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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.47% |
$54.8 - $57.7
|
647
$13.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
455KNew |
$7.4M - $8.35M
|
455K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
35.6KNew |
$580K - $654K
|
35.6K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
24.7KNew |
$402K - $453K
|
24.7K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$371K - $419K
|
22.8K
$462K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8KNew |
$192K - $217K
|
11.8K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$40.7K - $45.9K
|
2.5K
$50.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$23.3K - $26.3K
|
1.43K
$29K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$16.3K - $18.4K
|
1K
$20.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
630New |
$10.3K - $11.6K
|
630
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
550+ 8.81% |
$8.95K - $10.1K
|
6.79K
$138K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.07K - $4.59K
|
250
$5.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
181New |
$2.95K - $3.32K
|
181
$3.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$2.44K - $2.75K
|
150
$3.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$16.3 - $18.4
|
1
$20.3
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.6KNew |
$598K - $637K
|
35.6K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
850+ 8.0% |
$14.3K - $15.2K
|
11.5K
$233K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
366New |
$6.14K - $6.54K
|
366
$7.42K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11KNew |
$177K - $196K
|
11K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$164K - $182K
|
10.2K
$207K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
500New |
$8.05K - $8.92K
|
500
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$322 - $357
|
17.9K
$362K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7KNew |
$254K - $324K
|
15.7K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
1.75K+ 8.29% |
$28.2K - $36K
|
22.8K
$462K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
205New |
$3.32K - $4.23K
|
205
$4.16K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171New |
$2.77K - $3.53K
|
171
$3.47K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 100.0% |
$1.62K - $2.06K
|
200
$4.05K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.47K+ 13.58% |
$149K - $165K
|
70.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.76KNew |
$83.6K - $92.4K
|
4.76K
$96.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.54KNew |
$62.2K - $68.8K
|
3.54K
$71.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
410New |
$7.21K - $7.97K
|
410
$8.31K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300+ 42.86% |
$5.27K - $5.83K
|
1K
$20.3K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$25.9K - $29.9K
|
1.41K
$28.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
500New |
$9.16K - $10.6K
|
500
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
400New |
$7.32K - $8.48K
|
400
$8.11K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
977New |
$18.4K - $21.6K
|
977
$19.8K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
650New |
$12.2K - $14.4K
|
650
$13.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
17+ 2.72% |
$320 - $376
|
641
$13K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125KNew |
$2.66M - $3.24M
|
125K
$2.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$53.1K - $64.5K
|
2.5K
$50.7K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.11KNew |
$44.9K - $54.6K
|
2.11K
$42.9K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$744K - $793K
|
30K
$608K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$200 - $206
|
8
$162
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5.5KNew |
$117K - $127K
|
5.5K
$111K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
800New |
$13.5K - $18.1K
|
800
$16.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.7KNew |
$218K - $230K
|
9.7K
$197K
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$355K - $382K
|
15.3K
$310K
|
|