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 60 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
376,929
shares
|
$7.74 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
252,821
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Added 83.05%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
247,567
shares
|
$5.08 Million
4.59% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
217,961
shares
|
$4.47 Million
0.01% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
145,686
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
137,013
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
129,067
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
128,390
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,136
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
100,031
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
95,622
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
90,037
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
82,150
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
74,595
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
46,108
shares
|
$946,597
0.0% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
38,100
shares
|
$782,193
0.0% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,684
shares
|
$773,652
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
35,745
shares
|
$733,844
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
33,641
shares
|
$690,649
0.43% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
31,677
shares
|
$650,328
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
29,644
shares
|
$608,591
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
22,795
shares
|
$467,981
0.23% of portfolio
|
Q1 2023
Added 8.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
22,795
shares
|
$467,981
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
22,185
shares
|
$455,458
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$340,038
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|