Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen California Quality Municipal Income Fund meliputi Newbridge Financial Services Group, Inc., Smartleaf Asset Management LLC, WFA of San Diego, LLC, dan Bell Investment Advisors, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 106,671 | 52.24 | 1,192 | 51.33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 42,600 | 13.30 | 476 | 12.56 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31,000 | 0.28 | 346 | -0.29 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 86,319 | 2.74 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 155,519 | 0.19 | 1,737 | 4.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 48,490 | 1.17 | 542 | 0.56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 73,963 | 24.04 | 826 | 23.28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,240 | 14 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 600 | 20.00 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13,556 | 19.68 | 151 | 18.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 51,056 | 1.43 | 570 | 0.88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 875 | 1.98 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 450 | 5 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13,544 | 25.36 | 151 | 24.79 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 741,485 | 15.14 | 8,282 | 14.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74,291 | 34.63 | 830 | 33.71 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15,987 | 179 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 951 | 1.93 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,382 | 134.68 | 306 | 132.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,406,674 | 4.08 | 38,053 | 3.43 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,303 | 2.04 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 56,859 | 12.83 | 635 | 12.19 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 339 | 2.42 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 494,618 | 8.26 | 5,525 | 7.58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,150,167 | 6.27 | 12,847 | 5.61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 551,348 | 4.60 | 6,159 | 3.95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 38,828 | 434 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,321 | 126 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 113 | 1 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 12,100 | 135 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 1,759 | 1.27 | 20 | 0.00 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 25,000 | 85.19 | 281 | 83.66 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,810,250 | 12.98 | 20,220 | 12.28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62,950 | 2.96 | 689 | 4.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 75,626 | 5.86 | 845 | 5.24 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 15,785 | 1.64 | 176 | 1.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 35,000 | 391 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,000 | 22 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 118,150 | 3.87 | 1,320 | 2.89 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 40,955 | 1.49 | 457 | 0.88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 99,375 | 114.63 | 1,110 | 113.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,789 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 127,194 | 1.65 | 1,421 | 1.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,288,928 | 11.33 | 14,397 | 10.64 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 36,396 | 25.76 | 407 | 24.92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,896 | 90.52 | 569 | 89.33 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 51,950 | 1.96 | 580 | 1.40 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 135,540 | 10.16 | 1,514 | 9.48 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 323,400 | 4.18 | 3,554 | 4.47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,654 | 197 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 140,068 | 5.43 | 1,565 | 4.76 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 347,748 | 8.54 | 3,884 | 7.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434,012 | 19.76 | 4,848 | 19.00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 249,824 | 3.93 | 2,809 | 3.27 |
