Purchases and Sales Made in Q1 2023 in Nuveen Preferred & Income Term Fund (JPI)

JPI Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q1 2023. 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 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
209K
+ 325.13%
$3.38M - $4.31M
273K $5.61M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
110K
+ 21.74%
$1.78M - $2.26M
615K $12.6M
May 15, 2023 Q1 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
34.1K
+ 9.56%
$552K - $704K
391K $8.04M
May 11, 2023 Q1 2023
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
24.3K
+ 17.34%
$393K - $500K
164K $3.37M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
19.2K
+ 65.56%
$311K - $396K
48.5K $997K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
18.4K
+ 6.11%
$298K - $380K
320K $6.57M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
15.7K
New
$254K - $324K
15.7K $323K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
15.5K
New
$251K - $319K
15.5K $318K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
12.9K
New
$209K - $266K
12.9K $265K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
11.8K
+ 51.04%
$191K - $243K
34.9K $717K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.3K
New
$167K - $213K
10.3K $212K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
9.65K
+ 1206.38%
$156K - $199K
10.5K $215K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.44K
+ 13.02%
$88K - $112K
47.2K $969K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
3.82K
+ 1.91%
$61.8K - $78.8K
204K $4.18M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
3.26K
+ 5.01%
$52.8K - $67.3K
68.4K $1.4M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.24K
+ 18.16%
$36.3K - $46.2K
14.6K $300K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.12K
+ 12.19%
$34.4K - $43.8K
19.5K $401K
Apr 18, 2023 Q1 2023
Claybrook Capital, LLC

BUY
 -
1.75K
+ 8.29%
$28.2K - $36K
22.8K $468K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.47K
New
$23.7K - $30.2K
1.47K $30.1K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.22K
New
$19.7K - $25.1K
1.22K $25K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
1.13K
+ 1.47%
$18.3K - $23.3K
78.1K $1.6M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
976
+ 0.68%
$15.8K - $20.1K
143K $2.95M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
694
+ 2.98%
$11.2K - $14.3K
24K $493K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
600
New
$9.71K - $12.4K
600 $12.3K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
300
New
$4.85K - $6.19K
300 $6.16K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
205
New
$3.32K - $4.23K
205 $4.21K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
171
New
$2.77K - $3.53K
171 $3.51K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
103
+ 1.17%
$1.67K - $2.12K
8.9K $183K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
100
+ 100.0%
$1.62K - $2.06K
200 $4.11K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
20
+ 0.2%
$324 - $412
10.1K $207K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
3
+ 1.05%
$48.5 - $61.9
289 $5.94K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-160
- 1.35%
$2.59K - $3.3K
11.7K $240K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-182
- 1.5%
$2.94K - $3.75K
11.9K $245K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-280
- 0.83%
$4.53K - $5.77K
33.6K $690K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-381
- 1.58%
$6.16K - $7.86K
23.8K $488K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-700
- 3.86%
$11.3K - $14.4K
17.5K $359K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-784
- 2.62%
$12.7K - $16.2K
29.2K $599K
May 12, 2023 Q1 2023
Palogic Value Management, L.P.

Dallas, TX
SELL
 -
-1.5K
- 13.04%
$24.3K - $30.9K
10K $205K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-2.01K
- 13.02%
$32.5K - $41.4K
13.4K $276K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-2.1K
- 0.91%
$33.9K - $43.2K
228K $4.69M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.73K
- 1.8%
$60.4K - $76.9K
203K $4.18M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5.61K
- 35.07%
$90.8K - $116K
10.4K $213K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-7.55K
- 23.04%
$122K - $156K
25.2K $518K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-10.3K
- 3.4%
$166K - $212K
292K $6M
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-10.5K
- 36.95%
$169K - $216K
17.8K $366K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-14.9K
- 4.32%
$241K - $307K
331K $6.79M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-17.5K
- 12.3%
$283K - $361K
125K $2.56M
May 15, 2023 Q1 2023
Css LLC

Chicago, IL
SELL
 -
-22K
- 62.67%
$356K - $454K
13.1K $269K

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