NUVEEN CORPORATE INCOME 2023 (JHAA)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
30
Reporting holders
$14.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Almitas Capital LLC | $3.9M | 413,984 | 1.89% | 4q | HELD |
| MORGAN STANLEY | $2.7M | 287,621 | 0.00% | 19q | -7.7%-$228.5K |
| Relative Value Partners Group, LLC | $1.3M | 132,518 | 0.08% | 5q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $988.2K | 103,580 | 0.05% | 7q | HELD |
| JANE STREET GROUP, LLC | $760.3K | 79,698 | 0.00% | 3q | +94.6%+$369.6K |
| CSS LLC/IL | $755.4K | 79,178 | 0.05% | 6q | -3.7%-$29.1K |
| Gerber Kawasaki Wealth & Investment Management | $478.4K | 50,150 | 0.03% | 17q | -18.0%-$104.9K |
| WELLS FARGO & COMPANY/MN | $430.0K | 45,071 | 0.00% | 20q | -11.1%-$53.4K |
| Atlas Wealth LLC | $366.1K | 38,375 | 0.07% | 4q | HELD |
| Hilltop Holdings Inc. | $306.2K | 32,100 | 0.04% | 6q | +10.3%+$28.6K |
| Moloney Securities Asset Management, LLC | $303.3K | 31,795 | 0.05% | 5q | -8.1%-$26.8K |
| Arlington Capital Management, Inc. | $261.9K | 27,450 | 0.27% | 4q | +0.9%+$2.3K |
| Cypress Wealth Services, LLC | $238.5K | 25,000 | 0.07% | 19q | HELD |
| PINEBRIDGE INVESTMENTS, L.P. | $209.0K | 21,903 | 0.00% | new | NEW |
| Narwhal Capital Management | $195.3K | 20,473 | 0.02% | 9q | -0.9%-$1.8K |
| ROMANO BROTHERS AND COMPANY | $190.8K | 20,000 | 0.03% | 5q | HELD |
| STIFEL FINANCIAL CORP | $188.5K | 19,757 | 0.00% | 6q | -50.7%-$193.5K |
| D.A. DAVIDSON & CO. | $176.5K | 18,500 | 0.00% | 15q | -44.8%-$143.1K |
| Cetera Investment Advisers | $161.0K | 16,879 | 0.00% | 4q | HELD |
| LPL Financial LLC | $160.4K | 16,810 | 0.00% | 12q | +0.6% |
| TRUIST FINANCIAL CORP | $146.9K | 15,400 | 0.00% | 2q | -1.3%-$1.9K |
| DAVIDSON INVESTMENT ADVISORS | $143.1K | 15,000 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $132.9K | 13,928 | 0.00% | 4q | -70.0%-$310.4K |
| RAYMOND JAMES & ASSOCIATES | $110.6K | 11,589 | 0.00% | 2q | +6.1%+$6.4K |
| Geneos Wealth Management Inc. | $47.7K | 5,000 | 0.00% | 4q | HELD |
| Royal Bank of Canada | $10.0K | 1,000 | 0.00% | 19q | -91.9%-$113.3K |
| Koesten, Hirschmann & Crabtree, INC. | $9.5K | 1,000 | 0.01% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $1.3K | 137,060 | 0.04% | 9q | +135.8% |
| JPMORGAN CHASE & CO | $973 | 102 | 0.00% | new | NEW |
| COMERICA BANK | $954 | 100 | 0.00% | new | NEW |
| UBS Group AG | $954 | 100 | 0.00% | 12q | -94.6%-$16.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 30 | $14.7M | 1,544,061 | 5 | 5 | 12 | 0.0% |
| Q2 2023 | 26 | $15.0M | 1,601,270 | 2 | 10 | 9 | 0.0% |
| Q1 2023 | 30 | $14.7M | 1,603,800 | 2 | 9 | 10 | 0.0% |
| Q4 2022 | 29 | $12.0M | 1,326,741 | 8 | 6 | 7 | 0.0% |
| Q3 2022 | 24 | $10.6M | 1,179,468 | 5 | 5 | 5 | 0.0% |
| Q2 2022 | 19 | $9.0M | 1,019,053 | 4 | 3 | 7 | 0.0% |
| Q1 2022 | 20 | $9.3M | 984,380 | 5 | 3 | 5 | 0.0% |
| Q4 2021 | 16 | $10.7M | 1,067,339 | 0 | 9 | 2 | 0.0% |
| Q3 2021 | 17 | $9.0M | 905,690 | 3 | 3 | 7 | 0.0% |
| Q2 2021 | 16 | $9.5M | 952,818 | 2 | 6 | 4 | 0.0% |
| Q1 2021 | 15 | $10.2M | 1,027,104 | 2 | 6 | 3 | 0.0% |
| Q4 2020 | 13 | $9.0M | 941,894 | 3 | 3 | 3 | 0.0% |
| Q3 2020 | 11 | $8.3M | 856,001 | 2 | 2 | 3 | 2.8% |
| Q2 2020 | 10 | $8.8M | 949,509 | 1 | 2 | 2 | 0.0% |
| Q1 2020 | 9 | $7.3M | 888,257 | 2 | 5 | 2 | 0.0% |
| Q4 2019 | 9 | $7.9M | 723,976 | 3 | 2 | 1 | 0.0% |
| Q3 2019 | 8 | $6.5M | 625,161 | 1 | 5 | 0 | 0.0% |
| Q2 2019 | 9 | $6.1M | 597,177 | 4 | 3 | 1 | 0.0% |
| Q1 2019 | 7 | $3.9M | 379,958 | 4 | 1 | 1 | 0.0% |
| Q4 2018 | 5 | $634.0K | 58,340 | 0 | 0 | 0 | 0.0% |