ROCKY MOUNTAIN ADVISERS, LLC - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 1 filers reported holding NUVEEN PFD & INCOME TERM FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$94,435
-2.6%
5,5000.0%0.05%
-11.5%
Q2 2023$96,965
+99863.9%
5,5000.0%0.05%0.0%
Q1 2023$97
-4.9%
5,5000.0%0.05%
-8.8%
Q4 2022$102
-99.9%
5,5000.0%0.06%
-56.5%
Q3 2022$101,000
-4.7%
5,5000.0%0.13%0.0%
Q2 2022$106,000
-12.4%
5,5000.0%0.13%
-2.2%
Q1 2022$121,000
-14.8%
5,5000.0%0.13%
-16.8%
Q4 2021$142,000
+4.4%
5,5000.0%0.16%
-3.0%
Q3 2021$136,000
-2.9%
5,5000.0%0.17%
-4.6%
Q2 2021$140,000
+1.4%
5,5000.0%0.17%
-11.2%
Q1 2021$138,000
+2.2%
5,5000.0%0.20%
-12.1%
Q4 2020$135,000
+11.6%
5,5000.0%0.22%
-4.3%
Q3 2020$121,0005,5000.23%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q4 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 530,783$13,062,0002.64%
Wagner Wealth Management, LLC 25,380$625,0000.59%
E&G Advisors, LP 52,325$1,288,0000.40%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 142,142$3,498,0000.24%
IHT Wealth Management, LLC 111,954$2,755,0000.23%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$135,0000.22%
Physician Wealth Advisors, Inc. 24,500$594,0000.20%
Chicago Partners Investment Group LLC 83,138$2,004,0000.19%
GILL CAPITAL PARTNERS, LLC 11,870$292,0000.17%
SIT INVESTMENT ASSOCIATES INC 260,180$6,403,0000.17%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders