Steward Partners Investment 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 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
Steward Partners Investment Advisory, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$525,094
+0.1%
30,582
-2.1%
0.01%0.0%
Q2 2023$524,587
-11.4%
31,244
-7.0%
0.01%
-11.1%
Q1 2023$592,157
-5.9%
33,588
-0.8%
0.01%
-18.2%
Q4 2022$629,268
+0.7%
33,868
-0.2%
0.01%
-8.3%
Q3 2022$625,000
-5.9%
33,925
-1.8%
0.01%0.0%
Q2 2022$664,000
-15.5%
34,542
-3.4%
0.01%0.0%
Q1 2022$786,000
-24.1%
35,746
-10.7%
0.01%
-25.0%
Q4 2021$1,036,000
-2.9%
40,038
-7.0%
0.02%
-11.1%
Q3 2021$1,067,000
+0.7%
43,034
+3.5%
0.02%0.0%
Q2 2021$1,060,000
-99.9%
41,573
-16.4%
0.02%
+63.6%
Q1 2021$1,243,748,000
+10364466.7%
49,730
+9846.0%
0.01%
Q4 2020$12,000
+9.1%
5000.0%0.00%
Q3 2020$11,0000.0%5000.0%0.00%
Q2 2020$11,000
-38.9%
500
-50.0%
0.00%
-100.0%
Q1 2020$18,000
-40.0%
1,000
-16.7%
0.00%0.0%
Q4 2019$30,000
+3.4%
1,2000.0%0.00%0.0%
Q3 2019$29,000
+3.6%
1,2000.0%0.00%0.0%
Q2 2019$28,000
-70.5%
1,200
-71.4%
0.00%
-80.0%
Q3 2018$95,0004,2000.01%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 535,600$13,824,0002.86%
E&G Advisors, LP 51,725$1,335,0000.50%
20/20 Capital Management, Inc. 40,168$1,054,0000.42%
IHT Wealth Management, LLC 126,465$3,264,0000.39%
Shaker Financial Services, LLC 17,500$452,0000.21%
Arlington Capital Management, Inc. 12,681$327,0000.20%
ROBINSON CAPITAL MANAGEMENT, LLC 17,180$443,0000.16%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 76,824$1,983,0000.16%
Chicago Partners Investment Group LLC 42,088$1,077,0000.13%
TRUSTCORE FINANCIAL SERVICES, LLC 21,415$553,0000.10%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders