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 57 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $43 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
159,589
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
153,270
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
145,860
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
138,113
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
135,421
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
121,875
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 131.13%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
104,142
shares
|
$2.16 Million
0.26% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,136
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
102,065
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
102,031
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
100,883
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
89,880
shares
|
$1.86 Million
0.07% of portfolio
|
Q1 2025
Added 87.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
81,143
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
41,670
shares
|
$862,569
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
40,756
shares
|
$843,649
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,684
shares
|
$780,058
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,130
shares
|
$768,591
0.0% of portfolio
|
Q1 2025
Added 475.21%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
34,732
shares
|
$718,952
0.28% of portfolio
|
Q1 2025
Added 133.52%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
32,677
shares
|
$676,413
0.18% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,474
shares
|
$610,111
0.0% of portfolio
|
Q1 2025
Added 100.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
28,965
shares
|
$599,575
0.0% of portfolio
|
Q1 2025
Added 29.54%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
26,605
shares
|
$550,723
1.49% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,795
shares
|
$471,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
22,795
shares
|
$471,856
0.23% of portfolio
|
Q1 2023
Added 8.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$342,854
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|