Atria Wealth Solutions, Inc. Nuveen Preferred & Income Securities Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$6.1 - $6.56 $97,996 - $105,386	-16,065 Reduced 11.81%	119,979 $740,000
Q2 2023 Aug 03, 2023	SELL	$6.05 - $6.55 $153,161 - $165,819	-25,316 Reduced 15.69%	136,044 $867,000
Q1 2023 Aug 22, 2023	BUY	$5.88 - $7.67 $124,750 - $162,726	21,216 Added 15.59%	157,260 $1.02 Million
Q1 2023 Jun 14, 2023	BUY	$5.88 - $7.67 $24,108 - $31,447	4,100 Added 2.61%	161,360 $1.04 Million
Q1 2023 May 10, 2023	SELL	$5.88 - $7.67 $24,108 - $31,447	-4,100 Reduced 2.54%	157,260 $1.02 Million
Q4 2022 Aug 30, 2023	BUY	$6.41 - $7.21 $162,275 - $182,528	25,316 Added 18.61%	161,360 $1.1 Million
Q4 2022 Feb 13, 2023	BUY	$6.41 - $7.21 $158,756 - $178,570	24,767 Added 18.13%	161,360 $1.1 Million
Q3 2022 Nov 14, 2022	BUY	$6.5 - $7.93 $231,094 - $281,935	35,553 Added 35.19%	136,593 $902,000
Q2 2022 Aug 15, 2022	SELL	$7.0 - $8.6 $477,253 - $586,339	-68,179 Reduced 40.29%	101,040 $735,000
Q1 2022 May 16, 2022	BUY	$7.88 - $9.73 $1.33 Million - $1.65 Million	169,219 New	169,219 $1.43 Million

Others Institutions Holding JPS

# of Institutions

16

Shares Held

793K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

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