NUVEEN PFD & INCM SECURTIES's ticker is JPS and the CUSIP is 67072C105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,147 | -3.6% | 85,923 | -0.3% | 0.30% | -2.6% |
| Q2 2023 | $549,973 | -2.1% | 86,203 | -0.9% | 0.30% | +31.7% |
| Q1 2023 | $561,667 | -7.1% | 86,945 | -2.3% | 0.23% | -20.4% |
| Q4 2022 | $604,882 | +5.4% | 88,953 | +4.5% | 0.29% | -5.9% |
| Q3 2022 | $574,000 | -5.6% | 85,098 | +0.1% | 0.31% | -12.0% |
| Q2 2022 | $608,000 | -18.6% | 84,984 | -2.8% | 0.35% | -9.6% |
| Q1 2022 | $747,000 | -12.4% | 87,433 | -0.4% | 0.39% | -7.7% |
| Q4 2021 | $853,000 | +2.4% | 87,752 | +3.2% | 0.42% | -22.3% |
| Q3 2021 | $833,000 | +17.7% | 85,042 | +19.6% | 0.54% | +14.7% |
| Q2 2021 | $708,000 | +110.7% | 71,084 | +105.4% | 0.47% | +72.4% |
| Q1 2021 | $336,000 | +83.6% | 34,608 | +83.9% | 0.27% | +60.0% |
| Q4 2020 | $183,000 | – | 18,822 | – | 0.17% | – |
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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% |