13FBOX
NUVEEN CA QUALITY MUNI I · 13F Institutional Holdings
Options Calculator Rankings

NUVEEN CA QUALITY MUNI I

NAC
Institutions
141
Combined AUM (Q2 2026)
$319.1M
Combined Shares (Q2 2026)
26.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.6M
77 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.2M
38 · 9 Exit · ≈
⚖️ Net
+4.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$319.1M
Institutions
141
New Buys
21
Adds
56
Reduces
29
Exits
9
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#85$84.0M6.9M$43.3M3.8M+3.2M+84.35%Add
GUGGENHEIM CAPITAL LLC
0.27%0.31%#13$42.3M3.5M$40.0M3.4M+50,986+1.48%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#86$24.9M2.1M$21.0M1.8M+250,667+13.89%Add
Advisors Asset Management, Inc.
0.35%0.32%#9$22.7M1.9M$19.2M1.6M+227,281+13.78%Add
Rockefeller Capital Management L.P.
0.02%0.03%#51$15.0M1.2M$14.2M1.2M+14,000+1.14%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#109$13.9M1.2M$10.9M932,762+217,682+23.34%Add
UBS Group AG
<0.01%<0.01%#107$11.0M906,262$11.6M995,077-88,815-8.93%Reduce
LPL Financial LLC
<0.01%<0.01%#104$7.4M611,995$6.8M584,085+27,910+4.78%Add
Hennion & Walsh Asset Management, Inc.
0.18%0.17%#15$6.3M518,286$5.1M441,613+76,673+17.36%Add
Ignite Planners, LLC
0.79%0.65%#2$5.8M476,800$4.2M359,057+117,743+32.79%Add
Allianz Asset Management GmbH
0.01%0.01%#82$5.8M475,879$5.5M475,87900.00%Unchanged
LM Advisors LLC
0.39%0.07%#8$4.1M334,729$330,6193,852+330,877+8,589.75%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#117$3.2M261,691$2.8M241,657+20,034+8.29%Add
Sanctuary Advisors, LLC
0.01%0.02%#61$3.1M257,109$2.9M248,657+8,452+3.40%Add
EVOKE WEALTH, LLC
0.06%0.05%#29$3.0M256,039$3.0M256,03900.00%Unchanged
Private Advisor Group, LLC
0.01%#64$2.9M237,265$00+237,265New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#114$2.7M219,110$2.1M179,983+39,127+21.74%Add
WHITTIER TRUST CO
0.02%0.03%#49$2.6M211,287$2.4M211,237+50+0.02%Add
PFG Investments, LLC
0.09%0.11%#23$2.4M199,004$2.3M198,332+672+0.34%Add
Southland Equity Partners LLC
0.39%0.41%#7$2.2M184,440$2.1M179,440+5,000+2.79%Add
OneDigital Investment Advisors LLC
0.02%0.02%#55$2.2M177,723$2.0M170,888+6,835+4.00%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#127$2.1M171,666$2.1M179,775-8,109-4.51%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#99$2.0M161,512$414,72235,598+125,914+353.71%Add
DKM Wealth Management, Inc.
1.13%1.2%#1$1.7M142,401$1.7M142,40100.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#103$1.7M138,030$1.7M141,717-3,687-2.60%Reduce
MAI Capital Management
0.01%<0.01%#80$1.4M117,564$453,18538,900+78,664+202.22%Add
Allworth Financial LP
0.01%0.01%#76$1.4M117,152$1.3M113,629+3,523+3.10%Add
WEDBUSH SECURITIES INC
0.04%0.04%#39$1.4M114,662$1.4M123,219-8,557-6.94%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#105$1.3M111,115$1.1M98,477+12,638+12.83%Add
D.A. DAVIDSON & CO.
0.01%0.01%#72$1.2M102,507$1.2M105,292-2,785-2.65%Reduce
Integrated Wealth Concepts LLC
0.01%<0.01%#75$1.2M102,286$449,99638,626+63,660+164.81%Add
SUMMITRY LLC
0.04%#37$1.2M95,654$00+95,654New Buy
New Insight Wealth Advisors
0.34%0.42%#10$1.1M94,160$1.2M99,735-5,575-5.59%Reduce
Mutual Advisors, LLC
0.02%0.02%#54$996,34282,206$827,05070,991+11,215+15.80%Add
Cascade Financial Partners, LLC
0.08%#25$969,04279,954$00+79,954New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#101$968,44879,905$202,00017,368+62,537+360.07%Add
NewEdge Advisors, LLC
<0.01%<0.01%#95$959,03379,128$830,56971,293+7,835+10.99%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#112$945,21577,989$905,49477,724+265+0.34%Add
Creative Planning
<0.01%<0.01%#122$917,18875,676$990,95985,061-9,385-11.03%Reduce
Oder Investment Management, LLC
0.5%0.56%#3$765,22663,137$734,61163,057+80+0.13%Add
Rareview Capital LLC
0.41%0.43%#6$741,01166,339$740,35866,281+58+0.09%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#125$722,66859,626$694,64259,62600.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#100$702,83657,990$668,14857,352+638+1.11%Add
Ascentis Independent Advisors
0.09%0.05%#24$695,84459,729$725,92462,311-2,582-4.14%Reduce
Atala Financial Inc
0.42%0.5%#5$695,50657,385$738,74563,385-6,000-9.47%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#139$639,26952,745$2.7M229,671-176,926-77.03%Reduce
Requisite Capital Management, LLC
0.1%#21$634,55652,058$00+52,058New Buy
Mariner, LLC
<0.01%0.01%#116$628,89851,889$6.2M531,869-479,980-90.24%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#135$611,67250,468$587,96150,469-1-0.00%Reduce
Cetera Investment Advisers
<0.01%<0.01%#121$605,40549,951$568,36648,787+1,164+2.39%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow