Institutional Ownership Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $40 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
195,819
shares
|
$3.92 Million
0.49% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
163,193
shares
|
$3.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
144,198
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
143,940
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
136,348
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
133,314
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
106,754
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,136
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
102,047
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
101,636
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,148
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
52,729
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 55.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
48,040
shares
|
$961,760
0.07% of portfolio
|
Q4 2024
Added 77.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,880
shares
|
$878,477
0.0% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
42,957
shares
|
$859,999
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,684
shares
|
$754,433
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
36,641
shares
|
$733,552
0.51% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
32,977
shares
|
$660,199
0.18% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
22,795
shares
|
$456,355
0.23% of portfolio
|
Q1 2023
Added 8.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
22,795
shares
|
$456,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,360
shares
|
$447,647
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
16,777
shares
|
$335,875
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$331,591
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
16,267
shares
|
$325,665
0.0% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,153
shares
|
$323,383
0.02% of portfolio
|
Q4 2024
New holding
|