Purchases and Sales Made in Q1 2024 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q1 2024. 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
199KNew |
$3.65M - $3.84M
|
199K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
118KNew |
$2.16M - $2.27M
|
118K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
97.9K+ 20.76% |
$1.79M - $1.88M
|
569K
$11.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.9K+ 38.32% |
$1.42M - $1.5M
|
281K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
54.4K+ 99.57% |
$994K - $1.05M
|
109K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
49.6KNew |
$907K - $954K
|
49.6K
$999K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7KNew |
$836K - $880K
|
45.7K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.5KNew |
$283K - $298K
|
15.5K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
14.3KNew |
$261K - $274K
|
14.3K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$186K - $195K
|
10.2K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.52K+ 3.73% |
$156K - $164K
|
237K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.8K+ 6.3% |
$124K - $131K
|
115K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.87K+ 28.87% |
$70.8K - $74.5K
|
17.3K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$69.5K - $73.1K
|
3.8K
$76.6K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.68K+ 0.64% |
$49K - $51.6K
|
424K
$8.54M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 2.7% |
$23.4K - $24.6K
|
48.7K
$981K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
708+ 0.81% |
$12.9K - $13.6K
|
88.2K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11K - $11.5K
|
600
$12.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500New |
$9.14K - $9.62K
|
500
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
171+ 0.06% |
$3.13K - $3.29K
|
273K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103+ 0.12% |
$1.88K - $1.98K
|
88.2K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
98+ 1.04% |
$1.79K - $1.89K
|
9.53K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29+ 0.25% |
$530 - $558
|
11.4K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23+ 0.08% |
$420 - $443
|
30.3K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 1.62% |
$347 - $366
|
1.19K
$24K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18+ 0.15% |
$329 - $346
|
12K
$242K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.4% |
$146 - $154
|
2.03K
$40.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.47% |
$54.8 - $57.7
|
647
$13K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$36.6 - $38.5
|
8K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-192- 1.67% |
$3.51K - $3.69K
|
11.3K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-198- 0.57% |
$3.62K - $3.81K
|
34.4K
$694K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-459- 0.19% |
$8.39K - $8.83K
|
246K
$4.96M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-469- 0.7% |
$8.57K - $9.02K
|
66.5K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 19.39% |
$9.14K - $9.62K
|
2.08K
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-987- 5.94% |
$18K - $19K
|
15.6K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.19K- 5.7% |
$21.7K - $22.8K
|
19.6K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 6.84% |
$36.6K - $38.5K
|
27.2K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54K- 1.27% |
$46.5K - $48.9K
|
198K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.71K- 3.34% |
$49.4K - $52K
|
78.4K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.92K- 3.69% |
$53.4K - $56.2K
|
76.2K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.35K- 1.55% |
$97.8K - $103K
|
340K
$6.84M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.99K- 14.21% |
$109K - $115K
|
36.1K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 4.16% |
$223K - $235K
|
281K
$5.66M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 4.16% |
$223K - $235K
|
281K
$5.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 9.62% |
$231K - $243K
|
118K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.4K- 35.47% |
$264K - $277K
|
26.2K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.3K- 20.02% |
$297K - $313K
|
65K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-16.4K- 2.76% |
$300K - $316K
|
579K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-16.9K- 3.73% |
$310K - $326K
|
438K
$8.82M
|