Nuveen Preferred SecuritiesXJPIX
13F holders, Q3 2024 (September 30)49holders −22
4new positions
26sold out
$20.82avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings, down 22 from Q2 2024. 4 opened new positions and 26 sold out. The largest holders were Cornerstone Advisory, LLC ($6.0M), Truist Financial Corp. ($3.6M) and Wells Fargo & Company ($3.0M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $344K |
| Exits | 26 | $70.3M |
All 13F filers, Q2 2024 → Q3 2024: 39,594 shares bought and 4,704,937 shares sold, net −4,665,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Cornerstone Advisory, LLC | 0.80% | Reduce -43.9% | 290,263 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -60.2% | 172,720 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -21.8% | 144,426 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.6% | 144,221 | $3.0M |
| UBS Group AG | 0.00% | Reduce -13.2% | 137,409 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -36.8% | 128,472 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -10.5% | 104,136 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 98,927 | $2.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +7.1% | 85,062 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 86,186 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +19.5% | 48,179 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -81.4% | 45,735 | $952K |
| Everstar Asset Management, LLC | 0.57% | — | 39,941 | $832K |
| E&G Advisors, LLC | 0.22% | Reduce -0.9% | 37,877 | $789K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 36,936 | $769K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.2% | 37,623 | $765K |
| Bank of America Corp. | 0.00% | Add +38.1% | 33,836 | $704K |
| Kingswood Wealth Advisors, LLC | 0.04% | No change | 27,020 | $554K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $475K |
| Cetera Investment Advisers | 0.00% | Reduce -44.7% | 20,414 | $425K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -49.6% | 17,352 | $361K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.0% | 16,233 | $338K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -10.3% | 16,196 | $337K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 15,539 | $326K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,017 | $313K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -12.0% | 11,391 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.3% | 10,425 | $217K |
| IHT Wealth Management, LLC | 0.01% | No change | 10,316 | $215K |
| M Holdings Securities, Inc. | 0.05% | Reduce -2.6% | 10,243 | $213K |
| Concord Wealth Partners | 0.03% | Add +1.5% | 9,819 | $204K |
| Comerica Bank | 0.00% | No change | 6,790 | $141K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,737 | $78K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,713 | $56K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $52K |
| Beacon Capital Management, LLC | 0.01% | Reduce -70.3% | 2,379 | $50K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,042 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 1,430 | $30K |
| Allworth Financial LP | 0.00% | Add +1.0% | 1,228 | $26K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 1,000 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 999 | $21K |
| TCTC Holdings, LLC | 0.00% | No change | 800 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 700 | $15K |
| IFP Advisors, Inc | 0.00% | New | 700 | $15K |
| FNY Investment Advisers, LLC | 0.01% | New | 600 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 500 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $6K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 195 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
| FMR LLC | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.