NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 65 filers reported holding NUVEEN PFD & INCOME TERM FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,390 | +2.3% | 22,795 | 0.0% | 0.22% | +9.8% |
| Q2 2023 | $382,728 | -4.8% | 22,795 | 0.0% | 0.20% | -9.3% |
| Q1 2023 | $401,876 | +2.8% | 22,795 | +8.3% | 0.22% | -6.2% |
| Q4 2022 | $391,109 | +13.4% | 21,050 | +12.5% | 0.24% | +9.6% |
| Q3 2022 | $345,000 | -3.9% | 18,705 | 0.0% | 0.22% | +3.3% |
| Q2 2022 | $359,000 | – | 18,705 | – | 0.21% | – |
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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% |