Pensionmark Financial Group, LLC Nuveen Real Asset Income & Growth Fund Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	N/A	9,735 Added 52.91%	28,133 $346,000
Q4 2024 Feb 12, 2025	BUY	N/A	5,000 Added 37.32%	18,398 $226,000
Q3 2024 Nov 25, 2024	SELL	$12.31 - $12.31 $1.17 Million - $1.17 Million	-95,025 Reduced 87.64%	13,398 $164,000
Q3 2024 Nov 14, 2024	BUY	$12.31 - $12.31 $1.33 Million - $1.33 Million	108,423 New	108,423 $1.33 Million

Others Institutions Holding JRI

# of Institutions

82

Shares Held

5.34M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.33M
Shares

$16.4 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

754K
Shares

$9.28 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

237K
Shares

$2.92 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

218K
Shares

$2.68 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

189K
Shares

$2.32 Million
0.02% of portfolio

About Nuveen Real Asset Income & Growth Fund

Ticker JRI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Real Asset Income and Growth Fund is an closed ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets across the globe. The fund also makes its investments in depository receipts. It invests in stocks of co...

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