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Get Institutions for : 
Nuveen Equity Premium Income Fund (JPZ)  
$12.73 0.03 (0.24%) as of 4:30 Mon 4/29


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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  : 
0.22 (1.76%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 930 - 2023-12-31 11,325,066 $145,301,000 -231,920
   UBS Group AG 1043 - 2023-12-31 1,774,641 $22,769,000 -80,307
   LPL FINANCIAL CORP 837 - 2023-12-31 1,699,031 $21,799,000 32,652
   WELLS FARGO & CO/MN 1077 - 2023-12-31 1,589,050 $20,388,000 -71,963
   INVESCO LTD 1464 - 2023-12-31 1,335,615 $17,136,000 174,366
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 746 - 2024-03-31 852,160 $11,274,000 43,980
   Cornerstone Advisors LLC 58 - 2023-12-31 742,933 $9,532,000 616,478
   ROYAL BANK OF CANADA 1490 - 2023-12-31 729,353 $9,357,000 -2,979
   BANK OF AMERICA CORP /DE/ 2495 - 2023-12-31 676,360 $8,678,000 24,207
   RAYMOND JAMES & ASSOCIATES 1277 - 2024-03-31 615,114 $8,138,000 6,135
   GUGGENHEIM CAPITAL LLC 384 - 2023-12-31 610,932 $7,838,000 16,512
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1064 - 2023-12-31 395,756 $5,078,000 -42,572
   SHAKER FINANCIAL SERVICES, LLC 6 - 2023-12-31 393,571 $5,050,000 64,072
   Advisor Group Holdings Inc. 1205 - 2023-12-31 386,951 $4,965,000 -41,911
   Allspring Global Investments Holdings LLC 981 - 2024-03-31 348,164 $4,606,000 21,430
   AMERIPRISE FINANCIAL INC 2490 - 2023-12-31 283,852 $3,642,000 728
   MONECO Advisors LLC 41 - 2024-03-31 266,278 $3,523,000 -5,071
   Focused Wealth Management Inc 33 - 2023-12-31 265,195 $3,402,000 -9,503
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 89 - 2023-12-31 239,978 $3,079,000 177,461
   STIFEL FINANCIAL CORP 1393 - 2023-12-31 236,451 $3,034,000 -996
   Twelve Points Wealth Management LLC 17 - 2024-03-31 195,658 $2,589,000 20,788
   JANNEY MONTGOMERY SCOTT LLC 1020 - 2023-12-31 185,562 $2,380,000 -47,540
   WOLVERINE ASSET MANAGEMENT LLC 157 - 2023-12-31 159,628 $2,048,000 -45,300
   NATIONAL ASSET MANAGEMENT, INC. 401 - 2023-12-31 129,187 $1,657,000 3,432
   Moors & Cabot Inc. 191 - 2023-12-31 128,148 $1,644,000 -677
   Hennion & Walsh Asset Management Inc. 313 - 2024-03-31 116,747 $1,545,000 -3,286
   Prosperity Wealth Management Inc. 19 - 2023-12-31 112,322 $1,441,000 3,946
   COMERICA BANK 1344 - 2023-12-31 111,569 $1,431,000 -4,562
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 883 - 2023-12-31 101,817 $1,306,000 -12,618
   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
   ARQ WEALTH ADVISORS LLC 31 - 2023-12-31 91,947 $1,180,000 17,401
   ARBOR CAPITAL MANAGEMENT INC /ADV 55 - 2023-12-31 91,957 $1,172,000 -1,822
   CNH PARTNERS LLC 237 *New 2023-12-31 84,134 $1,079,000 84,134
   Patten Group Inc. 105 - 2024-03-31 80,898 $1,070,000 -467
   FIXED INCOME SECURITIES INC 722 - 2023-12-31 78,296 $1,005,000 39,362
   HTLF Bank 96 - 2024-03-31 73,002 $966,000 0
   Atomi Financial Group Inc. 139 - 2023-12-31 74,655 $958,000 5,641
   ISLAY CAPITAL MANAGEMENT LLC 47 - 2023-12-31 71,837 $922,000 -11,281
   FINANCIAL NETWORK 1430 - 2023-12-31 70,853 $909,000 -6,796
   DAVIDSON D A & CO 767 - 2023-12-31 64,501 $828,000 -26,169
   BB&T CORP 1705 - 2023-12-31 60,493 $776,000 -23,421
   Venture Visionary Partners LLC 281 - 2023-12-31 60,029 $770,000 25,711
   DUBUQUE BANK & TRUST CO 108 - 2023-09-30 55,213 $699,000 0
   INTL FCSTONE INC. 181 - 2023-12-31 50,255 $645,000 -4,420
   Claraphi Advisory Network LLC 111 - 2022-12-31 48,030 $608,000 -14,624
   Steward Partners Investment Advisory LLC 934 - 2023-12-31 45,231 $580,000 -11,039
   Investment Partners Asset Management Inc. 60 - 2024-03-31 43,254 $572,000 -1,000
   Kestra Advisory Services LLC 1428 - 2023-12-31 44,617 $572,000 15,824
   Howard Wealth Management LLC 51 - 2023-12-31 42,391 $544,000 5,320
   Rockefeller Capital Management L.P. 1321 - 2023-12-31 41,326 $530,000 24,814
   Atria Wealth Solutions Inc. 1186 - 2023-12-31 39,427 $506,000 -2,975
   Pflug Koory LLC 90 - 2024-03-31 37,617 $498,000 0
   ELEQUIN CAPITAL LP 40 - 2023-12-31 38,474 $494,000 4,903
   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 208 - 2023-12-31 34,991 $449,000 0
   Stonebrook Private Inc. 119 - 2023-12-31 34,344 $441,000 0
   MARINER WEALTH ADVISORS, LLC 2053 - 2023-12-31 32,927 $422,000 0
   CAPTRUST FINANCIAL ADVISORS 1850 *New 2023-12-31 32,922 $422,000 32,922
   Baird Financial Group Inc. 1430 - 2023-12-31 31,186 $400,000 4,159
   NBC SECURITIES INC. 520 - 2024-03-31 28,584 $378,000 0
   Tyche Wealth Partners LLC 171 - 2024-03-31 27,942 $370,000 -2,933
   Jackson Grant Investment Advisers Inc. 72 - 2023-12-31 28,596 $367,000 384
   Patriot Financial Group Insurance Agency LLC 297 - 2023-12-31 28,346 $364,000 -841
   PNC FINANCIAL SERVICES GROUP INC 1711 - 2023-12-31 28,208 $362,000 285
   Capstone Financial Advisors Inc. 104 - 2023-12-31 26,423 $339,000 0
   Armor Investment Advisors LLC 83 - 2024-03-31 25,187 $333,000 -6,816
   WEISS CAPITAL LLC 214 *New 2023-12-31 25,599 $328,000 25,599
   CENTAURUS FINANCIAL INC. 460 - 2023-12-31 25,309 $325,000 3,146
   Goss Wealth Management LLC 1497 - 2023-12-31 25,215 $324,000 6,529
   MERCER GLOBAL ADVISORS INC /ADV 1568 - 2023-12-31 24,820 $318,000 9,421
   Palogic Value Management L.P. 120 - 2023-12-31 24,371 $313,000 -1,000
   HIGHTOWER ADVISORS, LLC 2621 *New 2023-12-31 23,682 $307,000 23,682
   GREAT VALLEY ADVISOR GROUP INC. 580 - 2023-12-31 23,153 $297,000 -4,090
   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
   AE Wealth Management LLC 1704 - 2023-12-31 22,590 $292,000 -775
   ENCOMPASS WEALTH ADVISORS LLC 120 - 2023-12-31 22,039 $283,000 285
   Spire Wealth Management 680 - 2024-03-31 21,346 $282,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 966 - 2023-12-31 21,965 $282,000 -1,991
   INSTRUMENTAL WEALTH LLC - 2023-12-31 21,840 $281,000 323
   MARCO INVESTMENT MANAGEMENT LLC 177 - 2023-12-31 20,300 $260,000 0
   IWAMOTO KONG & CO INC 130 - 2023-12-31 19,675 $252,000 0
   Maltin Wealth Management Inc. 106 - 2024-03-31 18,436 $244,000 0
   Triumph Capital Management 196 - 2024-03-31 17,032 $226,000 0
   COMMONS CAPITAL LLC 44 - 2023-12-31 17,610 $226,000 -4,766
   Pathstone Holdings LLC 2002 - 2023-12-31 17,537 $225,000 0
   PATHSTONE FAMILY OFFICE, LLC 1448 *New 2023-09-30 17,537 $222,000 17,537
   Integrated Advisors Network LLC 627 - 2023-12-31 16,201 $208,000 0
   Apella Capital LLC 289 - 2024-03-31 15,035 $196,000 0
   Koshinski Asset Management Inc. 470 *New 2023-12-31 15,083 $194,000 15,083
   HANSON MCCLAIN, INC. 795 - 2024-03-31 14,531 $192,000 1,019
   COMMERCE BANK N A/MO 1136 - 2023-12-31 14,819 $190,000 0
   Centurion Wealth Management LLC - 2023-12-31 14,696 $189,000 0
   MULTIFINANCIAL SECURITIES CORP 1651 - 2023-12-31 14,407 $185,000 6
   DAVENPORT & CO LLC - 2023-12-31 13,927 $179,000 0
   Wealth Dimensions Group Ltd. 134 - 2023-12-31 13,573 $174,000 0
  100 Records found
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