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 10 institutions that hold shares in the stock, with a total of 216,036 shares, which have been reported (via 13F filing form) to have a value of $4.39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,136
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,684
shares
|
$766,115
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
33,757
shares
|
$686,279
0.0% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
22,795
shares
|
$463,422
0.23% of portfolio
|
Q1 2023
Added 8.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$336,725
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$10,165
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$8,131
0.0% of portfolio
|
Q1 2018
Reduced 35.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$4,065
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|