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Get Institutions for : 
Nuveen Equity Premium Income Fund (JPZ)  
$13.26 0.06 (0.45%) as of 4:30 Fri 5/17


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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  : 
0.75 (6%)  




 
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
   UBS Group AG 1098 - 2024-03-31 1,804,032 $23,867,000 29,391
   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
   RAYMOND JAMES & ASSOCIATES 1277 - 2024-03-31 615,114 $8,138,000 6,135
   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
   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
   WOLVERINE ASSET MANAGEMENT LLC 73 - 2024-03-31 265,268 $3,509,000 105,640
   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
   Prosperity Wealth Management Inc. 23 - 2024-03-31 116,262 $1,538,000 3,940
   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
   ISLAY CAPITAL MANAGEMENT LLC 40 - 2024-03-31 82,278 $1,089,000 10,441
   FINANCIAL NETWORK 1469 - 2024-03-31 75,069 $993,000 4,216
   Venture Visionary Partners LLC 291 - 2024-03-31 64,259 $850,000 4,230
   Steward Partners Investment Advisory LLC 960 - 2024-03-31 47,238 $625,000 2,007
   HIGHTOWER ADVISORS, LLC 2188 - 2024-03-31 40,880 $540,000 17,198
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 380 - 2024-03-31 36,234 $480,000 390
   Baird Financial Group Inc. 1418 - 2024-03-31 34,186 $452,000 3,000
   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
   Jackson Grant Investment Advisers Inc. 72 - 2024-03-31 28,977 $383,000 381
   Patriot Financial Group Insurance Agency LLC 314 - 2024-03-31 28,573 $378,000 227
   KESTRA PRIVATE WEALTH SERVICES LLC 993 - 2024-03-31 23,465 $310,000 1,500
   MULTIFINANCIAL SECURITIES CORP 1933 - 2024-03-31 22,637 $299,000 8,230
   BANK OF NEW YORK MELLON CORP 3677 - 2024-03-31 22,144 $293,000 22,144
   INSTRUMENTAL WEALTH LLC - 2023-12-31 21,840 $281,000 323
   COMMONS CAPITAL LLC 43 - 2024-03-31 18,366 $243,000 756
   HANSON MCCLAIN, INC. 795 - 2024-03-31 14,531 $192,000 1,019
   RAYMOND JAMES TRUST CO 1203 - 2024-03-31 12,966 $172,000 2,961
   HAZLETT BURT & WATSON INC. 219 - 2024-03-31 9,574 $126,000 1,980
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 292 - 2024-03-31 6,000 $79,000 2,300
   FNY Investment Advisers LLC 225 - 2024-03-31 5,000 $66,000 5,000
   TOWER RESEARCH CAPITAL LLC 6086 - 2024-03-31 27 $0 16

  42 Records found
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