| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Nuveen Preferred and Income Term Fund | – | -0.12 | -0.39 | -2.55 | 574.82 mm | 223 | Oct 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 47 |
| Opened positions | 4 |
| Closed positions | 29 |
| Increased positions | 8 |
| Reduced positions | 20 |
| 13F shares | Current |
|---|---|
| Total value | 38.66 bn |
| Total shares | 1.98 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Cornerstone Advisory | 290.26 k | $6.04 bn |
| TFC Truist Financial | 172.72 k | $3.60 bn |
| WFC Wells Fargo & Company | 144.43 k | $3.01 bn |
| Envestnet Asset Management | 144.22 k | $3.00 bn |
| UBS UBS | 137.41 k | $2.86 bn |
| MS Morgan Stanley | 128.47 k | $2.67 bn |
| Raymond James & Associates | 104.14 k | $2.17 bn |
| LPL Financial | 98.93 k | $2.06 bn |
| RY Royal Bank of Canada | 86.19 k | $1.79 bn |
| Chicago Partners Investment | 85.06 k | $1.80 bn |
