Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Nuveen California Quality Municipal Income Fund includ Integrity Wealth Partners, LLC, Golden State Equity Partners, ORG Partners LLC, Tortuga Wealth Management, Inc, Avestar Capital, LLC, Mml Investors Services, Llc, SageView Advisory Group, LLC, Peterson Wealth Management, și Wolff Wiese Magana Llc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2.000 | 0 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 37.621 | 3,56 | 438 | 2,10 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17.368 | 6,72 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 70.991 | 4,82 | 827 | 3,50 | ||||
| 2026-05-14 | 13F | Clg Llc | 37.584 | 166,80 | 438 | 163,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 34.462 | 1,07 | 401 | -0,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 98.477 | 21,37 | 1.147 | 19,73 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 441.613 | 7,04 | 5.145 | 5,58 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 18.490 | 20,03 | 215 | 18,78 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 590 | 8,26 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.500 | 17 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123.219 | 26,24 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 57.352 | 1.571,58 | 668 | 1.570,00 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1.649.774 | 22,25 | 19.220 | 20,59 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 198.332 | 5,00 | 2.311 | 3,59 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 48.246 | 27,70 | 562 | 26,01 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 35.598 | 67,40 | 415 | 64,94 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 113.629 | 0,49 | 1.324 | -0,90 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.378 | 1,85 | 16 | 6,67 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 99.735 | 42,92 | 1.162 | 40,90 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 10.828 | 126 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 43.228 | 2,55 | 504 | 1,21 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 23.743 | 119,76 | 277 | 117,32 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 11.000 | 129 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 24.921 | 290 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 16.440 | 1,23 | 192 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 56.422 | 16,24 | 658 | 14,66 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 3.852 | 331 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 3.435.676 | 16,91 | 40.026 | 15,33 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 359.057 | 0,48 | 4.183 | -1,95 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 926 | 1,20 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 36.378 | 0,31 | 424 | -1,17 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 26.489 | 309 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.122 | 0,46 | 238 | 2,60 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 241.657 | 0,01 | 2.815 | -1,33 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 34.925 | 3,18 | 407 | 1,75 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.626 | 450 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 66.281 | 0,06 | 740 | 0,14 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 95.930 | 1.118 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 18.122 | 214 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 64.500 | 1,57 | 751 | 0,27 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 62.311 | 726 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.447 | 23,80 | 63 | 23,53 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.998.111 | 16,75 | 69.878 | 15,17 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 170.888 | 2,83 | 1.991 | 1,43 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 256.039 | 0,93 | 3.002 | 0,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.222.961 | 2,73 | 14.247 | 1,34 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.781 | 33 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.007 | 1,21 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 63.057 | 1,97 | 735 | 0,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 248.657 | 2,93 | 2.897 | 1,51 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 584.085 | 4,31 | 6.805 | 2,89 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 179.983 | 9,44 | 2.097 | 7,93 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 13.246 | 3,92 | 154 | 2,67 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 2.655 | 31 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 14.638 | 1,72 | 171 | 0,59 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 47 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 85.061 | 1,64 | 991 | 0,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50.469 | 588 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 18.195 | 212 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 932.762 | 11,73 | 10.867 | 10,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 32.241 | 0,21 | 376 | -1,06 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 71.293 | 7,32 | 71 | -90,94 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 10.000 | 116 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 211.237 | 5,45 | 2.442 | 2,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 43.515 | 189,16 | 507 | 185,88 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.437 | 17 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 38.900 | 337,08 | 453 | 331,43 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.226 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33.103 | 386 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 44.224 | 522 |
