Nuveen Preferred SecuritiesXJPIX
13F holders, Q2 2024 (June 30)71holders +2
9new positions
9sold out
$19.46avg. 13F price*
At the end of Q2 2024, 71 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings, up 2 from Q1 2024. 9 opened new positions and 9 sold out. The largest holders were Atlas Wealth LLC ($12.1M), Sit Investment Associates Inc. ($10.3M) and Cornerstone Advisory, LLC ($10.1M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $14.5M |
| Exits | 9 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,403,756 shares bought and 460,744 shares sold, net +943,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Atlas Wealth LLC | 2.14% | New | 619,139 | $12.1M |
| Sit Investment Associates Inc. | 0.24% | Reduce -6.9% | 529,800 | $10.3M |
| Cornerstone Advisory, LLC | 1.42% | Reduce -10.5% | 517,686 | $10.1M |
| Almitas Capital LLC | 4.09% | Add +83.9% | 501,903 | $9.8M |
| Jane Street Group, LLC | 0.01% | Add +129.5% | 457,623 | $8.9M |
| Punch & Associates Investment Management, Inc. | 0.52% | Add +2.9% | 450,411 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 433,679 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 348,709 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 246,161 | $4.8M |
| Rivernorth Capital Management, LLC | 0.22% | No change | 236,776 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -27.7% | 203,188 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 184,683 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 173,899 | $3.4M |
| UBS Group AG | 0.00% | Add +12.8% | 158,262 | $3.1M |
| CSS LLC | 0.60% | Add +30.1% | 141,727 | $2.8M |
| Raymond James & Associates | 0.00% | Reduce -1.8% | 116,334 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 105,069 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 87,514 | $1.7M |
| Icon Advisers Inc. | 0.39% | New | 87,119 | $1.7M |
| Bulldog Investors, LLP | 0.62% | Add +72.3% | 85,424 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +4.1% | 79,390 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 66,384 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.5% | 60,718 | $1.2M |
| Yakira Capital Management, Inc. | 0.43% | Add +292.6% | 55,942 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +11.5% | 40,305 | $791K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 39,089 | $760K |
| E&G Advisors, LLC | 0.22% | Reduce -5.7% | 38,227 | $744K |
| Cetera Investment Advisers | 0.00% | Reduce -19.3% | 36,900 | $718K |
| Sanctuary Advisors, LLC | 0.01% | — | 38,087 | $717K |
| Westchester Capital Management, LLC | 0.03% | No change | 35,640 | $693K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -0.1% | 34,405 | $669K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -7.8% | 27,020 | $526K |
| Bank of America Corp. | 0.00% | Reduce -68.8% | 24,493 | $476K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.3% | 24,426 | $475K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $446K |
| Susquehanna International Group, LLP | 0.00% | New | 20,288 | $395K |
| NewEdge Advisors, LLC | 0.00% | Add +13.7% | 19,665 | $382K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -8.0% | 18,053 | $351K |
| Wedbush Securities Inc. | 0.01% | Add +10.6% | 17,274 | $336K |
| Guggenheim Capital LLC | 0.00% | Reduce -37.3% | 16,445 | $320K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.6% | 15,735 | $306K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 15,539 | $306K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 12,948 | $252K |
| M Holdings Securities, Inc. | 0.03% | New | 10,516 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.1% | 10,397 | $202K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.0% | 10,316 | $201K |
| Concord Wealth Partners | 0.03% | Add +1.5% | 9,674 | $188K |
| Beacon Capital Management, LLC | 0.03% | No change | 8,004 | $156K |
| Comerica Bank | 0.00% | No change | 6,790 | $132K |
| International Assets Investment Management, LLC | 0.01% | New | 3,737 | $73K |
| Hollencrest Capital Management | 0.00% | No change | 3,540 | $69K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,713 | $53K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 2,114 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,034 | $40K |
| Opal Wealth Advisors, LLC | 0.01% | New | 2,000 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 1,430 | $28K |
| Allworth Financial LP | 0.00% | Add +2.0% | 1,216 | $24K |
| Wolverine Asset Management LLC | 0.00% | New | 1,220 | $24K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,000 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,000 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 999 | $19K |
| TCTC Holdings, LLC | 0.00% | No change | 800 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 700 | $14K |
| Tucker Asset Management LLC | 0.00% | No change | 500 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 250 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 200 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
| Baldwin Wealth Partners LLC | 0.00% | New | 100 | $2K |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $19 |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.