NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,031 | +1.5% | 56,731 | +4.9% | 0.00% | 0.0% |
| Q2 2023 | $344,941 | -2.8% | 54,066 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $354,944 | +95059.2% | 54,944 | +0.0% | 0.00% | – |
| Q4 2022 | $373 | -99.9% | 54,924 | -5.2% | 0.00% | -100.0% |
| Q3 2022 | $381,000 | -6.6% | 57,917 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $408,000 | -15.2% | 56,249 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $481,000 | -9.8% | 57,315 | +4.5% | 0.00% | 0.0% |
| Q4 2021 | $533,000 | +5.5% | 54,846 | +6.5% | 0.00% | +33.3% |
| Q3 2021 | $505,000 | +3.1% | 51,508 | +4.6% | 0.00% | -25.0% |
| Q2 2021 | $490,000 | +6.1% | 49,224 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $462,000 | -3.3% | 47,569 | -3.3% | 0.00% | -20.0% |
| Q4 2020 | $478,000 | +17.4% | 49,176 | +6.6% | 0.01% | 0.0% |
| Q3 2020 | $407,000 | -22.6% | 46,144 | -25.8% | 0.01% | -28.6% |
| Q2 2020 | $526,000 | +54.3% | 62,209 | +32.4% | 0.01% | +16.7% |
| Q1 2020 | $341,000 | -26.7% | 46,994 | +1.3% | 0.01% | -14.3% |
| Q4 2019 | $465,000 | +6.7% | 46,401 | +4.8% | 0.01% | 0.0% |
| Q3 2019 | $436,000 | +2.1% | 44,287 | -1.4% | 0.01% | -12.5% |
| Q2 2019 | $427,000 | +21.7% | 44,938 | +15.1% | 0.01% | +14.3% |
| Q1 2019 | $351,000 | +2.9% | 39,040 | -5.1% | 0.01% | -12.5% |
| Q4 2018 | $341,000 | -4.5% | 41,145 | +1.4% | 0.01% | +14.3% |
| Q3 2018 | $357,000 | +91.9% | 40,577 | +94.6% | 0.01% | +133.3% |
| Q2 2018 | $186,000 | +56.3% | 20,850 | +72.0% | 0.00% | -40.0% |
| Q1 2018 | $119,000 | -33.1% | 12,123 | -30.7% | 0.01% | -37.5% |
| Q4 2017 | $178,000 | -38.2% | 17,498 | -36.7% | 0.01% | +14.3% |
| Q3 2017 | $288,000 | +24.7% | 27,654 | +24.3% | 0.01% | +16.7% |
| Q2 2017 | $231,000 | +34.3% | 22,243 | +24.3% | 0.01% | +20.0% |
| Q1 2017 | $172,000 | -3.4% | 17,894 | -5.3% | 0.01% | -16.7% |
| Q4 2016 | $178,000 | -76.6% | 18,894 | -76.4% | 0.01% | -80.6% |
| Q3 2016 | $761,000 | +1.1% | 79,954 | +0.6% | 0.03% | +3.3% |
| Q2 2016 | $753,000 | +578.4% | 79,479 | +541.6% | 0.03% | +500.0% |
| Q1 2016 | $111,000 | – | 12,387 | – | 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% |