NUVEEN PREFERRED & INCOME (NPFI) Institutional Ownership and Insiders Activity
NUVEEN PREFERRED & INCOME (NPFI) is widely held by institutional investors, with 24 firms reporting positions valued at approximately $42.40M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Berger Financial Group, Inc is the largest disclosed holder, reporting approximately $15.01M in NPFI holdings in its latest filing.
Institutional Holders
24
Total Reported Value
$42.40M
Largest Holder
Berger Financial Group, Inc
Largest Position
$15.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Berger Financial Group, Inc$15.01M
- Mbl Wealth, Llc$7.31M
- Astoria Portfolio Advisors Llc.$4.76M
- Maia Wealth Llc$3.80M
- Cwm, Llc$2.15M