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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
666
shares
|
$13,792
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$12,426
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$10,355
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$8,284
0.0% of portfolio
|
Q1 2018
Reduced 35.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
348
shares
|
$7,207
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$4,142
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$4,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
150
shares
|
$3,106
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|