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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-500Closed |
$11.8K - $12.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400Closed |
$8.65K - $9.84K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-461Closed |
$9.97K - $11.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
SELL
|
- |
-9.9KClosed |
$214K - $244K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.8KClosed |
$60.6K - $68.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.26KClosed |
$112K - $122K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5.5KNew |
$117K - $127K
|
5.5K
$112K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
800New |
$13.5K - $18.1K
|
800
$16.2K
|
|
|
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-28KClosed |
$472K - $635K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.8KClosed |
$332K - $447K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-3.44KClosed |
$57.8K - $77.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-811Closed |
$11.4K - $21.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-965Closed |
$13.5K - $25.5K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.75KClosed |
$24.5K - $46.3K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16.4KClosed |
$230K - $433K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Robinson Capital Management, LLC
|
SELL
|
- |
-17.2KClosed |
$241K - $455K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-617Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-500Closed |
$12.2K - $12.9K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800Closed |
$19.6K - $20.6K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.24KClosed |
$201K - $213K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-284Closed |
$6.72K - $7.04K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.46KClosed |
$105K - $110K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97KClosed |
$46.7K - $48.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.7KClosed |
$61K - $63.9K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$24.9K - $26.1K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-665Closed |
$15K - $15.7K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-5.73KClosed |
$130K - $136K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.5KClosed |
$273K - $308K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-171KClosed |
$3.29M - $3.87M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-284Closed |
$5.48K - $6.44K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-4.63KClosed |
$89.3K - $105K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-11.9KClosed |
$267K - $282K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.7KNew |
$218K - $230K
|
9.7K
$197K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.06KClosed |
$46.1K - $48.6K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.75KClosed |
$84.2K - $88.9K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.52KClosed |
$34K - $35.9K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.43KClosed |
$193K - $203K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-140- 35.0% |
$3.25K - $3.49K
|
260
$5.28K
|
|
|
Aug 10, 2018
Q1 2018
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$37.3K - $40.2K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$355K - $382K
|
15.3K
$310K
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.7KClosed |
$317K - $341K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-625Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-162Closed |
$3.76K - $4.04K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Sep 13, 2021
Q4 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-394Closed |
$9.73K - $10.1K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$4.94K - $5.12K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$6.18K - $6.4K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 01, 2017
Q3 2017
|
Mcia Inc
|
SELL
|
- |
-1.27KClosed |
$31.2K - $32.2K
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-600Closed |
$14.7K - $15.2K
|
0
$0
|
|