Latest Institutional Transactions on Nuveen Preferred & Income Term Fund (JPI)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Term Fund (JPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 34.96% |
$28.2K - $29.8K
|
2.71K
$54.5K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
248KNew |
$4.79M - $5.06M
|
248K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 131.13% |
$1.34M - $1.41M
|
122K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-34Closed |
$658 - $695
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-890- 6.5% |
$17.2K - $18.2K
|
12.8K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.09K- 4.22% |
$118K - $124K
|
138K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
395+ 0.39% |
$7.64K - $8.08K
|
102K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$215K - $227K
|
11.1K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-10K- 27.39% |
$194K - $205K
|
26.6K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 100.31% |
$286K - $302K
|
29.5K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.29K- 3.0% |
$24.9K - $26.3K
|
41.7K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.38KNew |
$162K - $171K
|
8.38K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.51K+ 6.98% |
$184K - $195K
|
146K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.69K- 4.39% |
$90.7K - $95.9K
|
102K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 10.87% |
$303K - $320K
|
160K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
577+ 23.51% |
$11.2K - $11.8K
|
3.03K
$60.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.12K- 7.12% |
$60.4K - $63.9K
|
40.8K
$819K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 475.21% |
$594K - $627K
|
37.1K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.26KNew |
$63K - $66.6K
|
3.26K
$65.4K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.9K+ 133.52% |
$384K - $406K
|
34.7K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01K- 1.22% |
$19.4K - $20.6K
|
81.1K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.43% |
$194 - $205
|
2.32K
$46.6K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-3.4K- 47.62% |
$65.8K - $69.5K
|
3.74K
$75.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16K- 1.14% |
$22.5K - $23.8K
|
101K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-91.7K- 46.82% |
$1.77M - $1.87M
|
104K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-509- 3.28% |
$9.85K - $10.4K
|
15K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.61K+ 29.54% |
$128K - $135K
|
29K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
203+ 2.0% |
$3.93K - $4.15K
|
10.3K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 8.65% |
$27.1K - $28.6K
|
14.8K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 2.04% |
$619 - $654
|
1.6K
$32.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 1.58% |
$40.8K - $43.1K
|
135K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.92K- 6.08% |
$192K - $203K
|
153K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 0.91% |
$5.81K - $6.14K
|
32.7K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 6.39% |
$20.1K - $21.3K
|
15.2K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
41.8K+ 87.09% |
$810K - $856K
|
89.9K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.3K
|
600
$12.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2KNew |
$38.7K - $40.9K
|
2K
$40.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12K- 6.66% |
$21.6K - $22.8K
|
15.7K
$315K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-333- 33.33% |
$6.44K - $6.81K
|
666
$13.4K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
48+ 16.0% |
$936 - $1.03K
|
348
$6.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$207K - $228K
|
10.6K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-700Closed |
$13.7K - $15K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.16% |
$1.19K - $1.31K
|
37.7K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-195- 1.87% |
$3.8K - $4.17K
|
10.2K
$206K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-273- 2.6% |
$5.27K - $5.68K
|
10.2K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.63K- 70.28% |
$109K - $117K
|
2.38K
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 99.95% |
$35.3K - $38K
|
1
$20.1
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195New |
$3.76K - $4.06K
|
195
$3.92K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1K+ 1982.12% |
$1.43M - $1.54M
|
77.8K
$1.56M
|
|