NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,680 | -19.3% | 15,021 | -15.7% | 0.02% | -16.0% |
| Q2 2023 | $114,798 | +29.5% | 17,826 | +29.9% | 0.02% | +19.0% |
| Q1 2023 | $88,646 | -8.0% | 13,722 | +6.0% | 0.02% | -8.7% |
| Q4 2022 | $96,404 | +13.4% | 12,940 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $85,000 | -9.6% | 12,867 | +0.3% | 0.02% | -4.2% |
| Q2 2022 | $94,000 | -6.9% | 12,834 | +0.4% | 0.02% | +9.1% |
| Q1 2022 | $101,000 | -12.2% | 12,782 | +1.4% | 0.02% | -15.4% |
| Q4 2021 | $115,000 | 0.0% | 12,609 | +7.2% | 0.03% | +4.0% |
| Q3 2021 | $115,000 | – | 11,767 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Penn Mutual Asset Management | 274,709 | $2,692,000 | 4.26% |
| Bramshill Investments, LLC | 2,859,595 | $28,024,000 | 2.38% |
| Jupiter Wealth Management LLC | 267,702 | $2,623,000 | 1.24% |
| SIT INVESTMENT ASSOCIATES INC | 3,741,016 | $36,662,000 | 0.95% |
| GREATMARK INVESTMENT PARTNERS, INC. | 371,472 | $3,640,000 | 0.68% |
| Accel Wealth Management | 85,042 | $833,000 | 0.54% |
| Shaker Financial Services, LLC | 89,004 | $872,000 | 0.35% |
| Moors & Cabot, Inc. | 523,202 | $5,144,000 | 0.32% |
| All Season Financial Advisors, Inc. | 38,367 | $376,000 | 0.30% |
| EPG Wealth Management LLC | 63,937 | $627,000 | 0.25% |