Concourse Financial Group Securities, Inc. Nuveen Preferred & Income Term Fund Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share
Q3 2024 Oct 10, 2024	BUY	$19.3 - $20.82 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$18.75 - $19.46 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$18.28 - $19.24 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$16.28 - $18.36 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$16.78 - $17.88 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$16.78 - $17.88 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$16.1 - $17.83 $0 - $0
Q1 2023 May 15, 2023	BUY	$16.18 - $20.62 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$17.58 - $19.44 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$18.31 - $21.21 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$18.82 - $22.13 $0 - $0
Q1 2022 May 09, 2022	BUY	$21.25 - $25.81 $0 - $0
Q4 2021 Feb 07, 2022	BUY	$24.27 - $25.96 $0 - $0
Q3 2021 Nov 09, 2021	BUY	$24.8 - $26.43 $0 - $0
Q2 2021 Aug 13, 2021	BUY	$25.03 - $25.78 $0 - $0
Q1 2021 May 13, 2021	BUY	$23.58 - $25.01 $0 - $0
Q4 2020 Feb 02, 2021	BUY	$21.63 - $24.61 $0 - $0
Q3 2020 Nov 13, 2020	BUY	$21.33 - $23.17 $0 - $0
Q2 2020 Aug 13, 2020	BUY	$16.83 - $22.65 $0 - $0
Q1 2020 May 13, 2020	BUY	$14.04 - $26.46 $0 - $0
Q4 2019 Feb 14, 2020	BUY	$24.44 - $25.81 $0 - $0
Q3 2019 Nov 13, 2019	BUY	$23.67 - $24.79 $0 - $0
Q2 2019 Aug 13, 2019	BUY	$22.61 - $23.68 $0 - $0
Q1 2019 May 15, 2019	BUY	$20.21 - $22.77 $0 - $0
Q4 2018 Feb 14, 2019	BUY	$19.28 - $22.66 $0 - $0
Q3 2018 Nov 13, 2018	BUY	$22.44 - $23.67 $0 - $0

Others Institutions Holding JPI

# of Institutions

Shares Held

6.3M

Call Options Held

Put Options Held

Atlas Wealth LLC Cincinnati, OH

619K
Shares

$13 Million
1.88% of portfolio
Sit Investment Associates Inc Minneapolis, MN

530K
Shares

$11.1 Million
0.24% of portfolio
Almitas Capital LLC Santa Monica, CA

502K
Shares

$10.5 Million
4.23% of portfolio
Jane Street Group, LLC New York, NY

458K
Shares

$9.59 Million
0.01% of portfolio
Punch & Associates Investment Management, Inc. Edina, MN

450K
Shares

$9.44 Million
0.54% of portfolio

View Full List

About Nuveen Preferred & Income Term Fund

Ticker JPI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...

More about JPI

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