UNITED CAPITAL FINANCIAL ADVISORS, LLC - NUVEEN PFD & INCM SECURTIES ownership

NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105. A total of 215 filers reported holding NUVEEN PFD & INCM SECURTIES in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of NUVEEN PFD & INCM SECURTIES
ValueSharesWeighting
Q3 2022$72,000
-73.8%
10,951
-71.1%
0.00%
-100.0%
Q2 2022$275,000
+2.6%
37,854
+18.7%
0.00%
+100.0%
Q1 2022$268,000
-12.7%
31,896
+1.0%
0.00%0.0%
Q4 2021$307,000
-4.1%
31,579
-3.2%
0.00%
-50.0%
Q3 2021$320,000
-3.9%
32,626
-2.4%
0.00%0.0%
Q2 2021$333,000
-0.9%
33,430
-3.3%
0.00%0.0%
Q1 2021$336,000
+7.3%
34,555
+7.5%
0.00%0.0%
Q4 2020$313,000
+7.2%
32,150
-3.0%
0.00%0.0%
Q3 2020$292,000
+3.9%
33,141
-0.3%
0.00%0.0%
Q2 2020$281,000
-3.4%
33,234
-17.1%
0.00%0.0%
Q1 2020$291,000
-28.1%
40,080
-0.8%
0.00%
-33.3%
Q4 2019$405,000
+1.2%
40,405
-0.5%
0.00%0.0%
Q3 2019$400,000
+5.3%
40,625
+1.6%
0.00%
+50.0%
Q2 2019$380,000
-3.8%
39,975
-8.9%
0.00%
-33.3%
Q1 2019$395,000
-25.5%
43,884
-31.4%
0.00%
-25.0%
Q4 2018$530,000
-69.9%
63,975
-68.0%
0.00%
-66.7%
Q3 2018$1,761,000
-52.1%
200,087
-52.1%
0.01%
-55.6%
Q2 2018$3,678,000
-14.5%
417,527
-5.1%
0.03%
-18.2%
Q1 2018$4,302,000
+3.1%
439,893
+7.6%
0.03%0.0%
Q4 2017$4,171,000
+4.8%
408,914
+6.9%
0.03%
-2.9%
Q3 2017$3,981,000
+8.7%
382,413
+6.9%
0.03%
+3.0%
Q2 2017$3,661,000
+12.9%
357,892
+5.2%
0.03%
+10.0%
Q1 2017$3,244,000
+16.4%
340,072
+13.5%
0.03%
+11.1%
Q4 2016$2,788,000
-3.0%
299,507
-0.1%
0.03%
-3.6%
Q3 2016$2,875,000
+36.9%
299,741
+28.5%
0.03%
+33.3%
Q2 2016$2,100,000
+282.5%
233,286
+282.1%
0.02%
+250.0%
Q1 2016$549,000
-9.4%
61,054
-8.2%
0.01%
-14.3%
Q4 2015$606,000
+1.0%
66,478
-3.0%
0.01%0.0%
Q3 2015$600,000
+9.3%
68,539
+5.7%
0.01%
+16.7%
Q2 2015$549,000
+43.7%
64,841
+57.1%
0.01%
+20.0%
Q1 2015$382,000
-13.2%
41,270
-16.7%
0.01%
+66.7%
Q4 2014$440,000
+123.4%
49,548
+118.9%
0.00%0.0%
Q3 2014$197,00022,6310.00%
Other shareholders
NUVEEN PFD & INCM SECURTIES shareholders Q4 2021
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 309,650$3,010,0003.23%
Bramshill Investments, LLC 2,609,991$25,369,0002.48%
Shaker Financial Services, LLC 323,298$3,142,0001.11%
Jupiter Wealth Management LLC 215,202$2,091,0001.08%
COMPASS FINANCIAL ADVISORS LLC 95,092$924,0001.02%
SIT INVESTMENT ASSOCIATES INC 3,863,609$37,554,0000.88%
INTREPID FAMILY OFFICE LLC 69,900$679,0000.77%
GREATMARK INVESTMENT PARTNERS, INC. 370,081$3,597,0000.60%
Lloyd Park, LLC 91,941$894,0000.50%
Accel Wealth Management 87,752$853,0000.42%
View complete list of NUVEEN PFD & INCM SECURTIES shareholders