Concord Wealth Partners - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 65 filers reported holding NUVEEN PFD & INCOME TERM FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$158,278
+4.0%
9,218
+1.7%
0.03%
+3.0%
Q2 2023$152,172
-3.0%
9,063
+1.8%
0.03%
-26.7%
Q1 2023$156,884
-4.0%
8,899
+1.2%
0.04%
-8.2%
Q4 2022$163,425
+1.5%
8,796
+4.8%
0.05%
+11.4%
Q2 2022$161,000
-11.0%
8,395
+1.9%
0.04%
-6.4%
Q1 2022$181,000
-14.2%
8,242
+1.1%
0.05%
-9.6%
Q4 2021$211,0008,1500.05%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 530,783$13,062,0002.64%
Wagner Wealth Management, LLC 25,380$625,0000.59%
E&G Advisors, LP 52,325$1,288,0000.40%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 142,142$3,498,0000.24%
IHT Wealth Management, LLC 111,954$2,755,0000.23%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$135,0000.22%
Physician Wealth Advisors, Inc. 24,500$594,0000.20%
Chicago Partners Investment Group LLC 83,138$2,004,0000.19%
GILL CAPITAL PARTNERS, LLC 11,870$292,0000.17%
SIT INVESTMENT ASSOCIATES INC 260,180$6,403,0000.17%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders