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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
   Allspring Global Investments Holdings LLC 986 - 2024-03-31 348,164 $4,606,000 0
   HTLF Bank 96 - 2024-03-31 73,002 $966,000 0
   DUBUQUE BANK & TRUST CO 108 - 2023-09-30 55,213 $699,000 0
   Rockefeller Capital Management L.P. 1442 - 2024-03-31 41,326 $547,000 0
   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
   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
   NBC SECURITIES INC. 520 - 2024-03-31 28,584 $378,000 0
   Capstone Financial Advisors Inc. 104 - 2024-03-31 26,423 $350,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 526 - 2024-03-31 22,430 $297,000 0
   ENCOMPASS WEALTH ADVISORS LLC 144 - 2024-03-31 22,039 $292,000 0
   Spire Wealth Management 680 - 2024-03-31 21,346 $282,000 0
   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
   Pathstone Holdings LLC 2057 - 2024-03-31 17,537 $232,000 0
   Triumph Capital Management 196 - 2024-03-31 17,032 $226,000 0
   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
   DAVENPORT & CO LLC 1042 - 2024-03-31 13,927 $184,000 0
   CoreCap Advisors LLC 563 - 2023-12-31 13,310 $171,000 0
   US BANCORP 2081 - 2024-03-31 12,725 $168,000 0
   Summit Financial LLC 377 - 2024-03-31 12,203 $164,000 0
   Horizon Wealth Management LLC 81 - 2024-03-31 11,260 $149,000 0
   CARRET ASSET MANAGEMENT 259 - 2024-03-31 10,000 $132,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 127 - 2024-03-31 10,000 $132,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 156 - 2024-03-31 9,597 $127,000 0
   HOLLENCREST SECURITIES LLC 347 - 2024-03-31 8,609 $114,000 0
   HARBOR INVESTMENT ADVISORY LLC 440 - 2024-03-31 7,890 $104,000 0
   PROEQUITIES INC. 1103 - 2024-03-31 4,456 $60,000 0
   Annis Gardner Whiting Capital Advisors LLC 419 - 2024-03-31 3,000 $40,000 0
   SIGNATUREFD, LLC 1751 - 2024-03-31 2,511 $33,000 0
   CoreFirst Bank & Trust 242 - 2024-03-31 2,485 $33,000 0
   Johnson Midwest Financial LLC 110 - 2023-09-30 2,447 $31,000 0
   DELTA ASSET MANAGEMENT LLC/TN 327 - 2024-03-31 2,100 $28,000 0
   MILESTONE GROUP INC 310 - 2024-03-31 1,957 $26,000 0
   Hoese & Co LLP 89 - 2024-03-31 1,750 $23,000 0
   CWM LLC 2910 - 2024-03-31 1,467 $19,000 0
   PRIVATE TRUST CO NA 1472 - 2024-03-31 1,293 $17,000 0
   Geneos Wealth Management Inc. 1476 - 2024-03-31 1,000 $13,000 0
   Northwest Capital Management Inc 356 - 2024-03-31 978 $13,000 0
   Compass Wealth Management LLC 335 - 2024-03-31 907 $12,000 0
   Sunbelt Securities Inc. 1207 - 2024-03-31 832 $11,000 0
   Stephens Consulting LLC 311 - 2024-03-31 744 $10,000 0
   Northwest Financial Advisors 564 - 2024-03-31 489 $6,000 0
   GPS Wealth Strategies Group LLC 1043 - 2024-03-31 324 $4,000 0
   Colonial Trust Co / SC 897 - 2024-03-31 254 $3,000 0
   Ameliora Wealth Management Ltd. 188 - 2024-03-31 200 $3,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 759 - 2024-03-31 157 $2,000 0
   ST GERMAIN D J CO INC 700 - 2024-03-31 187 $2,000 0
   Key Financial Inc 1300 - 2024-03-31 37 $0 0

  54 Records found
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