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 | $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% | 10,000 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $248,000 | -1.6% | 10,000 | 0.0% | 0.08% | 0.0% |
| Q3 2017 | $252,000 | +2.4% | 10,000 | 0.0% | 0.08% | +3.7% |
| Q2 2017 | $246,000 | +2.1% | 10,000 | 0.0% | 0.08% | -32.8% |
| Q1 2017 | $241,000 | – | 10,000 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Advisory, LLC | 535,600 | $13,824,000 | 2.86% |
| E&G Advisors, LP | 51,725 | $1,335,000 | 0.50% |
| 20/20 Capital Management, Inc. | 40,168 | $1,054,000 | 0.42% |
| IHT Wealth Management, LLC | 126,465 | $3,264,000 | 0.39% |
| Shaker Financial Services, LLC | 17,500 | $452,000 | 0.21% |
| Arlington Capital Management, Inc. | 12,681 | $327,000 | 0.20% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 17,180 | $443,000 | 0.16% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 76,824 | $1,983,000 | 0.16% |
| Chicago Partners Investment Group LLC | 42,088 | $1,077,000 | 0.13% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 21,415 | $553,000 | 0.10% |