Sugarloaf Wealth Management, LLC - NUVEEN PFD & INCM SECURTIES ownership

NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105. A total of 215 filers reported holding NUVEEN PFD & INCM SECURTIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of NUVEEN PFD & INCM SECURTIES
ValueSharesWeighting
Q1 2023$4,994
-5.0%
7730.0%0.00%0.0%
Q4 2022$5,256
+5.1%
773
+39.5%
0.00%0.0%
Q1 2022$5,0000.0%5540.0%0.00%0.0%
Q4 2021$5,0000.0%5540.0%0.00%0.0%
Q3 2021$5,000
-16.7%
5540.0%0.00%
-50.0%
Q2 2021$6,0000.0%554
-15.3%
0.00%0.0%
Q1 2021$6,0000.0%6540.0%0.00%0.0%
Q4 2020$6,0000.0%6540.0%0.00%0.0%
Q3 2020$6,0000.0%6540.0%0.00%0.0%
Q2 2020$6,000
+20.0%
6540.0%0.00%0.0%
Q1 2020$5,000
-28.6%
6540.0%0.00%
-33.3%
Q4 2019$7,0006540.00%
Other shareholders
NUVEEN PFD & INCM SECURTIES shareholders Q3 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