Golden State Wealth Management, LLC - NUVEEN PFD & INCOME TERM FD ownership

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NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 68 filers reported holding NUVEEN PFD & INCOME TERM FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2020$50,000
+22.0%
2,274
+1.9%
0.02%
-5.6%
Q1 2020$41,000
-24.1%
2,231
+1.6%
0.02%0.0%
Q3 2019$54,000
+5.9%
2,195
+0.9%
0.02%
+12.5%
Q2 2019$51,000
+4.1%
2,176
+0.8%
0.02%0.0%
Q1 2019$49,000–2,158–0.02%–
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Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 641,944$11,022,1861.93%
Atlas Wealth LLC 467,865$8,033,2421.50%
Almitas Capital LLC 111,076$1,907,1750.91%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 386,240$6,631,7380.42%
E&G Advisors, LP 44,977$772,2470.28%
Claybrook Capital, LLC 22,795$391,3900.22%
SIT INVESTMENT ASSOCIATES INC 385,211$6,6140.18%
RIVERNORTH CAPITAL MANAGEMENT, LLC 169,728$2,914,2300.15%
Weiss Asset Management LP 122,783$2,108,1840.12%
GILL CAPITAL PARTNERS, LLC 11,685$200,6310.09%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders