NPFI Institutional Ownership
Nuveen Preferred and Income
1W: -0.9%
1M: -2.8%
3M: -4.1%
YTD: -3.8%
1Y: -3.4%
$25.00
+0.03 (+0.12%)
Weekly Expected Move ±0.5%
$25
$25
$25
$25
$25
Overview
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Holdings
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Short Interest
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Institutional Ownership — NPFI
23
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
4
New Positions
11
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | 574,054 | 14M | -4,580 | -0.8% | 6Q | SEC ↗ |
| 2 | Astoria Portfolio Advisors LLC. | 182,038 | 5M | +114,481 | +169.5% | 2Q | SEC ↗ |
| 3 | Maia Wealth LLC NEW | 110,372 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CWM, LLC | 83,628 | 2M | +16,511 | +24.6% | 6Q | SEC ↗ |
| 5 | MBL Wealth, LLC | 83,617 | 2M | +70,617 | +543.2% | 2Q | SEC ↗ |
| 6 | LPL Financial LLC | 72,768 | 2M | +26,258 | +56.5% | 2Q | SEC ↗ |
| 7 | Integrated Wealth Concepts LLC | 71,786 | 2M | +9,143 | +14.6% | 4Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 46,183 | 1M | +32,084 | +227.6% | 5Q | SEC ↗ |
| 9 | Krilogy Financial LLC | 38,000 | 950K | -1,300 | -3.3% | 4Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 26,879 | 672K | -4,324 | -13.9% | 3Q | SEC ↗ |
| 11 | Jefferies Financial Group Inc. | 26,870 | 672K | +1,421 | +5.6% | 2Q | SEC ↗ |
| 12 | Buckley Wealth Management, LLC | 20,936 | 523K | +1,000 | +5.0% | 2Q | SEC ↗ |
| 13 | MassMutual Private Wealth & Trust, FSB | 13,496 | 337K | -40 | -0.3% | 3Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 10,744 | 269K | +1,968 | +22.4% | 3Q | SEC ↗ |
| 15 | Arkadios Wealth Advisors | 9,674 | 242K | +1,008 | +11.6% | 2Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 8,975 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 8,655 | 216K | +274 | +3.3% | 2Q | SEC ↗ |
| 18 | Allworth Financial LP | 1,157 | 29K | +11 | +1.0% | 2Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 500 | 12K | — | +0.0% | 5Q | SEC ↗ |
| 20 | UBS Group AG NEW | 357 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 21 | RICHARDSON FINANCIAL SERVICES INC. | 172 | 4K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Truvestments Capital LLC NEW | 141 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 23 | HRT FINANCIAL LP | 0 | 0K | -12,677 | -100.0% | 1Q | SEC ↗ |
| 24 | Centurion Wealth Management LLC | 0 | 0K | -9,598 | -100.0% | 7Q | SEC ↗ |
| 25 | Waverly Advisors, LLC | 0 | 0K | -3,132 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Maia Wealth LLC | 110,372 | 3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,975 | 224K |
| UBS Group AG | 357 | 9K |
| Truvestments Capital LLC | 141 | 4K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 12,677 | 317K |
| Centurion Wealth Management LLC | 9,598 | 240K |
| Waverly Advisors, LLC | 3,132 | 78K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | +114,481 | +169.5% | 182,038 |
| MBL Wealth, LLC | +70,617 | +543.2% | 83,617 |
| JANE STREET GROUP, LLC | +32,084 | +227.6% | 46,183 |
| LPL Financial LLC | +26,258 | +56.5% | 72,768 |
| CWM, LLC | +16,511 | +24.6% | 83,628 |
| Integrated Wealth Concepts LLC | +9,143 | +14.6% | 71,786 |
| MML INVESTORS SERVICES, LLC | +1,968 | +22.4% | 10,744 |
| Jefferies Financial Group Inc. | +1,421 | +5.6% | 26,870 |
| Arkadios Wealth Advisors | +1,008 | +11.6% | 9,674 |
| Buckley Wealth Management, LLC | +1,000 | +5.0% | 20,936 |
| Cambridge Investment Research Advis | +274 | +3.3% | 8,655 |
| Allworth Financial LP | +11 | +1.0% | 1,157 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Berger Financial Group, Inc | -4,580 | -0.8% | 574,054 |
| ENVESTNET ASSET MANAGEMENT INC | -4,324 | -13.9% | 26,879 |
| Krilogy Financial LLC | -1,300 | -3.3% | 38,000 |
| MassMutual Private Wealth & Trust, | -40 | -0.3% | 13,496 |