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Get Institutions for : 
Nuveen Equity Premium Income Fund (JPZ)  
$13.38 0.22 (1.67%) as of 4:30 Wed 5/15


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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  : 
0.87 (6.95%)  




 
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 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 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
   ROYAL BANK OF CANADA 1490 - 2023-12-31 729,353 $9,357,000 -2,979
   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
   MONECO Advisors LLC 41 - 2024-03-31 266,278 $3,523,000 -5,071
   Focused Wealth Management Inc 32 - 2024-03-31 260,869 $3,451,000 -4,326
   STIFEL FINANCIAL CORP 1393 - 2023-12-31 236,451 $3,034,000 -996
   WOLVERINE ASSET MANAGEMENT LLC 157 - 2023-12-31 159,628 $2,048,000 -45,300
   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
   Hennion & Walsh Asset Management Inc. 313 - 2024-03-31 116,747 $1,545,000 -3,286
   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
   ARBOR CAPITAL MANAGEMENT INC /ADV 55 - 2023-12-31 91,957 $1,172,000 -1,822
   Patten Group Inc. 105 - 2024-03-31 80,898 $1,070,000 -467
   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
   Atomi Financial Group Inc. 224 - 2024-03-31 60,442 $800,000 -14,213
   BB&T CORP 1705 - 2023-12-31 60,493 $776,000 -23,421
   INTL FCSTONE INC. 189 - 2024-03-31 50,158 $675,000 -97
   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
   Atria Wealth Solutions Inc. 1186 - 2023-12-31 39,427 $506,000 -2,975
   Stonebrook Private Inc. 124 - 2024-03-31 32,363 $428,000 -1,981
   Tyche Wealth Partners LLC 171 - 2024-03-31 27,942 $370,000 -2,933
   Armor Investment Advisors LLC 83 - 2024-03-31 25,187 $333,000 -6,816
   Palogic Value Management L.P. 120 - 2023-12-31 24,371 $313,000 -1,000
   PNC FINANCIAL SERVICES GROUP INC 1881 - 2024-03-31 22,823 $302,000 -5,385
   AE Wealth Management LLC 1704 - 2023-12-31 22,590 $292,000 -775
   GREAT VALLEY ADVISOR GROUP INC. 618 - 2024-03-31 21,553 $285,000 -1,600
   Koshinski Asset Management Inc. 551 - 2024-03-31 13,914 $184,000 -1,169
   Wealth Dimensions Group Ltd. 141 - 2024-03-31 13,205 $175,000 -368
   Western Wealth Management LLC 629 - 2024-03-31 10,800 $143,000 -400
   CITIGROUP INC 3755 - 2024-03-31 3,447 $46,000 -2,846
   J P MORGAN CHASE & CO 4821 - 2024-03-31 2,429 $32,000 -5,045
   BENJAMIN F. EDWARDS & COMPANY INC. 1668 - 2024-03-31 868 $11,000 -1,289
   Fortis Group Advisors LLC 412 - 2024-03-31 250 $3,000 -250

  43 Records found
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