Cornerstone Advisory, LLC Nuveen Preferred & Income Term Fund Transaction History
Cornerstone Advisory, LLC
- $786 Million
- Q4 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 195,819 shares of JPI stock, worth $3.92 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
195,819
Previous 290,263
32.54%
Holding current value
$3.92 Million
Previous $6.04 Million
36.49%
% of portfolio
0.49%
Previous 0.84%
Shares
28 transactions
Others Institutions Holding JPI
# of Institutions
54Shares Held
2MCall Options Held
0Put Options Held
0-
Truist Financial Corp163KShares$3.27 Million0.01% of portfolio
-
Morgan Stanley New York, NY144KShares$2.89 Million0.0% of portfolio
-
Ubs Group Ag144KShares$2.88 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA136KShares$2.73 Million0.0% of portfolio
-
Envestnet Asset Management Inc133KShares$2.67 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...