Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nuveen California Quality Municipal Income Fund comprennent Newbridge Financial Services Group, Inc., Smartleaf Asset Management LLC, WFA of San Diego, LLC, et Bell Investment Advisors, Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
