Wela Strategies, Inc. - NUVEEN PFD & INCM SECURTIES ownership

Quarter-by-quarter ownership
Wela Strategies, Inc. ownership history of NUVEEN PFD & INCM SECURTIES
ValueSharesWeighting
Q3 2023$898,909
+6.9%
145,690
+11.9%
0.54%
+19.3%
Q1 2023$840,914
+94918.5%
130,173
+0.0%
0.45%
-9.5%
Q4 2022$885
-99.9%
130,141
+7.9%
0.50%
-7.3%
Q3 2022$792,000120,6110.54%
Other shareholders
NUVEEN PFD & INCM SECURTIES shareholders Q4 2023
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