Nuveen Preferred SecuritiesXJPIX
13F holders, Q4 2024 (December 31)49holders
5new positions
8sold out
$19.68avg. 13F price*
At the end of Q4 2024, 49 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Smith Asset Management Co., LLC ($4.9M), Cornerstone Advisory, LLC ($4.0M) and Truist Financial Corp. ($3.2M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 8 | $704K |
All 13F filers, Q3 2024 → Q4 2024: 147,756 shares bought and 176,635 shares sold, net −28,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Smith Asset Management Co., LLC | 4.78% | — | 250,613 | $4.9M |
| Cornerstone Advisory, LLC | 0.45% | Reduce -32.5% | 195,819 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.5% | 163,193 | $3.2M |
| Morgan Stanley | 0.00% | Add +12.2% | 144,198 | $2.8M |
| UBS Group AG | 0.00% | Add +4.8% | 143,940 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 136,348 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.6% | 133,314 | $2.6M |
| Raymond James Financial Inc. | 0.00% | — | 106,754 | $2.1M |
| LPL Financial LLC | 0.00% | Add +3.1% | 102,047 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +17.9% | 101,636 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -3.4% | 82,148 | $1.6M |
| Bank of America Corp. | 0.00% | Add +55.8% | 52,729 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +77.8% | 48,040 | $942K |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 43,880 | $860K |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 42,957 | $842K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 37,684 | $756K |
| Everstar Asset Management, LLC | 0.51% | Reduce -8.3% | 36,641 | $718K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 36,195 | $709K |
| E&G Advisors, LLC | 0.18% | Reduce -12.9% | 32,977 | $646K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $447K |
| Cetera Investment Advisers | 0.00% | Add +9.5% | 22,360 | $438K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.6% | 16,777 | $329K |
| Diversify Wealth Management, LLC | 0.02% | New | 16,153 | $319K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.3% | 16,267 | $319K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 15,539 | $305K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.5% | 15,509 | $304K |
| Shaker Financial Services, LLC | 0.11% | New | 14,873 | $292K |
| Susquehanna International Group, LLP | 0.00% | New | 14,714 | $288K |
| IHT Wealth Management, LLC | 0.01% | Add +32.8% | 13,694 | $268K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 11,391 | $223K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,628 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.9% | 10,230 | $201K |
| Concord Wealth Partners | 0.03% | Add +3.3% | 10,142 | $199K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 7,140 | $140K |
| Comerica Bank | 0.00% | No change | 6,790 | $133K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,713 | $53K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $49K |
| Elequin Capital, LP | 0.01% | New | 2,454 | $48K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,379 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +13.1% | 2,309 | $45K |
| Allworth Financial LP | 0.00% | Add +27.7% | 1,568 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 1,430 | $28K |
| AdvisorNet Financial, Inc | 0.00% | No change | 999 | $20K |
| 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% | Add +16.0% | 348 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
| WPG Advisers, LLC | 0.00% | — | 34 | $666 |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.