Institutional Ownership Nuveen Variable Rate Preferred & Income Fund (NPFD)
This table provides information about the institutional ownership of Nuveen Variable Rate Preferred & Income Fund (NPFD). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,250
shares
|
$418,967
0.22% of portfolio
|
Q4 2024
Added 37.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,850
shares
|
$373,775
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,662
shares
|
$370,235
0.0% of portfolio
|
Q4 2024
Added 26.97%
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,639
shares
|
$369,802
0.21% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
15,054
shares
|
$283,466
0.0% of portfolio
|
Q3 2024
Added 29.69%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,000
shares
|
$225,959
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
11,767
shares
|
$221,572
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
11,608
shares
|
$218,578
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,297
shares
|
$212,722
0.04% of portfolio
|
Q4 2024
Reduced 41.77%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$188,299
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,002
shares
|
$75,357
0.01% of portfolio
|
Q2 2023
Added 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,756
shares
|
$70,725
0.0% of portfolio
|
Q3 2024
Added 52.44%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,449
shares
|
$46,114
0.0% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,530
shares
|
$28,809
0.0% of portfolio
|
Q4 2024
Added 101.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,312
shares
|
$24,704
0.01% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
661
shares
|
$12,446
0.0% of portfolio
|
Q4 2024
Added 48.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
116
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
112
shares
|
$2,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$941
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|