Purchases and Sales Made in Q2 2023 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
131KNew |
$2.1M - $2.33M
|
131K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
122K+ 44.67% |
$1.97M - $2.18M
|
395K
$7.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.3K+ 51.21% |
$1.16M - $1.29M
|
213K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.6K+ 580.17% |
$976K - $1.08M
|
71.1K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
49.1KNew |
$790K - $875K
|
49.1K
$988K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
46.6K+ 28.37% |
$750K - $830K
|
211K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
42.8KNew |
$689K - $763K
|
42.8K
$862K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.7K+ 69.33% |
$527K - $583K
|
79.9K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
29.6K+ 4.81% |
$476K - $527K
|
644K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$472K - $523K
|
29.3K
$591K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7KNew |
$253K - $280K
|
15.7K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11KNew |
$177K - $196K
|
11K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$171K - $190K
|
10.6K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$164K - $182K
|
10.2K
$206K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 2.39% |
$87.9K - $97.3K
|
234K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.46K+ 33.27% |
$71.9K - $79.6K
|
17.9K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.41K+ 9.09% |
$71K - $78.7K
|
53K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.02K+ 6.91% |
$32.4K - $35.9K
|
31.2K
$629K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.33KNew |
$21.5K - $23.8K
|
1.33K
$26.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$16.1K - $17.8K
|
1K
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
969+ 2.88% |
$15.6K - $17.3K
|
34.7K
$698K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
500New |
$8.05K - $8.92K
|
500
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
164+ 1.84% |
$2.64K - $2.92K
|
9.06K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 0.38% |
$1.45K - $1.6K
|
23.9K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30+ 0.25% |
$483 - $535
|
11.9K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$322 - $357
|
17.9K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 1.73% |
$80.5 - $89.1
|
294
$5.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5- 0.01% |
$80.5 - $89.1
|
34.9K
$703K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.44% |
$3.22K - $3.57K
|
45.5K
$917K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-323- 2.21% |
$5.2K - $5.76K
|
14.3K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-869- 3.45% |
$14K - $15.5K
|
24.3K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-900- 6.97% |
$14.5K - $16K
|
12K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 7.63% |
$16.1K - $17.8K
|
12.1K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17K- 6.0% |
$18.9K - $20.9K
|
18.4K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 2.18% |
$24K - $26.6K
|
66.9K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.81K- 0.57% |
$29.1K - $32.2K
|
318K
$6.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.32K- 2.97% |
$37.4K - $41.4K
|
75.8K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.34K- 6.98% |
$37.7K - $41.8K
|
31.2K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-7.97K- 2.04% |
$128K - $142K
|
383K
$7.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.81K- 36.73% |
$142K - $157K
|
15.2K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 11.89% |
$239K - $264K
|
110K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 6.37% |
$339K - $376K
|
309K
$6.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.2K- 15.33% |
$503K - $557K
|
172K
$3.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-36.2K- 25.21% |
$582K - $645K
|
107K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.3K- 18.34% |
$601K - $665K
|
166K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45.4K- 15.54% |
$731K - $810K
|
247K
$4.97M
|