Level Four Advisory Services, LLC Nuveen Preferred & Income Securities Fund Transaction History

Level Four Advisory Services, LLC

$2.3 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$6.1 - $6.56 $11,785 - $12,673	-1,932 Reduced 9.22%	19,031 $117,000
Q1 2023 Jun 05, 2023	BUY	$5.88 - $7.67 $17,640 - $23,010	3,000 Added 16.7%	20,963 $135,000
Q4 2022 Feb 13, 2023	BUY	$6.41 - $7.21 $37,895 - $42,625	5,912 Added 49.06%	17,963 $122,000
Q2 2022 Aug 08, 2022	SELL	$7.0 - $8.6 $21,000 - $25,800	-3,000 Reduced 19.93%	12,051 $87,000
Q4 2021 Feb 11, 2022	BUY	$9.23 - $9.94 $27,690 - $29,820	3,000 Added 24.89%	15,051 $146,000
Q3 2021 Oct 12, 2021	SELL	$9.79 - $10.06 $4,669 - $4,798	-477 Reduced 3.81%	12,051 $118,000
Q1 2021 May 10, 2021	BUY	$9.13 - $9.72 $114,380 - $121,772	12,528 New	12,528 $122,000

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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