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JPT
Nuveen Preferred and Income Fund
Delisted
JPT was delisted on the 3rd of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
CAN
26
Cetera Advisor Networks
El Segundo,
California
| – | -$362K | -14,730 | Closed |
|
| 27 |
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$306K | -12,450 | Closed |
|
| 28 |
IWC
28
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$276K | -11,224 | Closed |
|
| 29 |
29
Truist Financial
Charlotte,
North Carolina
| – | -$255K | -10,395 | Closed |
|
| 30 |
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$211K | -8,584 | Closed |
|
| 31 |
HTC
31
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$209K | -8,500 | Closed |
|
| 32 |
MA
32
MKT Advisors
Escondido,
California
| – | -$136K | -5,675 | Closed |
|
| 33 |
SCA
33
Snowden Capital Advisors
New York
| – | -$58K | -2,400 | Closed |
|
| 34 |
CA
34
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -570 | Closed |
|