Latest Institutional Purchases of Nuveen Preferred & Income Term Fund (JPI)
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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
248KNew |
$4.79M - $5.06M
|
248K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 131.13% |
$1.34M - $1.41M
|
122K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
41.8K+ 87.09% |
$810K - $856K
|
89.9K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 475.21% |
$594K - $627K
|
37.1K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.9K+ 133.52% |
$384K - $406K
|
34.7K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 10.87% |
$303K - $320K
|
160K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 100.31% |
$286K - $302K
|
29.5K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$215K - $227K
|
11.1K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.51K+ 6.98% |
$184K - $195K
|
146K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.38KNew |
$162K - $171K
|
8.38K
$168K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.61K+ 29.54% |
$128K - $135K
|
29K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.26KNew |
$63K - $66.6K
|
3.26K
$65.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 1.58% |
$40.8K - $43.1K
|
135K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2KNew |
$38.7K - $40.9K
|
2K
$40.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.3K
|
600
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
577+ 23.51% |
$11.2K - $11.8K
|
3.03K
$60.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
395+ 0.39% |
$7.64K - $8.08K
|
102K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
203+ 2.0% |
$3.93K - $4.15K
|
10.3K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 2.04% |
$619 - $654
|
1.6K
$32.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.43% |
$194 - $205
|
2.32K
$46.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$207K - $228K
|
10.6K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.16% |
$1.19K - $1.31K
|
37.7K
$757K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
48+ 16.0% |
$936 - $1.03K
|
348
$6.99K
|
|
| 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
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195New |
$3.76K - $4.06K
|
195
$3.92K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
619KNew |
$11.6M - $12M
|
619K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 129.46% |
$4.84M - $5.02M
|
458K
$9.2M
|
|
|
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
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87.1KNew |
$1.63M - $1.7M
|
87.1K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
41.7K+ 292.55% |
$782K - $811K
|
55.9K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
35.8K+ 72.26% |
$672K - $697K
|
85.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
32.8K+ 30.1% |
$615K - $638K
|
142K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12.7K+ 2.9% |
$238K - $247K
|
450K
$9.05M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 13.72% |
$44.5K - $46.2K
|
19.7K
$395K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$18.8K - $19.5K
|
1K
$20.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$13.1K - $13.6K
|
700
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 1.61% |
$4.69K - $4.87K
|
15.7K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$1.88K - $1.95K
|
100
$2.01K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
118KNew |
$2.16M - $2.27M
|
118K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.5KNew |
$283K - $298K
|
15.5K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$186K - $195K
|
10.2K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.52K+ 3.73% |
$156K - $164K
|
237K
$4.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$69.5K - $73.1K
|
3.8K
$76.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500New |
$9.14K - $9.62K
|
500
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23+ 0.08% |
$420 - $443
|
30.3K
$608K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18+ 0.15% |
$329 - $346
|
12K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.47% |
$54.8 - $57.7
|
647
$13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
455KNew |
$7.4M - $8.35M
|
455K
$9.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
35.6KNew |
$580K - $654K
|
35.6K
$716K
|
|