IHT Wealth Management, LLC - NUVEEN PFD & INCOME TERM FD ownership

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
IHT Wealth Management, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$328,170
-19.7%
19,113
-21.5%
0.02%
-19.0%
Q2 2023$408,603
-8.0%
24,336
-3.4%
0.02%
-16.0%
Q1 2023$444,367
-27.0%
25,205
-23.0%
0.02%
-34.2%
Q4 2022$608,514
-47.9%
32,751
-48.4%
0.04%
-57.3%
Q3 2022$1,169,000
-0.4%
63,459
+3.9%
0.09%
-13.6%
Q2 2022$1,174,000
-11.6%
61,094
+1.2%
0.10%
+2.0%
Q1 2022$1,328,000
+4.5%
60,375
+22.9%
0.10%
+7.4%
Q4 2021$1,271,000
+24.6%
49,108
+19.4%
0.09%
+13.3%
Q3 2021$1,020,000
-59.0%
41,113
-57.9%
0.08%
-47.5%
Q2 2021$2,488,000
+1.0%
97,572
-0.9%
0.16%
-10.7%
Q1 2021$2,463,000
-10.6%
98,490
-12.0%
0.18%
-22.7%
Q4 2020$2,755,000
+2.1%
111,954
-8.8%
0.23%
-15.5%
Q3 2020$2,698,000
+115.7%
122,753
+122.3%
0.27%
+58.5%
Q2 2020$1,251,000
-44.4%
55,221
-55.4%
0.17%
-47.2%
Q1 2020$2,251,000
-31.0%
123,679
-2.2%
0.32%
-16.1%
Q4 2019$3,264,000
+4.9%
126,465
+0.5%
0.39%
-8.7%
Q3 2019$3,111,000
+14.0%
125,795
+9.2%
0.42%
+6.8%
Q2 2019$2,728,000
+9.1%
115,149
+3.6%
0.40%
-5.0%
Q1 2019$2,500,000
+18.3%
111,191
+6.3%
0.42%
+2.5%
Q4 2018$2,114,000
+6946.7%
104,556
+8158.8%
0.41%
+4987.5%
Q1 2018$30,000
-3.2%
1,266
+1.9%
0.01%0.0%
Q4 2017$31,0001,2430.01%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 641,944$11,022,1861.93%
Atlas Wealth LLC 467,865$8,033,2421.50%
Almitas Capital LLC 111,076$1,907,1750.91%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 386,240$6,631,7380.42%
E&G Advisors, LP 44,977$772,2470.28%
Claybrook Capital, LLC 22,795$391,3900.22%
SIT INVESTMENT ASSOCIATES INC 385,211$6,6140.18%
RIVERNORTH CAPITAL MANAGEMENT, LLC 169,728$2,914,2300.15%
Weiss Asset Management LP 122,783$2,108,1840.12%
GILL CAPITAL PARTNERS, LLC 11,685$200,6310.09%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders