Prelude Capital Management, LLC Nuveen Preferred & Income Term Fund Transaction History

Prelude Capital Management, LLC

$1.39 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$14.04 - $26.46 $11,386 - $21,459	-811 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$24.44 - $25.81 $18,330 - $19,357	-750 Reduced 48.05%	811 $21,000
Q3 2019 Nov 14, 2019	BUY	$23.67 - $24.79 $36,948 - $38,697	1,561 New	1,561 $39,000

Others Institutions Holding JPI

# of Institutions

74

Shares Held

6.53M

Call Options Held

0

Put Options Held

0

Atlas Wealth LLC Cincinnati, OH

619K
Shares

$12.4 Million
1.88% of portfolio
Sit Investment Associates Inc Minneapolis, MN

530K
Shares

$10.6 Million
0.24% of portfolio
Cornerstone Advisory, LLC

518K
Shares

$10.4 Million
1.48% of portfolio
Almitas Capital LLC Santa Monica, CA

502K
Shares

$10.1 Million
4.23% of portfolio
Jane Street Group, LLC New York, NY

458K
Shares

$9.17 Million
0.01% 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...

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