.01%Q2 2014Q2 201921
Cooper Financial Group 20200.10%0.21%0.41%Q4 2018Q3 202320
Riverview Trust Co 20200.09%0.13%0.18%Q4 2018Q3 202320
PNC FINANCIAL SERVICES GROUP, INC. 810.00%0.00%0.00%Q3 2014Q1 202320
FIRST AMERICAN TRUST, FSB 1810.03%0.05%0.08%Q2 2018Q3 202319
Private Wealth Partners, LLC 19190.02%0.06%0.10%Q1 2019Q3 202319
CWM, LLC 1010.00%0.00%0.01%Q3 2016Q3 202319
RAND WEALTH, LLC 18180.02%0.02%0.02%Q2 2014Q3 201818
FIRST TRUST ADVISORS LP 1080.00%0.00%0.00%Q2 2013Q2 201918
Alpha Cubed Investments, LLC 1530.01%0.02%0.05%Q1 2017Q3 202318
FNY Investment Advisers, LLC 830.00%0.03%0.13%Q2 2018Q3 202318
OneDigital Investment Advisors LLC 18180.03%0.09%0.17%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Choate Investment Advisors 17170.01%0.02%0.02%Q3 2019Q3 202317
KILEY JUERGENS WEALTH MANAGEMENT, LLC 17170.17%0.24%0.33%Q4 2017Q4 202117
EVOKE WEALTH, LLC 17170.02%0.05%0.09%Q3 2019Q3 202317
Bartlett & Co. LLC 1610.00%0.01%0.01%Q3 2019Q4 202317
Cambridge Investment Research Advisors, Inc. 1610.00%0.00%0.01%Q4 2017Q4 202217
DAVIDSON TRUST CO 16161.13%2.32%4.04%Q4 2019Q3 202316
B. Riley Wealth Management, Inc. 16160.00%0.06%0.11%Q3 2018Q2 202216
Baker Ellis Asset Management LLC 16160.03%0.05%0.07%Q4 2014Q3 201816
EP Wealth Advisors, LLC 1030.00%0.04%0.10%Q3 2014Q3 202316
Pensionmark Financial Group, LLC 740.02%0.07%0.11%Q4 2018Q3 202316
Rockefeller Capital Management L.P. 16160.02%0.04%0.07%Q4 2019Q3 202316
JPMORGAN CHASE & CO 1230.00%0.00%0.00%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
DOLIVER ADVISORS, LP 810.08%0.55%1.60%Q1 2013Q2 201815
ROBINSON CAPITAL MANAGEMENT, LLC 1310.23%1.31%2.99%Q1 2018Q3 202315
Weaver Consulting Group 710.03%0.08%0.11%Q1 2019Q3 202315
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1050.05%0.07%0.12%Q3 2018Q2 202315
Allianz Asset Management GmbH 15150.00%0.00%0.01%Q1 2020Q3 202315
Grassi Investment Management 1410.02%0.02%0.03%Q1 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.00%0.00%0.01%Q1 2019Q3 202215
NWAM LLC 910.02%0.30%4.10%Q2 2017Q4 202115
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
SECURITY NATIONAL TRUST CO 15150.02%0.03%0.04%Q2 2014Q4 201715
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.02%0.09%0.15%Q4 2016Q3 202315
AQR Arbitrage LLC 520.00%0.04%0.26%Q4 2016Q3 202315
EVERGREEN CAPITAL MANAGEMENT LLC 15150.01%0.02%0.03%Q2 2018Q4 202115
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
Pure Financial Advisors, LLC 1310.01%0.01%0.03%Q1 2020Q4 202314
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
Baird Financial Group, Inc. 14140.00%0.00%0.00%Q2 2019Q3 202214
IFP Advisors, Inc 14140.03%0.06%0.09%Q4 2015Q1 201914
Commonwealth Equity Services, Inc 14140.00%0.00%0.01%Q2 2014Q3 201714
Stratos Wealth Partners, LTD. 14140.01%0.01%0.02%Q2 2017Q3 202014
J.P. Morgan Private Wealth Advisors LLC 730.00%0.01%0.02%Q3 2014Q3 201813
Dynamic Advisor Solutions LLC 13130.01%0.03%0.06%Q1 2019Q1 202213
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.03%Q2 2014Q3 202313
Karpus Management, Inc. 940.05%0.53%1.51%Q3 2018Q3 202313
EVERETT HARRIS & CO /CA/ 13130.01%0.01%0.01%Q3 2020Q3 202313
Mine & Arao Wealth Creation & Management, LLC. 12120.02%0.02%0.03%Q4 2019Q3 202212
CIBC Private Wealth Group, LLC 12120.00%0.01%0.06%Q3 2015Q2 201812
Oder Investment Management, LLC 12120.35%0.57%0.71%Q4 2020Q3 202312
BOKF, NA 910.00%0.01%0.01%Q1 2018Q3 202312
KWB Wealth 12120.02%0.12%0.21%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Laird Norton Wetherby Wealth Management, LLC 12120.03%0.04%0.06%Q2 2019Q1 202212
Concert Wealth Management Inc. 12120.00%0.05%0.12%Q2 2014Q1 201712
Stevens First Principles Investment Advisors 12120.01%0.01%0.01%Q3 2016Q2 201912
Fiera Capital Corp 11110.00%0.01%0.02%Q1 2020Q3 202211
Efficient Market Advisors, LLC 11110.00%0.01%0.01%Q2 2013Q4 201511
Wealthcare Advisory Partners LLC 11110.01%0.03%0.05%Q2 2019Q4 202111
Miracle Mile Advisors, LLC 11110.00%0.04%0.35%Q3 2020Q1 202311
ASPIRIANT, LLC 740.02%0.02%0.02%Q4 2016Q3 201911
NEXT Financial Group, Inc 610.00%0.00%0.02%Q4 2018Q4 202111
COHEN & STEERS, INC. 11110.00%0.00%0.00%Q2 2018Q4 202011
Main Management LLC 810.00%0.04%0.08%Q1 2020Q3 202311
Hall Private Wealth Advisors 1010.42%1.00%1.55%Q4 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.10%0.26%0.40%Q1 2021Q3 202311
Winfield Associates, Inc. 11110.06%0.09%0.13%Q3 2019Q1 202211
Mechanics Bank Trust Department 11110.02%0.04%0.06%Q3 2019Q1 202211
Leisure Capital Management 730.12%0.14%0.15%Q3 2017Q1 202010
Cetera Advisor Networks LLC 310.00%0.01%0.01%Q3 2016Q3 202110
NORTHERN TRUST CORP 510.00%0.00%0.00%Q2 2013Q4 202210
Vivaldi Capital Management LP 640.06%0.13%0.18%Q1 2020Q4 202210
Telos Capital Management, Inc. 710.03%0.06%0.10%Q2 2014Q4 202110
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2013Q1 202010
AMUSSEN HUNSAKER ASSOCIATES LLC 410.03%0.06%0.10%Q3 2018Q3 202210
Tradewinds Capital Management, LLC 10100.21%0.53%0.65%Q4 2013Q1 201610
Hilton Capital Management, LLC 10100.03%0.04%0.08%Q4 2016Q1 201910
Snowden Capital Advisors LLC 720.01%0.05%0.07%Q3 2019Q2 20239
Western Wealth Management, LLC 810.01%0.02%0.03%Q2 2021Q3 20239
Manchester Capital Management LLC 990.01%0.01%0.02%Q1 2020Q1 20229
Integrated Wealth Management 990.09%0.10%0.11%Q1 2015Q1 20179
Stanford Investment Group, Inc. 990.02%0.02%0.03%Q4 2014Q4 20169
Running Point Capital Advisors, LLC 990.14%0.19%0.28%Q4 2020Q4 20229
Sowell Financial Services LLC 710.00%0.01%0.02%Q4 2016Q1 20239
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q2 2014Q2 20169
Dakota Wealth Management 540.04%0.13%0.22%Q3 2018Q3 20239
Cetera Advisors LLC 720.01%0.03%0.04%Q2 2016Q3 20189
DB Wealth Management Group, LLC 540.00%0.00%0.01%Q4 2020Q3 20239
Wagner Wealth Management, LLC 420.02%0.03%0.03%Q2 2018Q3 20228
HoyleCohen, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q2 2014Q1 20168
CERTUITY, LLC 880.38%0.62%0.82%Q4 2019Q3 20218
Covington Capital Management 880.00%0.00%0.01%Q4 2020Q3 20228
SteelPeak Wealth, LLC 880.03%0.05%0.07%Q2 2020Q1 20228
Bank of New York Mellon Corp 880.00%0.00%0.00%Q2 2017Q1 20198
MKT Advisors LLC 880.17%0.21%0.27%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.38%1.62%2.87%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.01%Q1 2015Q4 20168
Tarbox Family Office, Inc. 510.03%0.07%0.16%Q4 2013Q2 20228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q3 2019Q2 20218
Laurion Capital Management LP 410.00%0.04%0.15%Q4 2015Q2 20188
Enterprise Trust & Investment Co 710.00%0.00%0.01%Q2 2019Q2 20228
Geneos Wealth Management Inc. 880.00%0.00%0.00%Q1 2019Q4 20208
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2017Q3 20237
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q2 2016Q1 20227
BAILARD, INC. 770.02%0.02%0.04%Q4 2016Q2 20187
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2016Q3 20237
20/20 Capital Management, Inc. 770.88%1.21%1.51%Q4 2019Q2 20217
Investors Capital Advisory Services 770.04%0.04%0.05%Q4 2014Q2 20167
Ameritas Investment Company, LLC 310.00%0.08%0.15%Q4 2018Q3 20217
Ameritas Advisory Services, LLC 610.01%0.02%0.04%Q4 2021Q3 20237
Ignite Planners, LLC 770.51%0.71%1.00%Q1 2022Q3 20237
Perigon Wealth Management, LLC 310.01%0.01%0.02%Q3 2017Q3 20237
Weiss Asset Management LP 210.04%0.29%0.84%Q4 2013Q4 20227
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.01%Q2 2014Q3 20237
TriaGen Wealth Management LLC 520.18%0.28%0.34%Q4 2020Q3 20227
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q2 2014Q4 20157
OPPENHEIMER & CO INC 310.00%0.01%0.01%Q2 2014Q1 20196
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2013Q3 20236
Newfleet Asset Management, LLC 660.29%3.63%14.66%Q4 2020Q1 20226
CUTLER INVESTMENT COUNSEL LLC 660.07%0.08%0.10%Q2 2016Q3 20176
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q2 20186
IEQ CAPITAL, LLC 510.01%0.08%0.42%Q4 2019Q2 20216
NATIONAL PLANNING CORP 410.01%0.02%0.03%Q4 2014Q3 20176
Atria Wealth Solutions, Inc. 510.00%0.01%0.02%Q1 2022Q3 20236
RMB Capital Management, LLC 310.01%0.03%0.06%Q4 2015Q3 20206
FMR LLC 210.00%0.00%0.00%Q3 2018Q4 20226
Intersect Capital LLC 660.03%0.04%0.04%Q4 2020Q1 20226
MISSION WEALTH MANAGEMENT, LP 510.03%0.05%0.06%Q1 2016Q4 20176
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q4 2013Q4 20166
Blume Capital Management, Inc. 310.00%0.00%0.00%Q1 2017Q1 20205
Saba Capital Management, L.P. 410.00%0.67%1.56%Q4 2018Q3 20235
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.03%0.04%0.04%Q3 2022Q3 20235
Logan Stone Capital, LLC 410.18%2.49%3.86%Q1 2022Q3 20235
KENNICOTT CAPITAL MANAGEMENT LLC 550.16%0.45%0.60%Q1 2021Q1 20225
C2C Wealth Management, LLC 550.03%0.03%0.04%Q4 2021Q4 20225
Brinker Capital Investments, LLC 550.00%0.00%0.00%Q2 2014Q2 20155
Probabilities Fund Management, LLC 550.65%1.20%1.67%Q4 2017Q4 20185
Good Life Advisors, LLC 550.07%0.09%0.12%Q4 2016Q4 20175
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2019Q1 20235
CENTAURUS FINANCIAL, INC. 320.02%0.03%0.04%Q1 2018Q4 20195
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Lindbrook Capital, LLC 310.01%0.02%0.02%Q2 2021Q4 20224
ROSENBLUM SILVERMAN SUTTON S F INC /CA 220.08%0.11%0.14%Q2 2022Q3 20234
Squar Milner Financial Services LLC 220.07%0.08%0.09%Q1 2019Q1 20204
Southland Equity Partners LLC 440.11%0.22%0.28%Q4 2022Q3 20234
Ackerman Capital Advisors, LLC 210.04%0.08%0.10%Q4 2019Q1 20234
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2016Q2 20184
Citadel Advisors 210.00%0.00%0.00%Q3 2018Q1 20234
Rinkey Investments 440.05%0.06%0.08%Q3 2022Q2 20234
Destination Wealth Management 210.00%0.01%0.02%Q1 2018Q1 20234
BRASADA CAPITAL MANAGEMENT, LP 440.00%0.00%0.01%Q1 2018Q4 20184
AQR Capital Management 310.00%0.00%0.00%Q3 2013Q3 20144
MELFA WEALTH MANAGEMENT, INC. 440.13%0.13%0.14%Q4 2022Q3 20234
Virtu Financial LLC 110.01%0.03%0.04%Q3 2017Q3 20234
Nalls Sherbakoff Group, LLC 310.00%0.00%0.01%Q4 2018Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
REILLY FINANCIAL ADVISORS, LLC 310.00%0.02%0.03%Q2 2014Q3 20154
GenTrust, LLC 440.45%0.59%0.87%Q1 2020Q4 20204
Cornerstone Wealth Management, LLC 220.01%0.03%0.05%Q2 2018Q3 20234
Front Row Advisors LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Montecito Bank & Trust 310.07%0.08%0.08%Q4 2015Q4 20164
Mariner, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
MACKAY SHIELDS LLC 440.06%0.06%0.08%Q2 2014Q1 20154
Thomas J. Herzfeld Advisors, Inc. 440.54%0.68%0.74%Q4 2017Q3 20184
WealthPLAN Partners, LLC 310.00%0.01%0.01%Q4 2015Q2 20234
BOSTON PRIVATE BANK & TRUST CO 440.01%0.01%0.01%Q2 2014Q1 20154
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q1 2022Q3 20223
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.01%Q2 2014Q4 20143
Kore Private Wealth LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Perennial Investment Advisors, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Penserra Capital Management LLC 330.12%0.16%0.18%Q1 2023Q3 20233
Beach Point Capital Management LP 211.72%3.85%5.11%Q4 2018Q3 20233
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
COMERICA BANK 110.00%0.00%0.01%Q3 2018Q3 20233
Core Wealth Partners LLC 330.33%0.37%0.42%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.02%0.02%Q4 2015Q2 20163
EWG Elevate Inc. 210.04%0.04%0.05%Q4 2022Q3 20233
Wellspring Financial Advisors, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Prime Capital Investment Advisors, LLC 210.02%0.03%0.05%Q4 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q4 20183
Lucia Wealth Services, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Ford Financial Group, LLC 110.02%0.05%0.07%Q2 2021Q4 20223
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q3 2020Q1 20223
GIRARD SECURITIES, INC. 330.15%0.16%0.17%Q4 2016Q2 20173
WFG Advisors, LP 330.00%0.00%0.01%Q2 2014Q4 20143
Litman Gregory Wealth Management LLC 220.14%0.14%0.14%Q1 2022Q2 20222
Almitas Capital LLC 220.07%0.32%0.57%Q4 2022Q1 20232
OTA Financial Group L.P. 220.12%0.16%0.20%Q3 2017Q4 20172
Squarepoint Ops LLC 110.01%0.02%0.04%Q4 2016Q4 20172
Realta Investment Advisors 220.01%0.01%0.01%Q3 2019Q4 20192
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
Segantii Capital Management Ltd 220.00%0.00%0.01%Q4 2021Q1 20222
NewEdge Wealth, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
NINE MASTS CAPITAL Ltd 220.12%0.31%0.50%Q2 2018Q3 20182
SVB WEALTH LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Institute for Wealth Management, LLC. 220.13%0.13%0.13%Q2 2017Q3 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2022Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.02%0.02%Q4 2021Q2 20232
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2019Q3 20202
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q3 2018Q4 20182
Octavia Wealth Advisors, LLC 110.03%0.03%0.04%Q3 2022Q2 20232
Ionic Capital Management LLC 220.02%0.03%0.03%Q1 2018Q2 20182
Golden State Wealth Management, LLC 220.05%0.05%0.05%Q1 2019Q2 20192
Disciplined Investments, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Planned Solutions, Inc. 220.02%0.03%0.03%Q3 2020Q4 20202
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q1 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2019Q2 20192
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
WealthPlan Investment Management, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Walleye Capital LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
Danda Trouve Investment Management, Inc. 220.12%0.15%0.17%Q4 2019Q1 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AE Wealth Management LLC 220.03%0.04%0.04%Q2 2017Q3 20172
PRIVATE ASSET MANAGEMENT INC 220.02%0.03%0.04%Q1 2018Q2 20182
Gradient Investments LLC 110.00%0.00%0.00%Q1 2019Q1 20202
TCI Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2010Q1 20101
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BDO Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Chapwood Capital Investment Management, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RHS Financial, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Schoolcraft Capital LLC 110.11%0.11%0.11%Q2 2019Q2 20191
TRUST CO OF VERMONT 110.01%0.01%0.01%Q3 2017Q3 20171
DUBUQUE BANK & TRUST CO 110.03%0.03%0.03%Q4 2018Q4 20181
NEWGATE CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q2 2014Q2 20141
Spectrum Wealth Advisory Group, LLC 110.47%0.47%0.47%Q2 2021Q2 20211
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Sigma Planning Corp 110.01%0.01%0.01%Q4 2019Q4 20191
CHURCHILL MANAGEMENT Corp 110.00%0.00%0.00%Q1 2017Q1 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2020Q3 20201
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.01%0.01%0.01%Q3 2014Q3 20141
XTX Topco Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
Brick & Kyle, Associates 110.02%0.02%0.02%Q4 2014Q4 20141
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q4 20211
Hayden Royal, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TFS CAPITAL LLC 110.10%0.10%0.10%Q2 2014Q2 20141
Ridgewood Investments LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Gradient Capital Advisors, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
TIAA, FSB 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Advocates LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q3 2021Q3 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2015Q3 20151
Fermata Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Titus Wealth Management 110.23%0.23%0.23%Q4 2017Q4 20171
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2015Q1 20151
ICON ADVISERS INC/CO 110.05%0.05%0.05%Q2 2014Q2 20141
Westchester Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q4 2014Q4 20141
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2018Q3 20181
Timber Hill LLC 110.02%0.02%0.02%Q4 2017Q4 20171
DENVER INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
TIEDEMANN ADVISORS, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Forum Financial Management, LP 110.09%0.09%0.09%Q4 2021Q4 20211
CWH Capital Management, Inc. 110.08%0.08%0.08%Q4 2018Q4 20181
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.06%0.06%0.06%Q4 2016Q4 20161
MARINER INVESTMENT GROUP LLC 110.13%0.13%0.13%Q2 2022Q2 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Pasadena Private Wealth, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
FNY Managed Accounts LLC 110.29%0.29%0.29%Q2 2015Q2 20151
Financial Advisors Network, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
Benedetti & Gucer, Inc. 110.12%0.12%0.12%Q1 2023Q1 20231
Orion Capital Management LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
MAGNOLIA CAPITAL ADVISORS LLC 110.50%0.50%0.50%Q1 2022Q1 20221
Relative Value Partners Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
External links

This page lists all the filers that currently own NUVEEN CA QUALTY MUN INCOME or have owned NUVEEN CA QUALTY MUN INCOME in the past.