Beacon Financial Advisory LLC Nuveen Preferred & Income Securities Fund Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$6.1 - $6.56 $79 - $85	13 Added 0.12%	11,268 $69,000
Q2 2023 Jul 17, 2023	BUY	$6.05 - $6.55 $248 - $268	41 Added 0.37%	11,255 $71,000
Q1 2023 Apr 18, 2023	BUY	$5.88 - $7.67 $141 - $184	24 Added 0.21%	11,214 $72,000
Q4 2022 Jan 20, 2023	BUY	$6.41 - $7.21 $71,727 - $80,679	11,190 New	11,190 $0

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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