Nuveen Var RT Pref &NPFD
13F holders, Q4 2024 (December 31)42holders −9
2new positions
12sold out
$18.25avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Nuveen Var RT Pref & Inc. (NPFD) in their 13F filings, down 9 from Q3 2024. 2 opened new positions and 12 sold out. The largest holders were Sit Investment Associates Inc. ($35.1M), Morgan Stanley ($32.9M) and Wells Fargo & Company ($13.6M).
- Company
- Nuveen Var RT Pref & Inc.
- CUSIP
- 67080R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.3M |
| Exits | 12 | $14.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,709,143 shares bought and 1,399,022 shares sold, net +310,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Sit Investment Associates Inc. | 0.80% | Add +36.9% | 1,922,761 | $35.1M |
| Morgan Stanley | 0.00% | Reduce -21.9% | 1,804,542 | $32.9M |
| Wells Fargo & Company | 0.00% | Add +433.3% | 744,421 | $13.6M |
| Thomas J. Herzfeld Advisors, Inc. | 3.74% | Add +0.8% | 640,133 | $11.7M |
| UBS Group AG | 0.00% | Add +43.9% | 587,110 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 495,179 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 352,424 | $6.4M |
| Invesco Ltd. | 0.00% | Add +5.0% | 336,885 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -24.5% | 302,247 | $5.5M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 264,454 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | Add +1950.0% | 205,000 | $3.7M |
| Rareview Capital LLC | 2.59% | Add +9.7% | 188,985 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 182,721 | $3.3M |
| Karpus Management, Inc. | 0.09% | Reduce -8.1% | 166,988 | $3.0M |
| Choreo, LLC | 0.02% | Add +27.1% | 94,843 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +9.0% | 88,232 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.2% | 71,782 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 63,965 | $1.2M |
| Seed Wealth Management, Inc. | 0.91% | Reduce -0.8% | 61,600 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 46,427 | $846K |
| Bramshill Investments, LLC | 0.11% | Reduce -1.1% | 39,466 | $719K |
| Wedbush Securities Inc. | 0.02% | Add +6.0% | 25,306 | $461K |
| Catalina Capital Group, LLC | 0.14% | Add +4.2% | 23,548 | $429K |
| Concorde Asset Management, LLC | 0.21% | Add +37.4% | 22,250 | $406K |
| &partners | 0.00% | Add +27.0% | 19,662 | $370K |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 19,850 | $362K |
| Jones Road Capital Management, L.P. | 0.33% | No change | 19,639 | $358K |
| Uhlmann Price Securities, LLC | 0.27% | Add +3.0% | 19,446 | $355K |
| Lido Advisors, LLC | 0.00% | No change | 15,054 | $274K |
| Carnegie Investment Counsel | 0.01% | No change | 12,000 | $219K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 11,767 | $215K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -41.8% | 11,297 | $206K |
| K2 Principal Fund, L.P. | 0.09% | New | 10,000 | $182K |
| Osaic Holdings, Inc. | 0.00% | Add +147.2% | 9,283 | $169K |
| Comerica Bank | 0.00% | Reduce -19.9% | 2,449 | $45K |
| Bank of America Corp. | 0.00% | Add +101.3% | 1,530 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +3.6% | 1,312 | $24K |
| WPG Advisers, LLC | 0.02% | — | 946 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +48.9% | 661 | $12K |
| Venturi Wealth Management, LLC | 0.00% | Add +30.3% | 116 | $2K |
| Cwm, LLC | 0.00% | No change | 112 | $2K |
| Assetmark, Inc. | 0.00% | No change | 44 | $802 |
"% 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.