BANK OF MONTREAL /CAN/ - NUVEEN PFD & INCOME TERM FD ownership

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%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q2 2023$281,442
+498.8%
15,723
+686.2%
0.00%
Q4 2020$47,000
+4.4%
2,0000.0%0.00%
Q3 2020$45,000
+2.3%
2,0000.0%0.00%
Q2 2020$44,000
+69.2%
2,000
+86.9%
0.00%
Q2 2016$26,000
+4.0%
1,0700.0%0.00%
Q1 2016$25,000
+4.2%
1,0700.0%0.00%
Q4 2015$24,000
+4.3%
1,0700.0%0.00%
Q3 2015$23,0001,0700.00%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 431,555$8,290,0001.90%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 246,511$4,735,0000.33%
E&G Advisors, LP 49,289$947,0000.32%
Claybrook Capital, LLC 18,705$359,0000.21%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 125,768$2,416,0000.17%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$106,0000.13%
Chicago Partners Investment Group LLC 86,183$1,768,0000.13%
GILL CAPITAL PARTNERS, LLC 11,870$261,0000.12%
IHT Wealth Management, LLC 61,094$1,174,0000.10%
Physician Wealth Advisors, Inc. 15,539$325,0000.09%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders