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 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $48.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,563
shares
|
$343,019
0.03% of portfolio
|
Q3 2022
Reduced 9.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,660
shares
|
$324,318
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
15,539
shares
|
$321,812
0.05% of portfolio
|
Q2 2022
Reduced 36.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,227
shares
|
$315,351
0.0% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
15,000
shares
|
$310,650
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
14,755
shares
|
$305,576
0.02% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,804
shares
|
$265,170
0.01% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
11,391
shares
|
$235,907
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,196
shares
|
$231,869
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,114
shares
|
$230,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10,345
shares
|
$214,244
0.03% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
8,375
shares
|
$173,446
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,790
shares
|
$140,620
0.0% of portfolio
|
Q4 2023
Added 8.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,740
shares
|
$77,455
0.04% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
3,255
shares
|
$67,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
3,031
shares
|
$62,772
0.01% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,713
shares
|
$56,186
0.0% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$51,775
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,379
shares
|
$49,269
0.01% of portfolio
|
Q3 2024
Reduced 70.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,319
shares
|
$48,026
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$41,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$33,136
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,430
shares
|
$29,615
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
800
shares
|
$16,568
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
700
shares
|
$14,497
0.0% of portfolio
|
Q2 2024
New holding
|