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JPT

Nuveen Preferred and Income Fund

Delisted

JPT was delisted on the 3rd of November, 2023.

23 hedge funds and large institutions have $19.9M invested in Nuveen Preferred and Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.6M → $19.9M (+$295K)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.57M -$454K -19,929 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.67M +$229K +10,027 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.08M -$4.56K -200 -0.2%
GIP
4
Greatmark Investment Partners
Georgia
$1.74M +$97.6K +4,279 +6%
Wells Fargo
5
Wells Fargo
California
$1.64M -$53.9K -2,363 -3%
Bank of America
6
Bank of America
North Carolina
$1.4M -$66.8K -2,928 -5%
Stifel Financial
7
Stifel Financial
Missouri
$1.3M +$114K +4,985 +10%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$949K
UBS Group
9
UBS Group
Switzerland
$702K +$33.2K +1,456 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$660K -$27.2K -1,194 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$479K +$476K +20,869 New
SIA
12
Sit Investment Associates
Minnesota
$468K +$465K +20,391 New
RJA
13
Raymond James & Associates
Florida
$461K -$130K -5,712 -22%
WS
14
Wedbush Securities
California
$393K +$47.5K +2,084 +14%
Truist Financial
15
Truist Financial
North Carolina
$346K -$15.2K -666 -4%
CPIG
16
Chicago Partners Investment Group
Illinois
$329K +$2.99K +131 +0.9%
RFM
17
Royal Fund Management
Florida
$233K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$213K -$65.3K -2,865 -24%
SPIA
19
Steward Partners Investment Advisory
New York
$158K +$29.6K +1,300 +23%
APA
20
American Portfolios Advisors
New York
$87.1K
GWM
21
Geneos Wealth Management
Colorado
$19K
EIP
22
Ellis Investment Partners
Pennsylvania
$16K +$182 +8 +1%
TRCT
23
Tower Research Capital (TRC)
New York
$2K +$2.01K +88 New
KWM
24
Kingsview Wealth Management
Oregon
-$549K -24,398 Closed
HTC
25
Haverford Trust Company
Pennsylvania
-$200K -8,900 Closed