LIBERTY WEALTH MANAGEMENT LLC - NUVEEN PFD & INCM SECURTIES ownership

NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105. A total of 215 filers reported holding NUVEEN PFD & INCM SECURTIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of NUVEEN PFD & INCM SECURTIES
ValueSharesWeighting
Q3 2020$9,0000.0%1,014
+1.7%
0.01%
-16.7%
Q2 2020$9,000
-35.7%
997
-49.5%
0.01%
-50.0%
Q1 2020$14,000
+133.3%
1,976
+215.2%
0.01%
+140.0%
Q4 2019$6,0000.0%6270.0%0.01%
-16.7%
Q3 2019$6,0000.0%6270.0%0.01%
+20.0%
Q2 2019$6,0006270.01%
Other shareholders
NUVEEN PFD & INCM SECURTIES shareholders Q3 2023
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 309,650$2,601,0003.02%
Bramshill Investments, LLC 2,329,269$19,566,0002.71%
COMPASS FINANCIAL ADVISORS LLC 131,652$1,106,0001.22%
Jupiter Wealth Management LLC 214,852$1,804,0001.13%
Shaker Financial Services, LLC 335,649$2,819,0001.06%
INTREPID FAMILY OFFICE LLC 69,900$587,0000.96%
GREATMARK INVESTMENT PARTNERS, INC. 540,882$4,543,0000.75%
SIT INVESTMENT ASSOCIATES INC 2,817,357$23,666,0000.64%
Logan Stone Capital, LLC 102,517$861,0000.62%
Accel Wealth Management 87,433$747,0000.39%
View complete list of NUVEEN PFD & INCM SECURTIES shareholders