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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 49.57% |
$329K - $355K
|
17.4K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 10.49% |
$235K - $254K
|
104K
$2.1M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 13.72% |
$44.5K - $46.2K
|
19.7K
$397K
|
|
|
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
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12.7K+ 2.9% |
$238K - $247K
|
450K
$9.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 129.46% |
$4.84M - $5.02M
|
458K
$9.25M
|
|
|
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
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 37.3% |
$183K - $190K
|
16.4K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87.1KNew |
$1.63M - $1.7M
|
87.1K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 1.61% |
$4.69K - $4.87K
|
15.7K
$318K
|
|
|
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
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$13.1K - $13.6K
|
700
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 10.28% |
$52.5K - $54.4K
|
24.4K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$18.8K - $19.5K
|
1K
$20.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
619KNew |
$11.6M - $12M
|
619K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133- 0.2% |
$2.49K - $2.59K
|
66.4K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$1.88K - $1.95K
|
100
$2.02K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500New |
$9.14K - $9.62K
|
500
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.47% |
$54.8 - $57.7
|
647
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.52K+ 3.73% |
$156K - $164K
|
237K
$4.79M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$186K - $195K
|
10.2K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.5KNew |
$283K - $298K
|
15.5K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23+ 0.08% |
$420 - $443
|
30.3K
$612K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
118KNew |
$2.16M - $2.27M
|
118K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18+ 0.15% |
$329 - $346
|
12K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$69.5K - $73.1K
|
3.8K
$76.8K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8KNew |
$192K - $217K
|
11.8K
$239K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$25.6K - $28.9K
|
0
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
630New |
$10.3K - $11.6K
|
630
$12.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$16.3K - $18.4K
|
1K
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
455KNew |
$7.4M - $8.35M
|
455K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
550+ 8.81% |
$8.95K - $10.1K
|
6.79K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$40.7K - $45.9K
|
2.5K
$50.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.4K- 55.86% |
$642K - $723K
|
31.1K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
35.6KNew |
$580K - $654K
|
35.6K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$371K - $419K
|
22.8K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$16.3 - $18.4
|
1
$20.2
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-64.2K- 52.28% |
$1.04M - $1.18M
|
58.6K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
181New |
$2.95K - $3.32K
|
181
$3.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$23.3K - $26.3K
|
1.43K
$28.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
24.7KNew |
$402K - $453K
|
24.7K
$499K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.07K - $4.59K
|
250
$5.05K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$2.44K - $2.75K
|
150
$3.03K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-250- 2.14% |
$4.07K - $4.59K
|
11.4K
$231K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.6KNew |
$598K - $637K
|
35.6K
$720K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 98.77% |
$20.1K - $21.5K
|
15
$303
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
850+ 8.0% |
$14.3K - $15.2K
|
11.5K
$232K
|
|