nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure. in partnership with advisors and consultants, we create outcome-focused solutions that help investors achieve a more secure financial future. recognized as a leader in income generation, alternative investments and responsible investing, nuveen has award-winning capabilities that span both public and private asset classes. our investment approach is fueled by diversity of thought and a network of specialized investment teams with independent processes and best-in-class expertise.as the investment manager of tiaa, we honor a 100-plus year legacy of service and innovation based on enduring principles established by john nuveen and andrew carnegie. inspired by their vision, backed by size and scale, and empowered by private ownership, we are uniquely positioned to contribute mea
Company profile
Ticker
JPI
Exchange
CEO
Cedric H. Antosiewicz
Employees
Incorporated
Location
SEC CIK
Corporate docs
JPI stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
17 Apr 24
DEFA14A
Additional proxy soliciting materials
9 Apr 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Apr 24
DEFA14A
Additional proxy soliciting materials
2 Apr 24
DEFA14A
Additional proxy soliciting materials
27 Mar 24
DEFA14A
Additional proxy soliciting materials
27 Mar 24
DEFA14A
Additional proxy soliciting materials
25 Mar 24
DEFA14A
Additional proxy soliciting materials
21 Mar 24
DEFA14A
Additional proxy soliciting materials
20 Mar 24
DEFA14A
Additional proxy soliciting materials
19 Mar 24
Latest ownership filings
NPORT-P
Nuveen Preferred and Income Term Fund (Jan 2024 report)
25 Mar 24
3
Mary Beth Ramsay
11 Mar 24
3
James N Nelson III
8 Mar 24
3
Michael A Forrester
11 Jan 24
3
LOREN M STARR
10 Jan 24
3
THOMAS J KENNY
10 Jan 24
3
Joseph A Boateng
10 Jan 24
NPORT-P
Nuveen Preferred and Income Term Fund (Oct 2023 report)
27 Dec 23
4
JACK EVANS
19 Dec 23
NPORT-P
Nuveen Preferred and Income Term Fund (Jul 2023 report)
27 Sep 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen Preferred and Income Term Fund | – | -0.12 | -0.39 | -2.55 | 574.82 mm | 223 | Oct 2023 |
Institutional ownership, Q3 2023
24.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 67 |
Opened positions | 8 |
Closed positions | 7 |
Increased positions | 22 |
Reduced positions | 22 |
13F shares | Current |
---|---|
Total value | 86.00 bn |
Total shares | 5.50 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Cornerstone Advisory | 641.94 k | $11.02 bn |
Atlas Wealth | 467.87 k | $8.03 bn |
TFC Truist Financial | 415.51 k | $7.13 bn |
Punch & Associates Investment Management | 386.24 k | $6.63 bn |
Sit Investment Associates | 385.21 k | $6.61 mm |
MS Morgan Stanley | 364.14 k | $6.25 bn |
Envestnet Asset Management | 342.57 k | $5.88 bn |
SF Stifel Financial | 231.91 k | $3.98 bn |
WFC Wells Fargo & Co. | 199.69 k | $3.43 bn |
CNS Cohen & Steers | 173.90 k | $2.98 bn |