Sowell Financial Services LLC Nuveen Preferred & Income Securities Fund Transaction History

Sowell Financial Services LLC

$2.05 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$6.05 - $6.55 $1.01 Million - $1.1 Million	167,244 Added 92.91%	347,244 $2.22 Million
Q1 2023 May 12, 2023	BUY	$5.88 - $7.67 $164,816 - $214,990	28,030 Added 18.44%	180,000 $1.16 Million
Q4 2022 Feb 09, 2023	BUY	$6.41 - $7.21 $974,127 - $1.1 Million	151,970 New	151,970 $1.03 Million
Q2 2021 Aug 05, 2021	SELL	$9.65 - $9.98 $2,557 - $2,644	-265 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$9.13 - $9.72 $228 - $243	25 Added 10.42%	265 $3,000
Q4 2020 Jan 13, 2021	BUY	$8.69 - $9.73 $747 - $836	86 Added 55.84%	240 $2,000
Q3 2020 Nov 12, 2020	SELL	$8.43 - $9.23 $101 - $110	-12 Reduced 7.23%	154 $1,000
Q2 2020 Aug 13, 2020	BUY	$6.61 - $8.96 $125 - $170	19 Added 12.93%	166 $1,000
Q1 2020 May 12, 2020	SELL	$4.92 - $10.44 $55,837 - $118,483	-11,349 Reduced 98.72%	147 $1,000
Q4 2019 Feb 07, 2020	BUY	$9.89 - $10.3 $22,915 - $23,865	2,317 Added 25.24%	11,496 $115,000
Q3 2019 Nov 14, 2019	BUY	$9.45 - $9.97 $86,741 - $91,514	9,179 New	9,179 $90,000

Others Institutions Holding JPS

# of Institutions

15

Shares Held

728K

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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