Nuveen Variable Rate Preferred & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.43 M | $44.02 M | -9.83% | 10.04% |
| MORGAN STANLEY | 05/15/2026 | 2.00 M | $36.24 M | 0.89% | 8.26% |
| ROYAL BANK OF CANADA | 05/15/2026 | 657.84 K | $11.94 M | 3.27% | 2.72% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 387.56 K | $7.03 M | 39.95% | 1.60% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 387.37 K | $7.03 M | 11.69% | 1.60% |
| UBS GROUP AG | 05/05/2026 | 383.58 K | $6.96 M | -3.06% | 1.59% |
| INVESCO LTD. | 05/12/2026 | 259.86 K | $4.72 M | -5.01% | 1.08% |
| COHEN & STEERS, INC. | 05/15/2026 | 205.00 K | $3.72 M | 0.00% | 0.85% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 156.22 K | $2.84 M | -17.62% | 0.65% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 121.96 K | $2.21 M | 11.25% | 0.50% |
| 04/16/2026 | 68.79 K | $1.25 M | 0.12% | 0.28% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 64.57 K | $1.17 M | 3.72% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 61.67 K | $1.12 M | 30.22% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 61.26 K | $1.11 M | 35.30% | 0.25% |
| 05/11/2026 | 54.49 K | $989.07 K | -30.65% | 0.23% | |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 50.00 K | $915.29 K | 345.14% | 0.21% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 41.38 K | $751.05 K | 100.00% | 0.17% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 30.91 K | $561.00 K | 5.22% | 0.13% |
| BESSEMER GROUP INC | 05/06/2026 | 27.98 K | $508.00 K | 100.00% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 27.97 K | $507.66 K | 100.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.86 K | $487.47 K | 7,753.22% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 25.56 K | $464.00 K | -3.77% | 0.11% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 24.40 K | $446.69 K | -6.51% | 0.10% |
| LPL FINANCIAL LLC | 05/06/2026 | 20.59 K | $373.76 K | 31.96% | 0.09% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 19.87 K | $360.58 K | 1.60% | 0.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 05/12/2026 | 18.00 K | $326.70 K | -14.29% | 0.07% |
| SEED WEALTH MANAGEMENT, INC. | 04/08/2026 | 17.03 K | $309.10 K | -20.97% | 0.07% |
| HRT FINANCIAL LP | 05/14/2026 | 15.76 K | $285.00 K | 100.00% | 0.07% |
| LIDO ADVISORS, LLC | 05/13/2026 | 15.05 K | $275.59 K | -0.36% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 15.03 K | $272.77 K | -6.54% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 13.75 K | $251.71 K | 9.65% | 0.06% |
| SAGE CAPITAL MANAGEMENT, LLC | 04/15/2026 | 13.50 K | $245.03 K | 0.00% | 0.06% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 12.57 K | $228.18 K | -46.68% | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 04/21/2026 | 12.03 K | $218.38 K | -3.04% | 0.05% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 05/01/2026 | 12.00 K | $217.80 K | 0.00% | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 11.77 K | $213.57 K | 0.00% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 10.70 K | $194.20 K | 1.57% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 8.88 K | $161.12 K | 190.10% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 6.22 K | $112.82 K | 100.00% | 0.03% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 05/06/2026 | 4.77 K | $86.52 K | -49.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 3.48 K | $63.25 K | -42.28% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 3.11 K | $56.52 K | 6.97% | 0.01% |
| BARCLAYS PLC | 05/15/2026 | 2.80 K | $50.82 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 2.54 K | $46.08 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 1.53 K | $27.83 K | 100.00% | 0.01% |
| WPG ADVISERS, LLC | 04/30/2026 | 1.38 K | $25.05 K | 17.05% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.23 K | $22.27 K | 49.45% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 947 | $17.19 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 700 | $12.00 K | 100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 533 | $9.90 K | 100.00% | 0.00% |
Nuveen Variable Rate Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Nuveen Variable Rate Preferred & Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.43 M
MORGAN STANLEY: 2 M
ROYAL BANK OF CANADA: 657,842
Advisors Asset Management, Inc.: 387,562
WELLS FARGO & COMPANY/MN: 387,368
UBS Group AG: 383,581
32.26% of Nuveen Variable Rate Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.83 M shares in the last 24 months. This purchase volume represents approximately $148.84 M in transactions.