Cornerstone Advisory, LLC Nuveen Preferred & Income Term Fund Transaction History
Cornerstone Advisory, LLC
- $720 Million
- Q3 2024
A detailed history of Cornerstone Advisory, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 290,263 shares of JPI stock, worth $5.99 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
290,263
Previous 517,686
43.93%
Holding current value
$5.99 Million
Previous $10.1 Million
39.98%
% of portfolio
0.84%
Previous 1.48%
Shares
27 transactions
Others Institutions Holding JPI
# of Institutions
53Shares Held
2.44MCall Options Held
0Put Options Held
0-
Truist Financial Corp173KShares$3.56 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA144KShares$2.98 Million0.0% of portfolio
-
Envestnet Asset Management Inc144KShares$2.98 Million0.0% of portfolio
-
Ubs Group Ag137KShares$2.84 Million0.0% of portfolio
-
Morgan Stanley New York, NY128KShares$2.65 Million0.0% of portfolio
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...