Northwestern Mutual Wealth Management CO Nuveen Preferred & Income Term Fund Transaction History

Northwestern Mutual Wealth Management CO

$112 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$18.28 - $19.24 $54 - $57	3 Added 0.47%	647 $12,000
Q4 2023 Feb 13, 2024	BUY	$16.28 - $18.36 $3,793 - $4,277	233 Added 56.69%	644 $11,000
Q3 2023 Nov 14, 2023	BUY	$16.78 - $17.88 $1,963 - $2,091	117 Added 39.8%	411 $7,000
Q2 2023 Aug 14, 2023	BUY	$16.1 - $17.83 $80 - $89	5 Added 1.73%	294 $4,000
Q1 2023 May 15, 2023	BUY	$16.18 - $20.62 $48 - $61	3 Added 1.05%	289 $5,000
Q4 2022 Feb 21, 2023	SELL	$17.58 - $19.44 $16,208 - $17,923	-922 Reduced 76.32%	286 $5,000
Q3 2022 Nov 14, 2022	BUY	$18.31 - $21.21 $91 - $106	5 Added 0.42%	1,208 $22,000
Q2 2022 Aug 04, 2022	SELL	$18.82 - $22.13 $7,433 - $8,741	-395 Reduced 24.72%	1,203 $23,000
Q1 2022 May 09, 2022	BUY	$21.25 - $25.81 $63 - $77	3 Added 0.19%	1,598 $35,000
Q4 2021 Feb 03, 2022	BUY	$24.27 - $25.96 $145 - $155	6 Added 0.38%	1,595 $41,000
Q3 2021 Nov 15, 2021	BUY	$24.8 - $26.43 $99 - $105	4 Added 0.25%	1,589 $39,000
Q2 2021 Aug 13, 2021	BUY	$25.03 - $25.78 $100 - $103	4 Added 0.25%	1,585 $41,000
Q1 2021 May 14, 2021	SELL	$23.58 - $25.01 $26,079 - $27,661	-1,106 Reduced 41.16%	1,581 $39,000
Q4 2020 Feb 12, 2021	SELL	$21.63 - $24.61 $9,452 - $10,754	-437 Reduced 13.99%	2,687 $66,000
Q3 2020 Nov 13, 2020	SELL	$21.33 - $23.17 $6,612 - $7,182	-310 Reduced 9.03%	3,124 $69,000
Q2 2020 Aug 14, 2020	BUY	$16.83 - $22.65 $21,424 - $28,833	1,273 Added 58.91%	3,434 $78,000
Q1 2020 May 08, 2020	SELL	$14.04 - $26.46 $18,111 - $34,133	-1,290 Reduced 37.38%	2,161 $39,000
Q4 2019 Feb 13, 2020	SELL	$24.44 - $25.81 $13,295 - $14,040	-544 Reduced 13.62%	3,451 $89,000
Q3 2019 Nov 12, 2019	BUY	$23.67 - $24.79 $36,593 - $38,325	1,546 Added 63.13%	3,995 $99,000
Q2 2019 Aug 12, 2019	BUY	$22.61 - $23.68 $9,767 - $10,229	432 Added 21.42%	2,449 $58,000
Q1 2019 May 10, 2019	BUY	$20.21 - $22.77 $13,884 - $15,642	687 Added 51.65%	2,017 $45,000
Q4 2018 Feb 12, 2019	SELL	$19.28 - $22.66 $19,280 - $22,660	-1,000 Reduced 42.92%	1,330 $27,000
Q3 2018 Nov 01, 2018	BUY	$22.44 - $23.67 $22,440 - $23,670	1,000 Added 75.19%	2,330 $53,000
Q3 2017 Nov 07, 2017	BUY	$24.57 - $25.36 $22,850 - $23,584	930 Added 232.5%	1,330 $33,000
Q2 2017 Aug 10, 2017	BUY	N/A	400	400 $10,000

Others Institutions Holding JPI

# of Institutions

Shares Held

2.02M

Call Options Held

Put Options Held

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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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