NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 68 filers reported holding NUVEEN PFD & INCOME TERM FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $194,691 | -10.0% | 11,339 | -2.6% | 0.01% | -45.5% |
| Q4 2022 | $216,219 | -6.8% | 11,637 | -7.5% | 0.01% | -15.4% |
| Q3 2022 | $232,000 | +4.5% | 12,583 | +9.0% | 0.01% | 0.0% |
| Q2 2022 | $222,000 | -22.1% | 11,539 | -11.0% | 0.01% | -7.1% |
| Q1 2022 | $285,000 | -28.2% | 12,960 | -15.6% | 0.01% | -26.3% |
| Q4 2021 | $397,000 | +4.5% | 15,350 | +0.2% | 0.02% | -9.5% |
| Q3 2021 | $380,000 | -2.6% | 15,326 | +0.1% | 0.02% | -12.5% |
| Q2 2021 | $390,000 | +2.1% | 15,309 | +0.2% | 0.02% | -11.1% |
| Q1 2021 | $382,000 | -3.5% | 15,284 | -6.0% | 0.03% | -6.9% |
| Q4 2020 | $396,000 | -99.9% | 16,254 | +0.2% | 0.03% | -6.5% |
| Q3 2020 | $357,000,000 | – | 16,229 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Advisory, LLC | 530,783 | $13,062,000 | 2.64% |
| Wagner Wealth Management, LLC | 25,380 | $625,000 | 0.59% |
| E&G Advisors, LP | 52,325 | $1,288,000 | 0.40% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 142,142 | $3,498,000 | 0.24% |
| IHT Wealth Management, LLC | 111,954 | $2,755,000 | 0.23% |
| ROCKY MOUNTAIN ADVISERS, LLC | 5,500 | $135,000 | 0.22% |
| Physician Wealth Advisors, Inc. | 24,500 | $594,000 | 0.20% |
| Chicago Partners Investment Group LLC | 83,138 | $2,004,000 | 0.19% |
| GILL CAPITAL PARTNERS, LLC | 11,870 | $292,000 | 0.17% |
| SIT INVESTMENT ASSOCIATES INC | 260,180 | $6,403,000 | 0.17% |