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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.16% |
$1.19K - $1.31K
|
37.7K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.53K- 5.52% |
$186K - $204K
|
163K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
340+ 27.69% |
$6.63K - $7.28K
|
1.57K
$31.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-195- 1.87% |
$3.8K - $4.17K
|
10.2K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-4.9K- 12.94% |
$95.6K - $105K
|
33K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
323+ 3.29% |
$6.3K - $6.92K
|
10.1K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.91K- 3.43% |
$56.9K - $62.4K
|
82.1K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21K+ 77.79% |
$410K - $450K
|
48K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.2KNew |
$315K - $346K
|
16.2K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
581+ 3.59% |
$11.3K - $12.4K
|
16.8K
$338K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.9K- 13.18% |
$402K - $434K
|
137K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.87K+ 19.54% |
$152K - $164K
|
48.2K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.34K+ 38.15% |
$180K - $195K
|
33.8K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 36.77% |
$1.44M - $1.56M
|
128K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33K- 1.52% |
$25.6K - $27.6K
|
86.2K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200K- 81.42% |
$3.87M - $4.17M
|
45.7K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 44.68% |
$318K - $343K
|
20.4K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 5.51% |
$41.6K - $44.8K
|
36.9K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.3K- 21.8% |
$777K - $838K
|
144K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-273- 2.6% |
$5.27K - $5.68K
|
10.2K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-227K- 43.93% |
$4.39M - $4.73M
|
290K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
39.9KNew |
$771K - $832K
|
39.9K
$805K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 6.03% |
$20.1K - $21.7K
|
16.2K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.14K- 5.85% |
$119K - $128K
|
98.9K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.63K- 70.28% |
$109K - $117K
|
2.38K
$47.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204K- 58.64% |
$3.95M - $4.26M
|
144K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 99.95% |
$35.3K - $38K
|
1
$20.2
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195New |
$3.76K - $4.06K
|
195
$3.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.39% |
$154 - $167
|
2.04K
$41.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15KNew |
$290K - $313K
|
15K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1K+ 1982.12% |
$1.43M - $1.54M
|
77.8K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 49.57% |
$329K - $355K
|
17.4K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 10.49% |
$235K - $254K
|
104K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.5K
|
600
$12.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 12.03% |
$30.1K - $32.4K
|
11.4K
$230K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$380K - $395K
|
20.3K
$409K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 13.72% |
$44.5K - $46.2K
|
19.7K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-39.4K- 6.93% |
$739K - $767K
|
530K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12.7K+ 2.9% |
$238K - $247K
|
450K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 9.0% |
$19.1K - $19.8K
|
10.3K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87.1KNew |
$1.63M - $1.7M
|
87.1K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.25K- 6.54% |
$79.6K - $82.6K
|
60.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
32.8K+ 30.1% |
$615K - $638K
|
142K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 37.3% |
$183K - $190K
|
16.4K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
229K+ 83.89% |
$4.29M - $4.46M
|
502K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 129.46% |
$4.84M - $5.02M
|
458K
$9.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 1.61% |
$4.69K - $4.87K
|
15.7K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
41.7K+ 292.55% |
$782K - $811K
|
55.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
35.8K+ 72.26% |
$672K - $697K
|
85.4K
$1.72M
|
|