Nuveen Preferred SecuritiesXJPIX
13F holders, Q1 2025 (March 31)50holders +1
5new positions
4sold out
$19.73avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding Nuveen Preferred Securities (XJPIX) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Smith Asset Management Co., LLC ($4.9M), UBS Group AG ($3.1M) and Truist Financial Corp. ($3.0M).
- Company
- Nuveen Preferred Securities
- CUSIP
- 67075A106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $500K |
| Exits | 4 | $419K |
All 13F filers, Q4 2024 → Q1 2025: 165,228 shares bought and 177,949 shares sold, net −12,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Smith Asset Management Co., LLC | 4.59% | Reduce -1.2% | 247,567 | $4.9M |
| UBS Group AG | 0.00% | Add +10.9% | 159,589 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -6.1% | 153,270 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 145,860 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 138,113 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 135,421 | $2.7M |
| Bank of America Corp. | 0.00% | Add +131.1% | 121,875 | $2.4M |
| Cornerstone Advisory, LLC | 0.25% | Reduce -46.8% | 104,142 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.4% | 102,065 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 102,031 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 100,883 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -1.2% | 81,143 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 41,670 | $820K |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 40,756 | $802K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 37,778 | $743K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 37,130 | $730K |
| Everstar Asset Management, LLC | 0.48% | No change | 36,641 | $721K |
| Shaker Financial Services, LLC | 0.27% | Add +133.5% | 34,732 | $689K |
| E&G Advisors, LLC | 0.18% | Reduce -0.9% | 32,677 | $643K |
| Susquehanna International Group, LLP | 0.00% | Add +100.3% | 29,474 | $580K |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 28,965 | $570K |
| Lido Advisors, LLC | 0.00% | No change | 22,795 | $452K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -53.2% | 22,470 | $442K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.7% | 15,660 | $308K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 15,539 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 15,227 | $300K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.3% | 15,000 | $295K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -8.7% | 14,755 | $292K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.5% | 12,804 | $252K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 11,391 | $224K |
| Curi Capital, LLC | 0.01% | New | 11,114 | $220K |
| Concord Wealth Partners | 0.03% | Add +2.0% | 10,345 | $203K |
| Sit Investment Associates Inc. | 0.00% | New | 8,375 | $165K |
| Comerica Bank | 0.00% | No change | 6,790 | $134K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -47.6% | 3,740 | $74K |
| Wolverine Asset Management LLC | 0.00% | New | 3,255 | $64K |
| Elequin Capital, LP | 0.02% | Add +23.5% | 3,031 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,713 | $53K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $49K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,379 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,319 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 2,000 | $39K |
| Allworth Financial LP | 0.00% | Add +2.0% | 1,600 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 1,430 | $28K |
| TCTC Holdings, LLC | 0.00% | No change | 800 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 700 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 666 | $13K |
| FNY Investment Advisers, LLC | 0.01% | New | 600 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 348 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $3K |
"% of holder's portfolio" is XJPIX's weight in each manager's 13F, not the share of Nuveen Preferred Securities the manager owns.