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Get Institutions for : 
Nuveen Equity Premium Income Fund (JPZ)  
$13.08 0.03 (0.23%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    5
Total shares held : 
29,248,450  
% of shares held : 
76.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
892,507  
% of shares held change : 
  2.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.63  
Last Quarter's Ending Price : 
$12.83  
Last Quarter's Average Price
$12.51  
Change from last quarter's     
avg. price to the last closing  : 
0.57 (4.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 557,796
 1.91%
 
Increased Positions :
40
 1,305,720
 4.46%
 
Unchanged Positions :
45
 598,573
 2.05%
 
Decreased Positions :
36
-846,154
-2.89%
 
Closed Positions :
10
-124,855
-0.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 951 - 2024-03-31 10,941,974 $144,762,000 -383,092
   UBS Group AG 1098 - 2024-03-31 1,804,032 $23,867,000 29,391
   LPL FINANCIAL CORP 899 - 2024-03-31 1,670,573 $22,102,000 -28,458
   WELLS FARGO & CO/MN 1121 - 2024-03-31 1,495,111 $19,780,000 -93,939
   INVESCO LTD 1491 - 2024-03-31 1,351,073 $17,875,000 15,458
   Cornerstone Advisors LLC 41 - 2024-03-31 1,017,567 $13,462,000 274,634
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 746 - 2024-03-31 852,160 $11,274,000 43,980
   BANK OF AMERICA CORP /DE/ 2471 - 2024-03-31 746,647 $9,878,000 70,287
   ROYAL BANK OF CANADA 1568 - 2024-03-31 652,847 $8,637,000 -76,506
   RAYMOND JAMES & ASSOCIATES 1277 - 2024-03-31 615,114 $8,138,000 6,135
   GUGGENHEIM CAPITAL LLC 405 - 2024-03-31 576,684 $7,630,000 -34,248
   SHAKER FINANCIAL SERVICES, LLC 4 - 2024-03-31 509,619 $6,863,000 116,048
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 611 - 2024-03-31 498,188 $6,591,000 6,070
   Lindbrook Capital LLC 33 - 2024-03-31 456,130 $6,035,000 5,866
   Advisor Group Holdings Inc. 1020 - 2024-03-31 384,787 $5,092,000 -2,164
   COMMONWEALTH EQUITY SERVICES LLC. 1183 - 2024-03-31 363,273 $4,806,000 -32,483
   Allspring Global Investments Holdings LLC 986 - 2024-03-31 348,164 $4,606,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 73 - 2024-03-31 335,582 $4,440,000 95,604
   AMERIPRISE FINANCIAL INC 2384 - 2024-03-31 324,319 $4,291,000 40,467
   MONECO Advisors LLC 41 - 2024-03-31 266,278 $3,523,000 -5,071
   WOLVERINE ASSET MANAGEMENT LLC 73 - 2024-03-31 265,268 $3,509,000 105,640
   Focused Wealth Management Inc 32 - 2024-03-31 260,869 $3,451,000 -4,326
   STIFEL FINANCIAL CORP 1375 - 2024-03-31 254,353 $3,365,000 17,902
   Twelve Points Wealth Management LLC 17 - 2024-03-31 195,658 $2,589,000 20,788
   FIXED INCOME SECURITIES INC 493 - 2024-03-31 180,917 $2,394,000 102,621
   ENVESTNET ASSET MANAGEMENT INC 2472 - 2024-03-31 173,060 $2,290,000 160,685
   CNH PARTNERS LLC 165 - 2024-03-31 163,084 $2,158,000 78,950
   JANNEY MONTGOMERY SCOTT LLC 1143 - 2024-03-31 153,656 $2,033,000 -31,906
   Moors & Cabot Inc. 210 - 2024-03-31 127,285 $1,684,000 -863
   NATIONAL ASSET MANAGEMENT, INC. 409 - 2024-03-31 125,755 $1,621,000 -3,432
   Hennion & Walsh Asset Management Inc. 313 - 2024-03-31 116,747 $1,545,000 -3,286
   Prosperity Wealth Management Inc. 23 - 2024-03-31 116,262 $1,538,000 3,940
   Cetera Investment Advisers 1822 *New 2024-03-31 103,159 $1,365,000 103,159
   COMERICA BANK 1365 - 2024-03-31 102,249 $1,353,000 -9,320
   Shulman DeMeo Asset Management LLC 23 - 2024-03-31 97,227 $1,286,000 -422
   PROSPERA FINANCIAL SERVICES 425 - 2023-12-31 92,562 $1,188,000 1,471
   ISLAY CAPITAL MANAGEMENT LLC 40 - 2024-03-31 82,278 $1,089,000 10,441
   Patten Group Inc. 105 - 2024-03-31 80,898 $1,070,000 -467
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 983 - 2024-03-31 80,154 $1,060,000 -21,663
   FINANCIAL NETWORK 1469 - 2024-03-31 75,069 $993,000 4,216
   HTLF Bank 96 - 2024-03-31 73,002 $966,000 0
   Venture Visionary Partners LLC 291 - 2024-03-31 64,259 $850,000 4,230
   Atomi Financial Group Inc. 224 - 2024-03-31 60,442 $800,000 -14,213
   CITADEL ADVISORS LLC 3336 *New 2024-03-31 57,217 $757,000 57,217
   BB&T CORP 1736 - 2024-03-31 54,959 $727,000 -5,534
   DUBUQUE BANK & TRUST CO 108 - 2023-09-30 55,213 $699,000 0
   DAVIDSON D A & CO 857 - 2024-03-31 52,617 $696,000 -11,884
   INTL FCSTONE INC. 189 - 2024-03-31 50,158 $675,000 -97
   Steward Partners Investment Advisory LLC 960 - 2024-03-31 47,238 $625,000 2,007
   Claraphi Advisory Network LLC 111 - 2022-12-31 48,030 $608,000 -14,624
   Investment Partners Asset Management Inc. 60 - 2024-03-31 43,254 $572,000 -1,000
   Kestra Advisory Services LLC 1579 - 2024-03-31 42,466 $562,000 -2,151
   Rockefeller Capital Management L.P. 1442 - 2024-03-31 41,326 $547,000 0
   HIGHTOWER ADVISORS, LLC 2188 - 2024-03-31 40,880 $540,000 17,198
   Atria Wealth Solutions Inc. 1226 - 2024-03-31 39,427 $528,000 0
   Pflug Koory LLC 90 - 2024-03-31 37,617 $498,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 380 - 2024-03-31 36,234 $480,000 390
   BFT FINANCIAL GROUP LLC 184 - 2023-06-30 34,991 $468,000 0
   Leo Wealth LLC 221 - 2024-03-31 34,991 $463,000 0
   Baird Financial Group Inc. 1418 - 2024-03-31 34,186 $452,000 3,000
   Stonebrook Private Inc. 124 - 2024-03-31 32,363 $428,000 -1,981
   MERCER GLOBAL ADVISORS INC /ADV 1376 - 2024-03-31 31,377 $415,000 6,557
   Goss Wealth Management LLC 1449 - 2024-03-31 30,761 $407,000 5,546
   CAPTRUST FINANCIAL ADVISORS 1616 - 2024-03-31 29,469 $390,000 -3,453
   Jackson Grant Investment Advisers Inc. 72 - 2024-03-31 28,977 $383,000 381
   NBC SECURITIES INC. 520 - 2024-03-31 28,584 $378,000 0
   Patriot Financial Group Insurance Agency LLC 314 - 2024-03-31 28,573 $378,000 227
   Tyche Wealth Partners LLC 171 - 2024-03-31 27,942 $370,000 -2,933
   MARINER WEALTH ADVISORS, LLC 2273 - 2024-03-31 27,677 $366,000 -5,250
   Capstone Financial Advisors Inc. 104 - 2024-03-31 26,423 $350,000 0
   Armor Investment Advisors LLC 83 - 2024-03-31 25,187 $333,000 -6,816
   KESTRA PRIVATE WEALTH SERVICES LLC 993 - 2024-03-31 23,465 $310,000 1,500
   Palogic Value Management L.P. 121 - 2024-03-31 23,371 $309,000 -1,000
   PNC FINANCIAL SERVICES GROUP INC 1881 - 2024-03-31 22,823 $302,000 -5,385
   MULTIFINANCIAL SECURITIES CORP 1933 - 2024-03-31 22,637 $299,000 8,230
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 526 - 2024-03-31 22,430 $297,000 0
   BANK OF NEW YORK MELLON CORP 3677 - 2024-03-31 22,144 $293,000 22,144
   ENCOMPASS WEALTH ADVISORS LLC 144 - 2024-03-31 22,039 $292,000 0
   GREAT VALLEY ADVISOR GROUP INC. 618 - 2024-03-31 21,553 $285,000 -1,600
   Spire Wealth Management 680 - 2024-03-31 21,346 $282,000 0
   INSTRUMENTAL WEALTH LLC - 2023-12-31 21,840 $281,000 323
   MARCO INVESTMENT MANAGEMENT LLC 179 - 2024-03-31 20,300 $269,000 0
   IWAMOTO KONG & CO INC 143 - 2024-03-31 19,675 $260,000 0
   Maltin Wealth Management Inc. 106 - 2024-03-31 18,436 $244,000 0
   COMMONS CAPITAL LLC 43 - 2024-03-31 18,366 $243,000 756
   Kraft Davis & Associates LLC 123 *New 2024-03-31 18,535 $243,000 18,535
   Pathstone Holdings LLC 2057 - 2024-03-31 17,537 $232,000 0
   Triumph Capital Management 196 - 2024-03-31 17,032 $226,000 0
   PATHSTONE FAMILY OFFICE, LLC 1448 *New 2023-09-30 17,537 $222,000 17,537
   Integrated Advisors Network LLC 659 - 2024-03-31 16,201 $214,000 0
   Apella Capital LLC 289 - 2024-03-31 15,035 $196,000 0
   COMMERCE BANK N A/MO 1149 - 2024-03-31 14,819 $196,000 0
   Centurion Wealth Management LLC 183 - 2024-03-31 14,696 $194,000 0
   HANSON MCCLAIN, INC. 795 - 2024-03-31 14,531 $192,000 1,019
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4557 *New 2024-03-31 13,950 $185,000 13,950
   Koshinski Asset Management Inc. 551 - 2024-03-31 13,914 $184,000 -1,169
   CENTAURUS FINANCIAL INC. 637 - 2024-03-31 13,907 $184,000 -11,402
   DAVENPORT & CO LLC 1042 - 2024-03-31 13,927 $184,000 0
   Wealth Dimensions Group Ltd. 141 - 2024-03-31 13,205 $175,000 -368
   RAYMOND JAMES TRUST CO 1203 - 2024-03-31 12,966 $172,000 2,961

  100 Records found
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