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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$287K - $315K
|
14.7K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 8.32% |
$24.4K - $26.8K
|
16.3K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 32.75% |
$65.9K - $72.3K
|
13.7K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 12.24% |
$307K - $337K
|
144K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.9K+ 55.84% |
$369K - $404K
|
52.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.53K+ 4.75% |
$127K - $140K
|
144K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 17.93% |
$301K - $331K
|
102K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.22K- 10.84% |
$102K - $112K
|
43K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.14KNew |
$139K - $153K
|
7.14K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.86K- 4.06% |
$36.2K - $39.7K
|
43.9K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 9.53% |
$38K - $41.7K
|
22.4K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.9KNew |
$290K - $318K
|
14.9K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.3K- 8.26% |
$64.4K - $70.7K
|
36.6K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.08K- 5.59% |
$158K - $173K
|
136K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-724- 4.46% |
$14.1K - $15.5K
|
15.5K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9K- 7.56% |
$213K - $234K
|
133K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.12K+ 3.15% |
$60.9K - $66.8K
|
102K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
267+ 13.08% |
$5.21K - $5.72K
|
2.31K
$46.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$207K - $228K
|
10.6K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 82.52% |
$595K - $653K
|
6.46K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107KNew |
$2.08M - $2.29M
|
107K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-700Closed |
$13.7K - $15K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.53K- 5.52% |
$186K - $204K
|
163K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.16% |
$1.19K - $1.31K
|
37.7K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
340+ 27.69% |
$6.63K - $7.28K
|
1.57K
$31.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-195- 1.87% |
$3.8K - $4.17K
|
10.2K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-4.9K- 12.94% |
$95.6K - $105K
|
33K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
323+ 3.29% |
$6.3K - $6.92K
|
10.1K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.91K- 3.43% |
$56.9K - $62.4K
|
82.1K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21K+ 77.79% |
$410K - $450K
|
48K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16.2KNew |
$315K - $346K
|
16.2K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
581+ 3.59% |
$11.3K - $12.4K
|
16.8K
$340K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-227K- 43.93% |
$4.39M - $4.73M
|
290K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-273- 2.6% |
$5.27K - $5.68K
|
10.2K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.63K- 70.28% |
$109K - $117K
|
2.38K
$48.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 99.95% |
$35.3K - $38K
|
1
$20.3
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195New |
$3.76K - $4.06K
|
195
$3.95K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 49.57% |
$329K - $355K
|
17.4K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1K+ 1982.12% |
$1.43M - $1.54M
|
77.8K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.5K
|
600
$12.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 10.49% |
$235K - $254K
|
104K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 12.03% |
$30.1K - $32.4K
|
11.4K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 13.72% |
$44.5K - $46.2K
|
19.7K
$399K
|
|
|
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
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87.1KNew |
$1.63M - $1.7M
|
87.1K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.25K- 6.54% |
$79.6K - $82.6K
|
60.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
32.8K+ 30.1% |
$615K - $638K
|
142K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 37.3% |
$183K - $190K
|
16.4K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
229K+ 83.89% |
$4.29M - $4.46M
|
502K
$10.2M
|
|