Nuveen Var RT Pref &NPFD

13F holders, Q2 2024 (June 30)
43holders +1
5new positions
5sold out
$18.37avg. 13F price*

At the end of Q2 2024, 43 institutions reported holding Nuveen Var RT Pref & Inc. (NPFD) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($45.2M), Saba Capital Management, L.P. ($28.7M) and Sit Investment Associates Inc. ($24.1M).

Company
Nuveen Var RT Pref & Inc.
CUSIP
67080R102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 42Q1 2024Q2 2024: 43Q2 2024Q3 2024: 51Q3 2024Q4 2024: 42Q4 2024Q1 2025: 46Q1 2025Q2 2025: 43Q2 2025Q3 2025: 45Q3 2025Q4 2025: 48Q4 2025Q1 2026: 56Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions5$10.6M
Exits5$1.8M

All 13F filers, Q1 2024 → Q2 2024: 1,699,382 shares bought and 697,110 shares sold, net +1,002,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Morgan Stanley 0.00% Reduce -7.9% 2,460,452 $45.2M
Saba Capital Management, L.P. 0.64% Add +11.8% 1,564,064 $28.7M
Sit Investment Associates Inc. 0.55% Add +8.6% 1,310,011 $24.1M
Thomas J. Herzfeld Advisors, Inc. 3.81% Add +263.7% 590,664 $10.9M
Atlas Wealth LLC 1.65% New 509,032 $9.4M
UBS Group AG 0.00% Add +12.7% 420,702 $7.7M
Pathstone Holdings, LLC 0.03% Add +39.2% 412,465 $7.6M
Invesco Ltd. 0.00% Reduce -10.0% 304,747 $5.6M
Royal Bank of Canada 0.00% Add +57.0% 289,694 $5.3M
Envestnet Asset Management Inc. 0.00% Add +39.6% 286,219 $5.3M
Karpus Management, Inc. 0.09% Reduce -7.5% 183,433 $3.4M
Stifel Financial Corp. 0.00% Add +9.6% 159,880 $2.9M
Wells Fargo & Company 0.00% Reduce -8.1% 147,469 $2.7M
First Trust Advisors LP 0.00% Add +24.6% 77,223 $1.4M
Matisse Capital 0.66% No change 72,395 $1.3M
Choreo, LLC 0.02% Add +33.0% 64,845 $1.2M
Sanctuary Advisors, LLC 0.01% — 68,131 $1.2M
Corrado Advisors, LLC 0.74% Reduce -1.6% 62,293 $1.1M
Seed Wealth Management, Inc. 0.99% Add +4.2% 62,100 $1.1M
Rareview Capital LLC 0.73% Add +2.6% 41,519 $763K
Commonwealth Equity Services, LLC 0.00% New 33,104 $608K
Rivernorth Capital Management, LLC 0.03% Reduce -90.9% 31,920 $587K
Blue Bell Private Wealth Management, LLC 0.12% Add +59.7% 31,670 $582K
HighTower Advisors, LLC 0.00% Reduce -3.5% 27,360 $501K
Wedbush Securities Inc. 0.01% Add +14.8% 20,412 $375K
Jones Road Capital Management, L.P. 0.38% No change 19,223 $353K
&partners 0.01% Add +62.1% 18,018 $331K
Catalina Capital Group, LLC 0.12% Add +17.6% 17,171 $316K
Cetera Investment Advisers 0.00% Add +3.1% 13,859 $255K
B. Riley Wealth Advisors, Inc. 0.01% New 13,625 $253K
Oppenheimer & Co. Inc. 0.00% No change 13,350 $245K
Carnegie Investment Counsel 0.01% No change 12,000 $221K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 11,767 $216K
Lido Advisors, LLC 0.00% No change 11,608 $215K
Concorde Asset Management, LLC 0.13% New 11,600 $213K
Nomura Holdings Inc. 0.00% New 10,852 $199K
Comerica Bank 0.00% Reduce -6.3% 2,985 $55K
Osaic Holdings, Inc. 0.00% Add +271.1% 2,464 $45K
Steward Partners Investment Advisory, LLC 0.00% Reduce -75.4% 1,308 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +2.1% 1,233 $23K
Bessemer Group Inc. 0.00% Add +3.4% 741 $14K
Colonial Trust Co / SC 0.00% No change 750 $14K
Assetmark, Inc. 0.00% No change 44 $809

"% of holder's portfolio" is NPFD's weight in each manager's 13F, not the share of Nuveen Var RT Pref & Inc. the manager owns.