New Edge Advisors, LLC Nuveen Preferred & Income Term Fund Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$18.75 - $19.46 $44,493 - $46,178	2,373 Added 13.72%	19,665 $382,000
Q1 2024 May 14, 2024	BUY	$18.28 - $19.24 $70,816 - $74,535	3,874 Added 28.87%	17,292 $332,000
Q4 2023 Feb 13, 2024	BUY	$16.28 - $18.36 $215,237 - $242,737	13,221 Added 6711.17%	13,418 $245,000
Q3 2023 Nov 14, 2023	SELL	$16.78 - $17.88 $171,004 - $182,215	-10,191 Reduced 98.1%	197 $3,000
Q1 2023 May 12, 2023	SELL	$16.18 - $20.62 $90,769 - $115,678	-5,610 Reduced 35.07%	10,388 $183,000
Q4 2022 Feb 14, 2023	BUY	$17.58 - $19.44 $84,559 - $93,506	4,810 Added 42.99%	15,998 $297,000
Q3 2022 Nov 14, 2022	BUY	$18.31 - $21.21 $5,493 - $6,363	300 Added 2.76%	11,188 $207,000
Q2 2022 Aug 09, 2022	BUY	$18.82 - $22.13 $11,292 - $13,278	600 Added 5.83%	10,888 $210,000
Q1 2022 May 13, 2022	BUY	$21.25 - $25.81 $26,541 - $32,236	1,249 Added 13.82%	10,288 $226,000
Q4 2021 Feb 17, 2022	BUY	$24.27 - $25.96 $219,376 - $234,652	9,039 New	9,039 $234,000
Q3 2017 Nov 13, 2017	SELL	$24.57 - $25.36 $16,707 - $17,244	-680 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	680	680 $0

Others Institutions Holding JPI

# of Institutions

54

Shares Held

2M

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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