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 | 08/12/2026 | 2.41 M | $45.33 M | -0.68% | 9.97% |
| MORGAN STANLEY | 08/13/2026 | 1.97 M | $37.04 M | -1.42% | 8.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 587.47 K | $11.06 M | -10.70% | 2.43% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 444.39 K | $8.36 M | 14.66% | 1.84% |
| UBS GROUP AG | 08/13/2026 | 416.65 K | $7.84 M | 8.62% | 1.72% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 270.30 K | $5.09 M | -30.22% | 1.12% |
| INVESCO LTD. | 08/14/2026 | 265.96 K | $5.01 M | 2.35% | 1.10% |
| ATLAS WEALTH LLC | 07/28/2026 | 263.39 K | $4.96 M | 100.00% | 1.09% |
| COHEN & STEERS, INC. | 08/14/2026 | 205.00 K | $3.86 M | 0.00% | 0.85% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 154.40 K | $2.91 M | -1.17% | 0.64% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 127.21 K | $2.39 M | 4.30% | 0.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 67.23 K | $1.27 M | 4.11% | 0.28% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 64.08 K | $1.22 M | -6.84% | 0.27% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 51.52 K | $969.59 K | -5.46% | 0.21% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 50.42 K | $956.82 K | 0.85% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 47.56 K | $895.01 K | -22.37% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 42.37 K | $797.42 K | -31.29% | 0.18% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 41.58 K | $782.60 K | 0.49% | 0.17% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 36.90 K | $694.00 K | 19.35% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 30.64 K | $577.00 K | 19.86% | 0.13% |
| BESSEMER GROUP INC | 08/12/2026 | 27.98 K | $527.00 K | 0.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 23.36 K | $439.57 K | -13.04% | 0.10% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 20.29 K | $381.98 K | 2.15% | 0.08% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 19.74 K | $371.58 K | 100.00% | 0.08% |
| LPL FINANCIAL LLC | 08/07/2026 | 18.88 K | $355.38 K | -8.30% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 18.03 K | $339.28 K | 417.42% | 0.07% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 09/11/2026 | 18.00 K | $338.76 K | 0.00% | 0.07% |
| SEED WEALTH MANAGEMENT, INC. | 07/27/2026 | 17.03 K | $320.51 K | 0.00% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 15.08 K | $283.85 K | 0.36% | 0.06% |
| LIDO ADVISORS, LLC | 08/07/2026 | 15.05 K | $285.67 K | 0.00% | 0.06% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 14.62 K | $275.00 K | 100.00% | 0.06% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/20/2026 | 13.50 K | $254.07 K | 0.00% | 0.06% |
| CHOREO, LLC | 08/04/2026 | 12.76 K | $242.14 K | -7.21% | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 12.33 K | $232.01 K | -55.92% | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 07/20/2026 | 11.77 K | $221.46 K | 0.00% | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 08/05/2026 | 11.66 K | $219.40 K | -3.11% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 10.79 K | $203.08 K | 0.85% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 6.10 K | $114.82 K | 100.00% | 0.03% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 07/14/2026 | 3.27 K | $61.53 K | -31.42% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 3.11 K | $58.57 K | -0.06% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.10 K | $58.34 K | 100.00% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 2.80 K | $52.70 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 2.54 K | $47.78 K | 0.00% | 0.01% |
| WPG ADVISERS, LLC | 08/06/2026 | 1.38 K | $25.88 K | -0.36% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 974 | $18.34 K | -36.46% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 947 | $17.82 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 700 | $13.00 K | 0.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 611 | $11.50 K | 100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 533 | $9.97 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 458 | $8.62 K | 0.00% | 0.00% |
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Nuveen Variable Rate Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Nuveen Variable Rate Preferred & Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.41 M
MORGAN STANLEY: 1.97 M
ROYAL BANK OF CANADA: 587,471
Advisors Asset Management, Inc.: 444,389
UBS Group AG: 416,649
WELLS FARGO & COMPANY/MN: 270,297
32.49% of Nuveen Variable Rate Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.00 M shares in the last 24 months. This purchase volume represents approximately $152.18 M in transactions.