Nuveen Preferred Securities
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Nuveen Preferred Securities (JPI), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Nuveen Preferred Securities (JPI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Nuveen Preferred Securities (JPI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Nuveen Preferred Securities (JPI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
James Krause@Wealthcare Advisory Partners Llc
| 0.01% | $328,827 16,777 shares@ 19.6 avg price | Increased 3.59% |
Lupe Fungalei@Diversify Wealth Management, Llc
| 0.03% | $319,182 16,153 shares@ 19.76 avg price | New Position |
Loni Adams@Daymark Wealth Partners, Llc
| 0.01% | $223,264 11,391 shares@ 19.61 avg price | |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.01% | $49,000 2,500 shares@ 19.6 avg price | |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $19,580 999 shares@ 19.6 avg price | |
David B. Rea@Salem Investment Counselors Inc
| 0.01% | $2,940 150 shares@ 19.6 avg price |