Ifp Advisors, Inc Nuveen Preferred & Income Term Fund Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$19.51 - $21.41 $13,657 - $14,987	-700 Closed	0 $0
Q3 2024 Feb 04, 2025	BUY	$19.3 - $20.82 $13,510 - $14,574	700 New	700 $14,000
Q3 2019 Nov 07, 2019	SELL	$23.67 - $24.79 $46,700 - $48,910	-1,973 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$20.21 - $22.77 $321,278 - $361,974	-15,897 Reduced 88.96%	1,973 $45,000
Q4 2018 Jan 23, 2019	SELL	$19.28 - $22.66 $470,104 - $552,518	-24,383 Reduced 57.71%	17,870 $361,000
Q3 2018 Oct 25, 2018	BUY	$22.44 - $23.67 $53,384 - $56,310	2,379 Added 5.97%	42,253 $0
Q2 2018 Aug 07, 2018	SELL	$22.93 - $24.09 $23,594 - $24,788	-1,029 Reduced 2.52%	39,874 $0
Q1 2018 Jun 03, 2019	BUY	$23.18 - $24.96 $83,332 - $89,731	3,595 Added 9.64%	40,903 $1.01 Million
Q1 2018 May 09, 2018	SELL	$23.18 - $24.96 $83,332 - $89,731	-3,595 Reduced 8.79%	37,308 $0
Q4 2017 Jan 24, 2018	SELL	$24.7 - $25.61 $101,220 - $104,949	-4,098 Reduced 9.11%	40,903 $0
Q3 2017 Oct 30, 2017	BUY	$24.57 - $25.36 $67,690 - $69,866	2,755 Added 6.52%	45,001 $1.13 Million
Q2 2017 Jun 03, 2019	BUY	N/A	5,496 Added 14.96%	42,246 $1.04 Million
Q1 2017 Jun 03, 2019	BUY	N/A	2,057 Added 5.93%	36,750 $885,000
Q4 2016 Jun 03, 2019	SELL	N/A	-2,244 Reduced 6.08%	34,693 $796,000
Q2 2016 Jun 03, 2019	BUY	N/A	34,964 Added 1772.12%	36,937 $904,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,973	1,973 $45,000

Others Institutions Holding JPI

# of Institutions

51

Shares Held

1.94M

Call Options Held

0

Put Options Held

0

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...

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