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 ↓ |
|---|---|---|---|
| GREATMARK INVESTMENT PARTNERS, INC. | 345,668 | $3,381,000 | 1.23% |
| Kovack Advisors, Inc. | 437,510 | $4,279,000 | 1.07% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 197,925 | $1,936,000 | 0.59% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 858,977 | $8,397,000 | 0.58% |
| Patriot Financial Group Insurance Agency, LLC | 50,655 | $489,000 | 0.36% |
| FLAGSHIP HARBOR ADVISORS, LLC | 116,813 | $1,129,000 | 0.34% |
| DOLIVER ADVISORS, LP | 72,027 | $704,000 | 0.31% |
| Bruderman Asset Management, LLC | 103,488 | $1,012,000 | 0.24% |
| Westbourne Investment Advisors, Inc. | 30,300 | $296,000 | 0.24% |
| Geneos Wealth Management Inc. | 264,388 | $2,585,000 | 0.23% |