NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,499 | -3.3% | 30,875 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $196,983 | -1.2% | 30,875 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $199,453 | -10.6% | 30,875 | -5.9% | 0.02% | -15.8% |
| Q4 2022 | $223,210 | +3.3% | 32,825 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $216,000 | -9.2% | 32,825 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $238,000 | -29.8% | 32,825 | -18.6% | 0.02% | -19.2% |
| Q1 2022 | $339,000 | -17.7% | 40,325 | -4.9% | 0.03% | -13.3% |
| Q4 2021 | $412,000 | +25.2% | 42,425 | +26.5% | 0.03% | +15.4% |
| Q3 2021 | $329,000 | -1.5% | 33,550 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $334,000 | -2.3% | 33,550 | -4.6% | 0.03% | -7.1% |
| Q1 2021 | $342,000 | +173.6% | 35,150 | +174.6% | 0.03% | +154.5% |
| Q4 2020 | $125,000 | – | 12,800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Penn Mutual Asset Management | 274,709 | $2,692,000 | 4.26% |
| Bramshill Investments, LLC | 2,859,595 | $28,024,000 | 2.38% |
| Jupiter Wealth Management LLC | 267,702 | $2,623,000 | 1.24% |
| SIT INVESTMENT ASSOCIATES INC | 3,741,016 | $36,662,000 | 0.95% |
| GREATMARK INVESTMENT PARTNERS, INC. | 371,472 | $3,640,000 | 0.68% |
| Accel Wealth Management | 85,042 | $833,000 | 0.54% |
| Shaker Financial Services, LLC | 89,004 | $872,000 | 0.35% |
| Moors & Cabot, Inc. | 523,202 | $5,144,000 | 0.32% |
| All Season Financial Advisors, Inc. | 38,367 | $376,000 | 0.30% |
| EPG Wealth Management LLC | 63,937 | $627,000 | 0.25% |