Nuveen Preferred Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/15/2023 | 231.90 K | $3.64 M | 31.36% | 4.21% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2023 | 168.01 K | $2.64 M | 42.01% | 3.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2023 | 95.35 K | $1.50 M | 4.63% | 1.73% |
| BANK OF AMERICA CORP /DE/ | 11/14/2023 | 70.57 K | $1.11 M | -8.01% | 1.28% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/13/2023 | 56.33 K | $884.44 K | 30.64% | 1.02% |
| ENVESTNET ASSET MANAGEMENT INC | 11/13/2023 | 44.85 K | $704.20 K | 12.98% | 0.81% |
| DAVENPORT & CO LLC | 10/17/2023 | 41.70 K | $654.69 K | 0.00% | 0.76% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2023 | 41.36 K | $649.29 K | 100.00% | 0.75% |
| JANNEY MONTGOMERY SCOTT LLC | 11/08/2023 | 38.85 K | $610.00 K | -3.78% | 0.71% |
| WOODLINE PARTNERS LP | 11/14/2023 | 34.61 K | $543.44 K | -4.49% | 0.63% |
| WELLS FARGO & COMPANY/MN | 11/13/2023 | 32.94 K | $517.20 K | -3.21% | 0.60% |
| UBS GROUP AG | 11/09/2023 | 29.58 K | $464.47 K | 0.00% | 0.54% |
| STIFEL FINANCIAL CORP | 11/13/2023 | 29.04 K | $455.96 K | 24.39% | 0.53% |
| RPO LLC | 11/06/2023 | 27.41 K | $430.29 K | 100.00% | 0.50% |
| INVESCO LTD. | 11/13/2023 | 24.50 K | $384.70 K | -3.20% | 0.44% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/13/2023 | 14.81 K | $232.47 K | 51.62% | 0.27% |
| CSS LLC/IL | 11/14/2023 | 13.20 K | $207.21 K | 16.27% | 0.24% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2023 | 12.33 K | $193.63 K | 100.00% | 0.22% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/26/2023 | 11.55 K | $171.95 K | 0.15% | 0.21% |
| LOGAN STONE CAPITAL, LLC | 11/14/2023 | 11.14 K | $174.88 K | 0.00% | 0.20% |
| SEA OTTER ADVISORS LLC | 11/14/2023 | 10.00 K | $157.00 K | 42.41% | 0.18% |
| FNY INVESTMENT ADVISERS, LLC | 10/10/2023 | 200 | $3.00 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2023 | 196 | $3.08 K | 100.00% | 0.00% |
| US BANCORP \DE\ | 11/03/2023 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
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Nuveen Preferred institutional Ownership - FAQ's
During the previous two years, 7 institutional investors and hedge funds held shares of Nuveen Preferred. The most heavily invested institutionals were:
American Portfolios Advisors: 3,400
NEXT Financial Group, Inc: 0
LADENBURG THALMANN FINANCIAL SERVICES INC.: 93,906
Advisor Group, Inc.: 1,000
BB&T SECURITIES, LLC: 15,222
BB&T INVESTMENT SERVICES, INC.: 1,544
18.88% of Nuveen Preferred stock is owned by institutional investors.
Institutional investors have bought a total of 127.61 K shares in the last 24 months. This purchase volume represents approximately $2.30 M in transactions.