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 51 institutions that hold shares in the stock, with a total of 1.94 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
290,263
shares
|
$5.81 Million
0.84% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
172,720
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
144,426
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
144,221
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.64%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
137,409
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
128,472
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,136
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
98,927
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
86,186
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
85,062
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
48,179
shares
|
$965,025
0.0% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
45,735
shares
|
$916,072
0.0% of portfolio
|
Q3 2024
Reduced 81.42%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
39,941
shares
|
$800,018
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
37,877
shares
|
$758,676
0.22% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
37,623
shares
|
$753,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,936
shares
|
$739,828
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
33,836
shares
|
$677,735
0.0% of portfolio
|
Q3 2024
Added 38.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
27,020
shares
|
$541,210
0.04% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
22,795
shares
|
$456,583
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
22,795
shares
|
$456,583
0.23% of portfolio
|
Q1 2023
Added 8.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,414
shares
|
$408,892
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
16,777
shares
|
$336,043
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$331,756
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,233
shares
|
$325,146
0.01% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,153
shares
|
$323,544
0.02% of portfolio
|
Q4 2024
New holding
|