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 52 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $40.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
15,539
shares
|
$315,286
0.06% of portfolio
|
Q2 2022
Reduced 36.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,017
shares
|
$304,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
11,391
shares
|
$231,123
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,425
shares
|
$211,523
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,316
shares
|
$209,311
0.01% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
10,243
shares
|
$207,830
0.05% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
9,819
shares
|
$199,227
0.03% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,790
shares
|
$137,769
0.0% of portfolio
|
Q4 2023
Added 8.81%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,713
shares
|
$55,046
0.0% of portfolio
|
Q3 2022
Reduced 34.21%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,500
shares
|
$50,725
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,379
shares
|
$48,269
0.01% of portfolio
|
Q3 2024
Reduced 70.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,042
shares
|
$41,432
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,430
shares
|
$29,014
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,228
shares
|
$24,916
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,000
shares
|
$20,290
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
999
shares
|
$20,269
0.0% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
800
shares
|
$16,232
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
700
shares
|
$14,203
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
600
shares
|
$12,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
500
shares
|
$10,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$8,116
0.0% of portfolio
|
Q1 2018
Reduced 35.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
300
shares
|
$6,087
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$4,058
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
195
shares
|
$3,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
150
shares
|
$3,043
0.0% of portfolio
|
Q4 2023
New holding
|