NUVEEN PREFERRED & INCOME (NPFI) Institutional Ownership Changes & 13F Activity
NUVEEN PREFERRED & INCOME (NPFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Astoria Portfolio Advisors Llc., Maia Wealth Llc, Cwm, Llc, Mbl Wealth, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -4,324 | -13.9% | 26,879 | $702.85K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +9,143 | +14.6% | 71,786 | $1.88M | Q2 2026 | Sep 09, 2026 |
| Jefferies Financial Group Inc. | Buy | +1,421 | +5.6% | 26,870 | $702.62K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +32,084 | +227.6% | 46,183 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +357 | — | 357 | $9.34K | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital Llc | Buy | +141 | — | 141 | $3.69K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +11 | +1.0% | 1,157 | $30.27K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +1,008 | +11.6% | 9,674 | $252.95K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +26,258 | +56.5% | 72,768 | $1.90M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,968 | +22.4% | 10,744 | $280.94K | Q2 2026 | Aug 07, 2026 |
| Buckley Wealth Management, Llc | Buy | +1,000 | +5.0% | 20,936 | $547.46K | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | Sell | -4,580 | -0.8% | 574,054 | $15.01M | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +274 | +3.3% | 8,655 | $226.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +8,975 | — | 8,975 | $234.69K | Q2 2026 | Jul 29, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +114,481 | +169.5% | 182,038 | $4.76M | Q2 2026 | Jul 28, 2026 |
| Maia Wealth Llc | Buy | +110,372 | — | 110,372 | $2.89M | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial Llc | Sell | -1,300 | -3.3% | 38,000 | $993.66K | Q2 2026 | Jul 27, 2026 |
| Mbl Wealth, Llc | Buy | +70,617 | +543.2% | 83,617 | $2.19M | Q2 2026 | Jul 15, 2026 |
| Massmutual Private Wealth & Trust, Fsb | Sell | -40 | -0.3% | 13,496 | $352.91K | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, Llc | Sell | -3,132 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -83,628 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Centurion Wealth Management Llc | Sell | -9,598 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 13, 2026 |
Frequently asked questions about NPFI activity
Which institutional owners are buying NPFI?
Institutional owners buying NPFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NPFI activity?
"Buy" means an investor increased their reported position in NPFI compared to the prior reporting period. This reflects growing exposure to NUVEEN PREFERRED & INCOME (NPFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NPFI increasing?
Institutional interest in NPFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.