Purchases and Sales Made in Q2 2022 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
247KNew |
$4.64M - $5.46M
|
247K
$4.97M
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
92.8K+ 281.99% |
$1.75M - $2.05M
|
126K
$2.53M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
55.6K+ 33.85% |
$1.05M - $1.23M
|
220K
$4.43M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.4K+ 10.67% |
$497K - $584K
|
274K
$5.51M
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 103.32% |
$374K - $440K
|
39.1K
$789K
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
18.7KNew |
$352K - $414K
|
18.7K
$377K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.48K+ 17.11% |
$103K - $121K
|
37.5K
$756K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.79K+ 2.11% |
$71.4K - $83.9K
|
183K
$3.69M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 4.59% |
$56.4K - $66.3K
|
68.3K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.47KNew |
$46.4K - $54.6K
|
2.47K
$49.7K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 8.54% |
$42.7K - $50.2K
|
28.8K
$581K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 5.26% |
$36.8K - $43.2K
|
39.1K
$787K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
977New |
$18.4K - $21.6K
|
977
$19.7K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
861+ 3.69% |
$16.2K - $19.1K
|
24.2K
$487K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
743+ 0.55% |
$14K - $16.4K
|
135K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
719+ 1.19% |
$13.5K - $15.9K
|
61.1K
$1.23M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$13.2K - $15.5K
|
700
$14.1K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
680+ 6.09% |
$12.8K - $15K
|
11.8K
$239K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
650New |
$12.2K - $14.4K
|
650
$13.1K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600+ 5.83% |
$11.3K - $13.3K
|
10.9K
$219K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
563+ 70.38% |
$10.6K - $12.5K
|
1.36K
$27.5K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
423+ 0.49% |
$7.96K - $9.36K
|
86.2K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223+ 0.8% |
$4.2K - $4.93K
|
28K
$564K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
153+ 1.86% |
$2.88K - $3.39K
|
8.4K
$169K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$1.88K - $2.21K
|
100
$2.01K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
17+ 2.72% |
$320 - $376
|
641
$12.9K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-395- 24.72% |
$7.43K - $8.74K
|
1.2K
$24.2K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-628- 0.42% |
$11.8K - $13.9K
|
148K
$2.98M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.01K- 5.48% |
$19.1K - $22.4K
|
17.5K
$353K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2KClosed |
$22.6K - $26.6K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 3.37% |
$22.7K - $26.6K
|
34.5K
$696K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.42K- 10.96% |
$26.7K - $31.4K
|
11.5K
$233K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.6KClosed |
$30.1K - $35.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$42.9K - $50.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.89K- 17.79% |
$54.3K - $63.8K
|
13.3K
$269K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.05K- 14.65% |
$76.3K - $89.7K
|
23.6K
$476K
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.09KClosed |
$77K - $90.5K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.68K- 33.63% |
$107K - $126K
|
11.2K
$226K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.72K- 4.47% |
$164K - $193K
|
186K
$3.75M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.96K- 36.58% |
$169K - $198K
|
15.5K
$313K
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.26KClosed |
$174K - $205K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.94KClosed |
$187K - $220K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10.2KClosed |
$192K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.7K- 23.38% |
$240K - $282K
|
41.8K
$842K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13KClosed |
$244K - $287K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-13.6K- 42.49% |
$256K - $302K
|
18.4K
$372K
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-15.4K- 96.25% |
$290K - $341K
|
600
$12.1K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26KClosed |
$490K - $576K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 13.2% |
$506K - $595K
|
177K
$3.56M
|