Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen California Quality Municipal Income Fund termasuk 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, dan Wolff Wiese Magana Llc .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
