Nuveen Preferred and Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $23.2M. Berger Financial Group, Inc is the largest holder with a position valued at $13.7M.
Overview of institutional ownership in NPFI as of Q3 2025
Institutions with the largest positions in NPFI as of Q3 2025
| Institution | Position Value |
|---|---|
B Berger Financial Group, Inc RIA/Wealth | $13.7M 0.83% of portfolio |
F FULLCIRCLE WEALTH LLC RIA/Wealth | $2.1M 0.76% of portfolio |
C Concorde Financial Corp Institution | $1.9M 1.06% of portfolio |
Integrated Wealth Concepts LLC RIA/Wealth | $1.6M 0.01% of portfolio |
Krilogy Financial LLC RIA/Wealth | $1.1M 0.04% of portfolio |
CWM, LLC RIA/Wealth | $995.0K 0.00% of portfolio |
C Centurion Wealth Management LLC Institution | $978.2K 0.22% of portfolio |
J JANE STREET GROUP, LLC Institution | $626.7K 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $108.6K 0.00% of portfolio |
$5.3K 0.00% of portfolio |
Institutional buying and selling activity for NPFI in Q3 2025
| Institution | Net Bought |
|---|---|
F FULLCIRCLE WEALTH LLC RIA/Wealth | +$2.1M +79.6K shares |
C Concorde Financial Corp Institution | +$1.9M +72.5K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$1.6M +61.8K shares |
Krilogy Financial LLC RIA/Wealth | +$1.1M +41.2K shares |
CWM, LLC RIA/Wealth | +$922.6K +34.8K shares |
J JANE STREET GROUP, LLC Institution | +$417.4K +15.8K shares |
B Berger Financial Group, Inc RIA/Wealth | +$283.2K +10.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$108.6K +4.1K shares |
| Institution | Net Sold |
|---|---|
C Centurion Wealth Management LLC Institution | −$195.1K −7.4K shares |
UBS Group AG Institution | −$27.7K −1.1K shares |
R ROYAL BANK OF CANADA Institution | −$26.1K −1.0K shares |
Institutions that initiated new positions or completely exited NPFI in Q3 2025
| Institution | Position Value |
|---|---|
F FULLCIRCLE WEALTH LLC RIA/Wealth | $2.1M 79.6K shares |
C Concorde Financial Corp Institution | $1.9M 72.5K shares |
Integrated Wealth Concepts LLC RIA/Wealth | $1.6M 61.8K shares |
Krilogy Financial LLC RIA/Wealth | $1.1M 41.2K shares |
BANK OF AMERICA CORP /DE/ Institution | $108.6K 4.1K shares |
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $27.7K 1.1K shares |
R ROYAL BANK OF CANADA Institution | $26.1K 1.0K shares |
Institutions with the largest Call and Put options positions in NPFI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NPFI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Concorde Financial Corp Institution | 1.06% $1.9M |
B Berger Financial Group, Inc RIA/Wealth | 0.83% $13.7M |
F FULLCIRCLE WEALTH LLC RIA/Wealth | 0.76% $2.1M |
C Centurion Wealth Management LLC Institution | 0.22% $978.2K |
Krilogy Financial LLC RIA/Wealth | 0.04% $1.1M |
Integrated Wealth Concepts LLC RIA/Wealth | 0.01% $1.6M |
CWM, LLC RIA/Wealth | 0.00% $995.0K |
J JANE STREET GROUP, LLC Institution | 0.00% $626.7K |
0.00% $5.3K | |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $108.6K |
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