NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,809 | +18.3% | 89,438 | +22.4% | 0.01% | +25.0% |
| Q2 2023 | $466,306 | -18.4% | 73,092 | -17.4% | 0.01% | -20.0% |
| Q1 2023 | $571,803 | -8.4% | 88,518 | -3.5% | 0.01% | -16.7% |
| Q4 2022 | $623,985 | -11.4% | 91,763 | -14.4% | 0.01% | -20.0% |
| Q3 2022 | $704,000 | -34.1% | 107,146 | -27.3% | 0.02% | -31.8% |
| Q2 2022 | $1,069,000 | +133.4% | 147,293 | +169.9% | 0.02% | +175.0% |
| Q1 2022 | $458,000 | -13.6% | 54,566 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $530,000 | -0.9% | 54,566 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $535,000 | -1.5% | 54,566 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $543,000 | +2.5% | 54,566 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $530,000 | -0.2% | 54,566 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $531,000 | +10.4% | 54,566 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $481,000 | +4.3% | 54,566 | 0.0% | 0.01% | -15.4% |
| Q2 2020 | $461,000 | +16.4% | 54,566 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $396,000 | +10.3% | 54,566 | +52.5% | 0.01% | +44.4% |
| Q4 2019 | $359,000 | +1.7% | 35,789 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $353,000 | +3.8% | 35,789 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $340,000 | +5.6% | 35,789 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $322,000 | +33.6% | 35,789 | +22.8% | 0.01% | +25.0% |
| Q4 2018 | $241,000 | -0.8% | 29,146 | +5.6% | 0.01% | 0.0% |
| Q3 2018 | $243,000 | – | 27,593 | – | 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% |