Castle Rock Wealth Management, LLC - NUVEEN PFD & INCM SECURTIES ownership

NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105. A total of 219 filers reported holding NUVEEN PFD & INCM SECURTIES in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of NUVEEN PFD & INCM SECURTIES
ValueSharesWeighting
Q3 2022$66,000
-48.4%
10,238
-41.9%
0.03%
-49.2%
Q2 2022$128,000
-15.8%
17,607
-8.4%
0.06%
-7.1%
Q1 2022$152,000
-46.9%
19,224
-38.7%
0.07%
-40.2%
Q4 2021$286,000
-12.5%
31,386
-5.7%
0.12%
+4.5%
Q3 2021$327,000
-29.1%
33,268
-27.7%
0.11%
-33.7%
Q2 2021$461,000
-24.9%
46,010
-26.5%
0.17%
-31.6%
Q1 2021$614,000
-6.7%
62,638
-10.9%
0.25%
-9.9%
Q4 2020$658,000
+45.6%
70,331
+39.9%
0.27%
-7.4%
Q3 2020$452,000
+8.4%
50,290
+9.1%
0.30%
+21.3%
Q2 2020$417,000
+191.6%
46,098
+183.7%
0.24%
+25.1%
Q2 2018$143,00016,2480.20%
Other shareholders
NUVEEN PFD & INCM SECURTIES shareholders Q4 2022
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 309,650$3,010,0003.23%
Bramshill Investments, LLC 2,609,991$25,369,0002.48%
Shaker Financial Services, LLC 323,298$3,142,0001.11%
Jupiter Wealth Management LLC 215,202$2,091,0001.08%
COMPASS FINANCIAL ADVISORS LLC 95,092$924,0001.02%
SIT INVESTMENT ASSOCIATES INC 3,863,609$37,554,0000.88%
INTREPID FAMILY OFFICE LLC 69,900$679,0000.77%
GREATMARK INVESTMENT PARTNERS, INC. 370,081$3,597,0000.60%
Lloyd Park, LLC 91,941$894,0000.50%
Accel Wealth Management 87,752$853,0000.42%
View complete list of NUVEEN PFD & INCM SECURTIES shareholders