NUVEEN PFD & INCOME 2022 TER (JPT)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
20
Reporting holders
$13.1M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $3.6M | 231,895 | 0.00% | 24q | +31.4%+$869.1K |
| OSAIC HOLDINGS, INC. | $1.5M | 95,354 | 0.00% | 15q | +4.6%+$66.3K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 70,565 | 0.00% | 20q | -8.0%-$96.4K |
| WOLVERINE ASSET MANAGEMENT LLC | $884.4K | 56,334 | 0.01% | 2q | +30.6%+$207.4K |
| ENVESTNET ASSET MANAGEMENT INC | $704.2K | 44,853 | 0.00% | 2q | +13.0%+$80.9K |
| DAVENPORT & Co LLC | $654.7K | 41,700 | 0.00% | 9q | HELD |
| Saba Capital Management, L.P. | $649.3K | 41,356 | 0.02% | new | NEW |
| Woodline Partners LP | $543.4K | 34,614 | 0.01% | 3q | -4.5%-$25.6K |
| WELLS FARGO & COMPANY/MN | $517.2K | 32,943 | 0.00% | 20q | -3.2%-$17.1K |
| UBS Group AG | $464.5K | 29,584 | 0.00% | 20q | HELD |
| STIFEL FINANCIAL CORP | $456.0K | 29,042 | 0.00% | 20q | +24.4%+$89.4K |
| RPO LLC | $430.3K | 27,407 | 0.49% | new | NEW |
| Invesco Ltd. | $384.7K | 24,503 | 0.00% | 3q | -3.2%-$12.7K |
| Thomas J. Herzfeld Advisors, Inc. | $232.5K | 14,807 | 0.09% | 2q | +51.6%+$79.1K |
| CSS LLC/IL | $207.2K | 13,198 | 0.01% | 2q | +16.3%+$29.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $193.6K | 12,333 | 0.00% | new | NEW |
| Logan Stone Capital, LLC | $174.9K | 11,139 | 0.05% | 6q | HELD |
| Chicago Partners Investment Group LLC | $172.0K | 11,552 | 0.01% | 19q | HELD |
| Sea Otter Advisors LLC | $157.0K | 10,000 | 0.09% | 2q | +42.4%+$46.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1K | 196 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $2.6K | 168,009 | 0.07% | 5q | +42.0% |
| Janney Montgomery Scott LLC | $610 | 38,854 | 0.00% | 16q | -3.8% |
| FNY Investment Advisers, LLC | $3 | 200 | 0.00% | 3q | HELD |
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 | 20 | $13.1M | 833,375 | 4 | 8 | 4 | 0.0% |
| Q2 2023 | 19 | $11.3M | 702,365 | 6 | 7 | 4 | 0.0% |
| Q1 2023 | 14 | $9.0M | 552,321 | 3 | 3 | 6 | 0.0% |
| Q4 2022 | 16 | $10.0M | 567,552 | 6 | 5 | 4 | 0.0% |
| Q3 2022 | 18 | $9.8M | 534,819 | 2 | 8 | 5 | 0.0% |
| Q2 2022 | 18 | $9.7M | 511,314 | 3 | 7 | 5 | 0.0% |
| Q1 2022 | 20 | $11.0M | 513,298 | 3 | 2 | 10 | 0.0% |
| Q4 2021 | 31 | $28.9M | 1,176,030 | 3 | 12 | 6 | 0.0% |
| Q3 2021 | 27 | $23.2M | 931,165 | 4 | 11 | 9 | 0.0% |
| Q2 2021 | 25 | $21.6M | 862,756 | 2 | 13 | 4 | 0.0% |
| Q1 2021 | 25 | $22.6M | 923,601 | 3 | 10 | 8 | 0.0% |
| Q4 2020 | 22 | $21.2M | 872,378 | 1 | 12 | 6 | 0.0% |
| Q3 2020 | 23 | $19.9M | 867,945 | 3 | 8 | 7 | 0.0% |
| Q2 2020 | 23 | $19.6M | 872,122 | 2 | 10 | 9 | 0.0% |
| Q1 2020 | 25 | $16.2M | 848,744 | 5 | 12 | 3 | 0.0% |
| Q4 2019 | 25 | $18.6M | 739,166 | 6 | 10 | 6 | 0.0% |
| Q3 2019 | 21 | $16.3M | 670,816 | 1 | 9 | 5 | 0.0% |
| Q2 2019 | 23 | $19.3M | 797,550 | 2 | 10 | 5 | 0.0% |
| Q1 2019 | 24 | $20.1M | 882,260 | 5 | 8 | 6 | 0.0% |
| Q4 2018 | 24 | $18.4M | 885,817 | 0 | 1 | 1 | 0.0% |