Nuveen Preferred SecuritiesXJPIX
13F holders, Q1 2024 (March 31)69holders
$19.29avg. 13F price*
At the end of Q1 2024, 69 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings. The largest holders were Cornerstone Advisory, LLC ($11.1M), Sit Investment Associates Inc. ($11.0M) and Punch & Associates Investment Management, Inc. ($8.4M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.0M |
| Exits | 11 | $3.0M |
Ownership 69 holders
| Cornerstone Advisory, LLC | 1.59% | Reduce -2.8% | 578,537 | $11.1M |
| Sit Investment Associates Inc. | 0.25% | Add +20.8% | 569,228 | $11.0M |
| Punch & Associates Investment Management, Inc. | 0.48% | Reduce -3.7% | 437,719 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 424,060 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 339,616 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 281,054 | $5.4M |
| Almitas Capital LLC | 2.42% | Add +0.1% | 272,937 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 246,306 | $4.7M |
| Rivernorth Capital Management, LLC | 0.22% | Add +3.7% | 236,776 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 199,434 | $3.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 197,543 | $3.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 173,899 | $3.3M |
| UBS Group AG | 0.00% | Reduce -16.6% | 140,265 | $2.7M |
| SageView Advisory Group, LLC | 0.13% | New | 117,921 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -9.6% | 118,473 | $2.3M |
| LPL Financial LLC | 0.00% | Add +6.3% | 114,636 | $2.2M |
| CSS LLC | 0.51% | Add +99.6% | 108,936 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 88,222 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 78,372 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.7% | 76,240 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 66,517 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -20.0% | 64,965 | $1.2M |
| Bulldog Investors, LLP | 0.32% | New | 49,591 | $954K |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 48,694 | $937K |
| Cetera Investment Advisers | 0.00% | Add +207.5% | 45,746 | $880K |
| E&G Advisors, LLC | 0.24% | No change | 40,527 | $780K |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.2% | 36,147 | $695K |
| Westchester Capital Management, LLC | 0.03% | No change | 35,640 | $686K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.6% | 34,436 | $663K |
| Kingswood Wealth Advisors, LLC | 0.07% | No change | 29,320 | $564K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.8% | 27,224 | $524K |
| Guggenheim Capital LLC | 0.00% | Reduce -35.5% | 26,226 | $505K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $441K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.7% | 19,614 | $377K |
| NewEdge Advisors, LLC | 0.00% | Add +28.9% | 17,292 | $333K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.9% | 15,619 | $301K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 15,485 | $298K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 15,539 | $294K |
| Yakira Capital Management, Inc. | 0.10% | New | 14,251 | $274K |
| Curi Capital, LLC | 0.01% | No change | 13,659 | $263K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 12,948 | $249K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 12,033 | $232K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 11,432 | $220K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.7% | 11,336 | $218K |
| Deutsche Bank AG | 0.00% | New | 10,152 | $195K |
| Concord Wealth Partners | 0.03% | Add +1.0% | 9,527 | $183K |
| Beacon Capital Management, LLC | 0.03% | Reduce -0.0% | 8,004 | $154K |
| Comerica Bank | 0.00% | No change | 6,790 | $131K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 3,800 | $73K |
| Hollencrest Capital Management | 0.00% | No change | 3,540 | $68K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,713 | $52K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 2,114 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,025 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 1,430 | $28K |
| Allworth Financial LP | 0.00% | Add +1.6% | 1,192 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 999 | $19K |
| TCTC Holdings, LLC | 0.00% | No change | 800 | $15K |
| CoreCap Advisors, LLC | 0.00% | New | 700 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 647 | $12K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 630 | $12K |
| FNY Investment Advisers, LLC | 0.01% | New | 600 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 500 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 250 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 200 | $4K |
| Chesapeake Asset Management LLC | 0.00% | No change | 200 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
| FMR LLC | 0.00% | New | 3 | $58 |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.