Cornerstone Advisory, LLC - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 64 filers reported holding NUVEEN PFD & INCOME TERM FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$11,022,186
+1.9%
641,944
-0.4%
1.93%
+1.4%
Q2 2023$10,820,447
-0.2%
644,457
+4.8%
1.90%
-2.6%
Q1 2023$10,840,276
+15.5%
614,877
+21.7%
1.95%
+5.6%
Q4 2022$9,384,295
+17.9%
505,075
+16.9%
1.85%
+4.1%
Q3 2022$7,959,000
-4.0%
432,129
+0.1%
1.78%
-6.3%
Q2 2022$8,290,000
-18.0%
431,555
-6.2%
1.90%
+23.0%
Q1 2022$10,115,000
-14.3%
459,985
+0.9%
1.54%
-9.1%
Q4 2021$11,801,000
+2.0%
455,983
-2.2%
1.70%
-11.4%
Q3 2021$11,569,000
-3.3%
466,477
-0.6%
1.92%
-5.0%
Q2 2021$11,965,000
+1.8%
469,219
-0.2%
2.02%
-9.4%
Q1 2021$11,758,000
-10.0%
470,125
-11.4%
2.22%
-15.8%
Q4 2020$13,062,000
+3.6%
530,783
-7.5%
2.64%
-10.2%
Q3 2020$12,614,000
-14.5%
573,892
-11.9%
2.94%
-23.6%
Q2 2020$14,761,000
+39.4%
651,719
+12.0%
3.85%
+19.6%
Q1 2020$10,589,000
-23.4%
581,763
+8.6%
3.22%
+12.5%
Q4 2019$13,824,000
-1.8%
535,600
-5.9%
2.86%
-5.7%
Q3 2019$14,072,000
+5.2%
569,031
+0.7%
3.04%
+4.7%
Q2 2019$13,376,000
+4.6%
564,880
-0.7%
2.90%
+3.1%
Q1 2019$12,785,000
+17.7%
568,727
+5.9%
2.81%
-1.3%
Q4 2018$10,863,000
+39.8%
537,259
+56.9%
2.85%
+23.7%
Q3 2018$7,772,000
+32.8%
342,375
+35.3%
2.30%
+19.6%
Q2 2018$5,852,000
+2369.2%
253,018
+2430.2%
1.93%
+2165.9%
Q1 2018$237,000
-4.4%
10,0000.0%0.08%0.0%
Q4 2017$248,000
-1.6%
10,0000.0%0.08%0.0%
Q3 2017$252,000
+2.4%
10,0000.0%0.08%
+3.7%
Q2 2017$246,000
+2.1%
10,0000.0%0.08%
-32.8%
Q1 2017$241,00010,0000.12%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2021
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 530,783$13,062,0002.64%
Wagner Wealth Management, LLC 25,380$625,0000.59%
E&G Advisors, LP 52,325$1,288,0000.40%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 142,142$3,498,0000.24%
IHT Wealth Management, LLC 111,954$2,755,0000.23%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$135,0000.22%
Physician Wealth Advisors, Inc. 24,500$594,0000.20%
Chicago Partners Investment Group LLC 83,138$2,004,0000.19%
GILL CAPITAL PARTNERS, LLC 11,870$292,0000.17%
SIT INVESTMENT ASSOCIATES INC 260,180$6,403,0000.17%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders