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 | $893,913 | +273.2% | 52,063 | +265.0% | 0.00% | – |
| Q2 2023 | $239,502 | -6.9% | 14,264 | -2.2% | 0.00% | – |
| Q1 2023 | $257,185 | +12.1% | 14,587 | +18.2% | 0.00% | – |
| Q4 2022 | $229,432 | -52.9% | 12,345 | -53.3% | 0.00% | -100.0% |
| Q3 2022 | $487,000 | +4.7% | 26,426 | +9.2% | 0.00% | 0.0% |
| Q2 2022 | $465,000 | -9.4% | 24,190 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $513,000 | -18.2% | 23,329 | -3.6% | 0.00% | 0.0% |
| Q4 2021 | $627,000 | +21.0% | 24,193 | +16.0% | 0.00% | 0.0% |
| Q3 2021 | $518,000 | -1.7% | 20,849 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $527,000 | +4.2% | 20,645 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $506,000 | +14.0% | 20,241 | +12.2% | 0.00% | 0.0% |
| Q4 2020 | $444,000 | +11.3% | 18,041 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $399,000 | +31.7% | 18,138 | +35.4% | 0.00% | 0.0% |
| Q2 2020 | $303,000 | +10.6% | 13,394 | -11.2% | 0.00% | 0.0% |
| Q1 2020 | $274,000 | – | 15,084 | – | 0.00% | – |
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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% |