Nuveen Preferred Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | 05/16/2024 | 115.56 K | $717.37 K | 100.00% | 0.06% |
| MATHES COMPANY, INC. | 05/02/2024 | 90.68 K | $652.00 K | -20.02% | 0.04% |
| HUNTINGTON NATIONAL BANK | 05/03/2024 | 1 | $6 | 0.00% | 0.00% |
| SHUFRO ROSE & CO LLC | 05/08/2024 | 0 | $0 | -100.00% | 0.00% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 06/26/2024 | 0 | $0 | -100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 05/01/2024 | 0 | $0 | -100.00% | 0.00% |
| BEACON CAPITAL MANAGEMENT, LLC | 05/16/2024 | 0 | $0 | -100.00% | 0.00% |
Nuveen Preferred institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Nuveen Preferred. The most heavily invested institutionals were:
Baystate Wealth Management LLC: 0
Bartlett & Co. LLC: 0
ADVISOR PARTNERS II, LLC: 166,309
DUBUQUE BANK & TRUST CO: 14,525
Johnson Midwest Financial, LLC: 286
BDO Wealth Advisors, LLC: 0
0.10% of Nuveen Preferred stock is owned by institutional investors.
Institutional investors have bought a total of 8.07 M shares in the last 24 months. This purchase volume represents approximately $57.05 M in transactions.