Steward Partners Investment Advisory, LLC Nuveen Preferred & Income Term Fund Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$18.75 - $19.46 $52,462 - $54,449	-2,798 Reduced 10.28%	24,426 $475,000
Q1 2024 May 15, 2024	SELL	$18.28 - $19.24 $36,560 - $38,480	-2,000 Reduced 6.84%	27,224 $523,000
Q4 2023 Feb 12, 2024	SELL	$16.28 - $18.36 $22,108 - $24,932	-1,358 Reduced 4.44%	29,224 $534,000
Q3 2023 Nov 13, 2023	SELL	$16.78 - $17.88 $11,108 - $11,836	-662 Reduced 2.12%	30,582 $525,000
Q2 2023 Aug 14, 2023	SELL	$16.1 - $17.83 $37,738 - $41,793	-2,344 Reduced 6.98%	31,244 $524,000
Q1 2023 May 15, 2023	SELL	$16.18 - $20.62 $4,530 - $5,773	-280 Reduced 0.83%	33,588 $592,000
Q4 2022 Feb 15, 2023	SELL	$17.58 - $19.44 $1,002 - $1,108	-57 Reduced 0.17%	33,868 $629,000
Q3 2022 Nov 10, 2022	SELL	$18.31 - $21.21 $11,297 - $13,086	-617 Reduced 1.79%	33,925 $625,000
Q2 2022 Aug 04, 2022	SELL	$18.82 - $22.13 $22,659 - $26,644	-1,204 Reduced 3.37%	34,542 $664,000
Q1 2022 May 02, 2022	SELL	$21.25 - $25.81 $91,205 - $110,776	-4,292 Reduced 10.72%	35,746 $786,000
Q4 2021 Feb 08, 2022	SELL	$24.27 - $25.96 $72,712 - $77,776	-2,996 Reduced 6.96%	40,038 $1.04 Million
Q3 2021 Nov 12, 2021	BUY	$24.8 - $26.43 $36,232 - $38,614	1,461 Added 3.51%	43,034 $1.07 Million
Q2 2021 Aug 13, 2021	BUY	$25.03 - $25.78 $418,201 - $430,732	16,708 Added 67.19%	41,573 $1.06 Million
Q1 2021 May 14, 2021	BUY	$23.58 - $25.01 $574,526 - $609,368	24,365 Added 4873.0%	24,865 $621,000
Q2 2020 Aug 06, 2020	SELL	$16.83 - $22.65 $8,415 - $11,325	-500 Reduced 50.0%	500 $11,000
Q1 2020 Apr 29, 2020	SELL	$14.04 - $26.46 $2,808 - $5,292	-200 Reduced 16.67%	1,000 $18,000
Q2 2019 Jul 25, 2019	BUY	$22.61 - $23.68 $27,132 - $28,416	1,200 New	1,200 $28,000
Q4 2018 Jan 15, 2019	SELL	$19.28 - $22.66 $80,976 - $95,172	-4,200 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$22.44 - $23.67 $94,248 - $99,414	4,200 New	4,200 $95,000

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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