Purchases and Sales Made in Q1 2022 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Term Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125KNew |
$2.66M - $3.24M
|
125K
$2.57M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93.1K+ 50.66% |
$1.98M - $2.4M
|
277K
$5.69M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73K+ 41.9% |
$1.55M - $1.88M
|
247K
$5.08M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 10.92% |
$801K - $973K
|
383K
$7.87M
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
32.9KNew |
$700K - $850K
|
32.9K
$676K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.2K+ 8.87% |
$663K - $805K
|
383K
$7.87M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
30.8K+ 23.03% |
$654K - $794K
|
164K
$3.38M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.1KNew |
$575K - $699K
|
27.1K
$556K
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.3KNew |
$409K - $497K
|
19.3K
$395K
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.9KNew |
$359K - $436K
|
16.9K
$347K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
16KNew |
$340K - $413K
|
16K
$329K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 22.94% |
$239K - $291K
|
60.4K
$1.24M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.94KNew |
$211K - $257K
|
9.94K
$204K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.26KNew |
$197K - $239K
|
9.26K
$190K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
8.03KNew |
$171K - $207K
|
8.03K
$165K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.91K+ 22.6% |
$126K - $153K
|
32.1K
$658K
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.09KNew |
$86.9K - $106K
|
4.09K
$84K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4K+ 0.88% |
$85K - $103K
|
460K
$9.45M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.4K+ 2.6% |
$72.2K - $87.7K
|
134K
$2.76M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.79K+ 8.14% |
$59.3K - $72.1K
|
37.1K
$762K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$53.1K - $64.5K
|
2.5K
$51.4K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.48K+ 11.9% |
$52.7K - $64K
|
23.3K
$479K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.28KNew |
$48.5K - $58.8K
|
2.28K
$46.8K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.11KNew |
$44.9K - $54.6K
|
2.11K
$43.4K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 13.82% |
$26.5K - $32.2K
|
10.3K
$211K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
950+ 9.31% |
$20.2K - $24.5K
|
11.2K
$229K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
630+ 2.32% |
$13.4K - $16.3K
|
27.8K
$571K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
336+ 0.23% |
$7.14K - $8.67K
|
149K
$3.06M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
92+ 1.13% |
$1.96K - $2.37K
|
8.24K
$169K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.19% |
$63.8 - $77.4
|
1.6K
$32.8K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2Closed |
$42.5 - $51.6
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 9.09% |
$2.13K - $2.58K
|
1K
$20.5K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 4.18% |
$3.83K - $4.65K
|
4.12K
$84.7K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 35.46% |
$6.38K - $7.74K
|
546
$11.2K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400- 3.77% |
$8.5K - $10.3K
|
10.2K
$210K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-779- 2.85% |
$16.6K - $20.1K
|
26.6K
$546K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.35KClosed |
$28.7K - $34.8K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1.44K- 2.83% |
$30.5K - $37.1K
|
49.3K
$1.01M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 2.97% |
$42.5K - $51.6K
|
65.3K
$1.34M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 15.57% |
$50.8K - $61.7K
|
13K
$266K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3K- 42.86% |
$63.8K - $77.4K
|
4K
$82.2K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.88K- 1.95% |
$82.4K - $100K
|
195K
$4M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.29K- 10.72% |
$91.2K - $111K
|
35.7K
$734K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.33K- 22.36% |
$113K - $138K
|
18.5K
$380K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.11K- 27.38% |
$130K - $158K
|
16.2K
$333K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.47K- 8.01% |
$159K - $193K
|
85.8K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7.84K- 4.31% |
$167K - $202K
|
174K
$3.57M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.03KClosed |
$171K - $207K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.05KClosed |
$171K - $208K
|
0
$0
|