NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,657 | +1.5% | 20,852 | +4.9% | 0.01% | 0.0% |
| Q2 2023 | $126,803 | -6.4% | 19,875 | -5.2% | 0.01% | -15.4% |
| Q1 2023 | $135,499 | -7.2% | 20,975 | -2.3% | 0.01% | -13.3% |
| Q4 2022 | $146,030 | -11.5% | 21,475 | -12.2% | 0.02% | +66.7% |
| Q3 2022 | $165,000 | -9.8% | 24,450 | -1.6% | 0.01% | -18.2% |
| Q2 2022 | $183,000 | -12.4% | 24,850 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $209,000 | +86.6% | 24,850 | +121.9% | 0.01% | -16.7% |
| Q2 2021 | $112,000 | +2.8% | 11,200 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $109,000 | -3.5% | 11,200 | -2.6% | 0.02% | -37.5% |
| Q3 2019 | $113,000 | – | 11,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Penn Mutual Asset Management | 309,650 | $2,601,000 | 3.02% |
| Bramshill Investments, LLC | 2,329,269 | $19,566,000 | 2.71% |
| COMPASS FINANCIAL ADVISORS LLC | 131,652 | $1,106,000 | 1.22% |
| Jupiter Wealth Management LLC | 214,852 | $1,804,000 | 1.13% |
| Shaker Financial Services, LLC | 335,649 | $2,819,000 | 1.06% |
| INTREPID FAMILY OFFICE LLC | 69,900 | $587,000 | 0.96% |
| GREATMARK INVESTMENT PARTNERS, INC. | 540,882 | $4,543,000 | 0.75% |
| SIT INVESTMENT ASSOCIATES INC | 2,817,357 | $23,666,000 | 0.64% |
| Logan Stone Capital, LLC | 102,517 | $861,000 | 0.62% |
| Accel Wealth Management | 87,433 | $747,000 | 0.39% |