A detailed history of Steward Partners Investment Advisory, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 24,426 shares of JPI stock, worth $520,029. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,426
Previous 27,224 10.28%
Holding current value
$520,029
Previous $523,000 9.18%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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...
More about JPI
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