TRUIST FINANCIAL CORP - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 60 filers reported holding NUVEEN PFD & INCOME TERM FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TRUIST FINANCIAL CORP ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$7,134,233
+33.6%
415,506
+30.7%
0.01%
+33.3%
Q2 2023$5,338,622
-5.3%
317,964
-0.6%
0.01%
-10.0%
Q1 2023$5,637,583
+0.7%
319,772
+6.1%
0.01%0.0%
Q4 2022$5,599,305
+59.0%
301,362
+57.6%
0.01%
+42.9%
Q3 2022$3,522,000
-1.5%
191,229
+2.7%
0.01%0.0%
Q2 2022$3,576,000
-16.5%
186,130
-4.5%
0.01%0.0%
Q1 2022$4,285,000
-16.7%
194,849
-2.0%
0.01%
-12.5%
Q4 2021$5,143,000
+88.5%
198,728
+80.6%
0.01%
+100.0%
Q3 2021$2,729,000
+62.3%
110,028
+66.9%
0.00%
+33.3%
Q2 2021$1,681,000
-30.8%
65,906
-32.2%
0.00%
-25.0%
Q1 2021$2,430,000
+2.1%
97,180
+0.5%
0.00%
-20.0%
Q4 2020$2,381,000
+7.4%
96,736
-4.1%
0.01%0.0%
Q3 2020$2,216,000
-5.6%
100,836
-2.7%
0.01%0.0%
Q2 2020$2,348,000
+21.9%
103,665
-2.1%
0.01%0.0%
Q1 2020$1,926,000
-38.0%
105,872
-12.0%
0.01%
-16.7%
Q4 2019$3,106,000120,3690.01%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2022
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 535,600$13,824,0002.86%
E&G Advisors, LP 51,725$1,335,0000.50%
20/20 Capital Management, Inc. 40,168$1,054,0000.42%
IHT Wealth Management, LLC 126,465$3,264,0000.39%
Shaker Financial Services, LLC 17,500$452,0000.21%
Arlington Capital Management, Inc. 12,681$327,0000.20%
ROBINSON CAPITAL MANAGEMENT, LLC 17,180$443,0000.16%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 76,824$1,983,0000.16%
Chicago Partners Investment Group LLC 42,088$1,077,0000.13%
TRUSTCORE FINANCIAL SERVICES, LLC 21,415$553,0000.10%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders