Latest Institutional Purchases of Nuveen Preferred & Income Term Fund (JPI)

JPI Quotes by TradingView

This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Term Fund (JPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 25, 2025 Q2 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
377K
New
$6.63M - $7.94M
377K $7.74M
Aug 15, 2025 Q2 2025
Morgan Stanley

New York, NY
BUY
 -
115K
+ 83.05%
$2.02M - $2.42M
253K $5.19M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
64.7K
+ 42.21%
$1.14M - $1.36M
218K $4.47M
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
26.4K
+ 25.83%
$463K - $555K
128K $2.64M
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
15.1K
+ 12.42%
$266K - $319K
137K $2.81M
Aug 14, 2025 Q2 2025
Hrt Financial LP

New York, NY
BUY
 -
12.6K
New
$221K - $265K
12.6K $258K
Jul 11, 2025 Q2 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
11.2K
New
$197K - $236K
11.2K $230K
Jul 25, 2025 Q2 2025
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
10.6K
New
$186K - $223K
10.6K $218K
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
9.82K
New
$173K - $207K
9.82K $202K
Jul 17, 2025 Q2 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
9.73K
New
$171K - $205K
9.73K $200K
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.51K
+ 65.29%
$26.6K - $31.9K
3.83K $78.7K
Jul 29, 2025 Q2 2025
Chicago Partners Investment Group LLC

BUY
 -
1.01K
+ 1.24%
$17.7K - $21.2K
82.2K $1.69M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
679
+ 2.34%
$11.9K - $14.3K
29.6K $609K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
500
New
$8.79K - $10.5K
500 $10.3K
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
333
New
$5.85K - $7.02K
333 $6.84K
Jul 25, 2025 Q2 2025
Concord Wealth Partners

BUY
 -
260
+ 2.51%
$4.57K - $5.48K
10.6K $218K
Aug 14, 2025 Q2 2025
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
206
+ 1.4%
$3.62K - $4.34K
15K $307K
Jul 11, 2025 Q2 2025
Umb Bank, N.A.

BUY
 -
200
New
$3.52K - $4.21K
200 $4.11K
Aug 07, 2025 Q2 2025
Allworth Financial LP

BUY
 -
22
+ 1.38%
$387 - $464
1.62K $33.3K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 09, 2025 Q1 2025
Shaker Financial Services, LLC

BUY
 -
19.9K
+ 133.52%
$384K - $406K
34.7K $713K
May 14, 2025 Q1 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14.8K
+ 100.31%
$286K - $302K
29.5K $605K
May 15, 2025 Q1 2025
Rmb Capital Management, LLC

BUY
 -
11.1K
New
$215K - $227K
11.1K $228K
May 13, 2025 Q1 2025
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
8.38K
New
$162K - $171K
8.38K $172K
May 12, 2025 Q1 2025
Wolverine Asset Management LLC

BUY
 -
3.26K
New
$63K - $66.6K
3.26K $66.8K
Apr 16, 2025 Q1 2025
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
2K
New
$38.7K - $40.9K
2K $41.1K
Apr 17, 2025 Q1 2025
Fny Investment Advisers, LLC

BUY
 -
600
New
$11.6K - $12.3K
600 $12.3K
May 13, 2025 Q1 2025
Elequin Capital LP

New York, NY
BUY
 -
577
+ 23.51%
$11.2K - $11.8K
3.03K $62.2K
Jul 25, 2025 Q1 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
285
+ 1.28%
$5.51K - $5.83K
22.5K $461K
Q4 2024
Jul 16, 2025 Q4 2024
Smith Asset Management Co., LLC

Chiefland, FL
BUY
 -
3.05K
+ 1.23%
$59.4K - $65.2K
251K $5.15M
Aug 08, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
62
+ 0.59%
$1.21K - $1.33K
10.6K $218K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
61
+ 0.16%
$1.19K - $1.31K
37.7K $774K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
48
+ 16.0%
$936 - $1.03K
348 $7.14K
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
74.1K
+ 1982.12%
$1.43M - $1.54M
77.8K $1.6M
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
195
New
$3.76K - $4.06K
195 $4K
Q2 2024
Jul 31, 2024 Q2 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
619K
New
$11.6M - $12M
619K $12.7M
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
258K
+ 129.46%
$4.84M - $5.02M
458K $9.4M
Aug 14, 2024 Q2 2024
Almitas Capital LLC

Santa Monica, CA
BUY
 -
229K
+ 83.89%
$4.29M - $4.46M
502K $10.3M
Aug 14, 2024 Q2 2024
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
87.1K
New
$1.63M - $1.7M
87.1K $1.79M
Aug 13, 2024 Q2 2024
Yakira Capital Management, Inc.

Westport, CT
BUY
 -
41.7K
+ 292.55%
$782K - $811K
55.9K $1.15M
Aug 09, 2024 Q2 2024
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
35.8K
+ 72.26%
$672K - $697K
85.4K $1.75M
Aug 14, 2024 Q2 2024
Css LLC

Chicago, IL
BUY
 -
32.8K
+ 30.1%
$615K - $638K
142K $2.91M
Aug 14, 2024 Q2 2024
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
12.7K
+ 2.9%
$238K - $247K
450K $9.25M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.37K
+ 13.72%
$44.5K - $46.2K
19.7K $404K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1K
New
$18.8K - $19.5K
1K $20.5K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
700
New
$13.1K - $13.6K
700 $14.4K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
250
+ 1.61%
$4.69K - $4.87K
15.7K $323K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
100
New
$1.88K - $1.95K
100 $2.05K
Q1 2024
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
118K
New
$2.16M - $2.27M
118K $2.42M

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