Purchases and Sales Made in Q1 2025 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q1 2025. 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 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
248KNew |
$4.79M - $5.06M
|
248K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 131.13% |
$1.34M - $1.41M
|
122K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
41.8K+ 87.09% |
$810K - $856K
|
89.9K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 475.21% |
$594K - $627K
|
37.1K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.9K+ 133.52% |
$384K - $406K
|
34.7K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 10.87% |
$303K - $320K
|
160K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 100.31% |
$286K - $302K
|
29.5K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$215K - $227K
|
11.1K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.51K+ 6.98% |
$184K - $195K
|
146K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.38KNew |
$162K - $171K
|
8.38K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.61K+ 29.54% |
$128K - $135K
|
29K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.26KNew |
$63K - $66.6K
|
3.26K
$66.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 1.58% |
$40.8K - $43.1K
|
135K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2KNew |
$38.7K - $40.9K
|
2K
$40.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 53.74% |
$28.2K - $29.8K
|
4.17K
$84.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.3K
|
600
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
577+ 23.51% |
$11.2K - $11.8K
|
3.03K
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
395+ 0.39% |
$7.64K - $8.08K
|
102K
$2.07M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
285+ 1.28% |
$5.51K - $5.83K
|
22.5K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
203+ 2.0% |
$3.93K - $4.15K
|
10.3K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 2.04% |
$619 - $654
|
1.6K
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.43% |
$194 - $205
|
2.32K
$47.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-34Closed |
$658 - $695
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 0.91% |
$5.81K - $6.14K
|
32.7K
$663K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-333- 33.33% |
$6.44K - $6.81K
|
666
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-509- 3.28% |
$9.85K - $10.4K
|
15K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-890- 6.5% |
$17.2K - $18.2K
|
12.8K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01K- 1.22% |
$19.4K - $20.6K
|
81.1K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 6.39% |
$20.1K - $21.3K
|
15.2K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12K- 6.66% |
$21.6K - $22.8K
|
15.7K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16K- 1.14% |
$22.5K - $23.8K
|
101K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.29K- 3.0% |
$24.9K - $26.3K
|
41.7K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 8.65% |
$27.1K - $28.6K
|
14.8K
$300K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 34.96% |
$28.2K - $29.8K
|
2.71K
$55.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.12K- 7.12% |
$60.4K - $63.9K
|
40.8K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-3.4K- 47.62% |
$65.8K - $69.5K
|
3.74K
$75.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.69K- 4.39% |
$90.7K - $95.9K
|
102K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.09K- 4.22% |
$118K - $124K
|
138K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.92K- 6.08% |
$192K - $203K
|
153K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-10K- 27.39% |
$194K - $205K
|
26.6K
$540K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-91.7K- 46.82% |
$1.77M - $1.87M
|
104K
$2.11M
|