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 ↓ |
|---|---|---|---|
| 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% |