NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,000 | -4.4% | 100,000 | 0.0% | 0.98% | -19.4% |
| Q2 2023 | $638,000 | -1.2% | 100,000 | 0.0% | 1.21% | -14.3% |
| Q1 2023 | $646,000 | +26.7% | 100,000 | +33.3% | 1.42% | +10.7% |
| Q4 2022 | $510,000 | +10.9% | 75,000 | +7.1% | 1.28% | -8.1% |
| Q3 2022 | $460,000 | -9.4% | 70,000 | 0.0% | 1.39% | +6.1% |
| Q2 2022 | $508,000 | -13.5% | 70,000 | +0.1% | 1.31% | +36.8% |
| Q1 2022 | $587,000 | -13.5% | 69,900 | 0.0% | 0.96% | +23.9% |
| Q4 2021 | $679,000 | – | 69,900 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 345,668 | $3,381,000 | 1.23% |
| Kovack Advisors, Inc. | 437,510 | $4,279,000 | 1.07% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 197,925 | $1,936,000 | 0.59% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 858,977 | $8,397,000 | 0.58% |
| Patriot Financial Group Insurance Agency, LLC | 50,655 | $489,000 | 0.36% |
| FLAGSHIP HARBOR ADVISORS, LLC | 116,813 | $1,129,000 | 0.34% |
| DOLIVER ADVISORS, LP | 72,027 | $704,000 | 0.31% |
| Bruderman Asset Management, LLC | 103,488 | $1,012,000 | 0.24% |
| Westbourne Investment Advisors, Inc. | 30,300 | $296,000 | 0.24% |
| Geneos Wealth Management Inc. | 264,388 | $2,585,000 | 0.23% |