LPL Financial
NSL

LPL Financial’s NUVEEN SENIOR INCM FD NSL Stock Holding History

LPL Financial’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-188,776
Closed -$865K – 4847
2023
Q2 		$865K Buy
188,776
+69,726
+59% +$318K ﹤0.01% 2964
2023
Q1 		$549K Sell
119,050
-630
-0.5% -$3.01K ﹤0.01% 3245
2022
Q4 		$549K Buy
119,680
+12,203
+11% +$57.4K ﹤0.01% 3168
2022
Q3 		$502K Buy
107,477
+275
+0.3% +$1.36K ﹤0.01% 3152
2022
Q2 		$513K Buy
107,202
+201
+0.2% +$1.04K ﹤0.01% 3176
2022
Q1 		$607K Buy
107,001
+38,046
+55% +$219K ﹤0.01% 3042
2021
Q4 		$407K Buy
68,955
+29,264
+74% +$174K ﹤0.01% 3453
2021
Q3 		$232K Buy
39,691
+8,100
+26% +$47.1K ﹤0.01% 3852
2021
Q2 		$187K Buy
31,591
+4,049
+15% +$23.1K ﹤0.01% 3922
2021
Q1 		$155K Buy
27,542
+6,624
+32% +$36.3K ﹤0.01% 3840
2020
Q4 		$109K Buy
20,918
+1,246
+6% +$6.2K ﹤0.01% 3666
2020
Q3 		$95K Sell
19,672
-9,655
-33% -$46.5K ﹤0.01% 3377
2020
Q2 		$138K Sell
29,327
-4,750
-14% -$21.7K ﹤0.01% 3232
2020
Q1 		$151K Buy
34,077
+264
+0.8% +$1.45K ﹤0.01% 2896
2019
Q4 		$202K Buy
33,813
+19,511
+136% +$112K ﹤0.01% 3097
2019
Q3 		$83K Sell
14,302
-11,072
-44% -$64K ﹤0.01% 3167
2019
Q2 		$150K Sell
25,374
-3,210
-11% -$18.9K ﹤0.01% 3097
2019
Q1 		$166K Sell
28,584
-1,041
-4% -$6.07K ﹤0.01% 2996
2018
Q4 		$163K Sell
29,625
-23,183
-44% -$136K ﹤0.01% 2869
2018
Q3 		$325K Sell
52,808
-12,597
-19% -$77.4K ﹤0.01% 2613
2018
Q2 		$407K Buy
65,405
+46
+0.1% +$299 ﹤0.01% 2378
2018
Q1 		$428K Buy
65,359
+12,435
+23% +$80.3K ﹤0.01% 2294
2017
Q4 		$345K Sell
52,924
-4,710
-8% -$31.1K ﹤0.01% 2369
2017
Q3 		$386K Sell
57,634
-19,318
-25% -$129K ﹤0.01% 2149
2017
Q2 		$525K Buy
+76,952
New +$530K ﹤0.01% 1840
2017
Q1 		– Sell
-203,899
Closed -$1.4M – 2830
2016
Q4 		$1.4M Buy
203,899
+22,276
+12% +$146K 0.01% 1008
2016
Q3 		$1.18M Buy
181,623
+59,954
+49% +$374K 0.01% 1070
2016
Q2 		$739K Sell
121,669
-78,439
-39% -$469K 0.01% 1378
2016
Q1 		$1.16M Sell
200,108
-313
-0.2% -$1.74K ﹤0.01% 1573
2015
Q4 		$1.15M Buy
200,421
+76,999
+62% +$444K ﹤0.01% 1571
2015
Q3 		$720K Sell
123,422
-1,147
-0.9% -$7.1K ﹤0.01% 1494
2015
Q2 		$812K Sell
124,569
-1,576
-1% -$10.5K ﹤0.01% 1515
2015
Q1 		$844K Sell
126,145
-21,088
-14% -$139K ﹤0.01% 1482
2014
Q4 		$964K Buy
147,233
+14,152
+11% +$93.7K 0.01% 1334
2014
Q3 		$889K Sell
133,081
-1,581
-1% -$10.9K 0.01% 1358
2014
Q2 		$949K Sell
134,662
-2,552
-2% -$17.9K 0.01% 1361
2014
Q1 		$982K Buy
137,214
+7,137
+5% +$51.2K 0.01% 1280
2013
Q4 		$927K Buy
130,077
+5,228
+4% +$36.9K 0.01% 1283
2013
Q3 		$875K Buy
124,849
+1,881
+2% +$13.6K 0.01% 1274
2013
Q2 		$933K Buy
+122,968
New +$969K 0.01% 1169

Other funds holding NSL

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's NSL Position: Q3 2023 in Review

LPL Financial sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 188,776 shares — an estimated $865K sold.

LPL Financial first reported a position in NSL in Q2 2013 and held it in 40 quarters. The position peaked at $1.4M in Q4 2016. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

  • LPL Financial reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 188,776 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $865K.
  • LPL Financial first reported a position in NUVEEN SENIOR INCM FD in Q2 2013 and held it in 40 quarters.
  • LPL Financial's NUVEEN SENIOR INCM FD position peaked at $1.4M in Q4 2016.
  • 2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.