Purchases and Sales Made in Q2 2024 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
619KNew |
$11.6M - $12M
|
619K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 129.46% |
$4.84M - $5.02M
|
458K
$9.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
229K+ 83.89% |
$4.29M - $4.46M
|
502K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87.1KNew |
$1.63M - $1.7M
|
87.1K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
41.7K+ 292.55% |
$782K - $811K
|
55.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
35.8K+ 72.26% |
$672K - $697K
|
85.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
32.8K+ 30.1% |
$615K - $638K
|
142K
$2.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$380K - $395K
|
20.3K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
18K+ 12.83% |
$337K - $350K
|
158K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12.7K+ 2.9% |
$238K - $247K
|
450K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.5KNew |
$197K - $205K
|
10.5K
$212K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.62K+ 2.27% |
$180K - $187K
|
434K
$8.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.09K+ 2.68% |
$170K - $177K
|
349K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 11.5% |
$78K - $80.9K
|
40.3K
$811K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.74KNew |
$70.1K - $72.7K
|
3.74K
$75.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.15K+ 4.13% |
$59.1K - $61.3K
|
79.4K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 13.72% |
$44.5K - $46.2K
|
19.7K
$396K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2KNew |
$37.5K - $38.9K
|
2K
$40.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.66K+ 10.6% |
$31K - $32.2K
|
17.3K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.22KNew |
$22.9K - $23.7K
|
1.22K
$24.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$18.8K - $19.5K
|
1K
$20.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$13.1K - $13.6K
|
700
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 1.61% |
$4.69K - $4.87K
|
15.7K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
147+ 1.54% |
$2.76K - $2.86K
|
9.67K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$1.88K - $1.95K
|
100
$2.01K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 2.01% |
$450 - $467
|
1.22K
$24.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.44% |
$169 - $175
|
2.03K
$40.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31- 0.09% |
$581 - $603
|
34.4K
$693K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133- 0.2% |
$2.49K - $2.59K
|
66.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145- 0.06% |
$2.72K - $2.82K
|
246K
$4.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-250- 12.03% |
$4.69K - $4.87K
|
1.83K
$36.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-708- 0.8% |
$13.3K - $13.8K
|
87.5K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 9.0% |
$19.1K - $19.8K
|
10.3K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 9.05% |
$19.4K - $20.1K
|
10.4K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.56K- 7.96% |
$29.3K - $30.4K
|
18.1K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.14K- 1.81% |
$40.1K - $41.6K
|
116K
$2.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 7.84% |
$43.1K - $44.8K
|
27K
$544K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 5.68% |
$43.1K - $44.8K
|
38.2K
$770K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 10.28% |
$52.5K - $54.4K
|
24.4K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.25K- 6.54% |
$79.6K - $82.6K
|
60.7K
$1.22M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.85K- 19.34% |
$166K - $172K
|
36.9K
$743K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.57K- 8.35% |
$179K - $186K
|
105K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.61K- 19.73% |
$180K - $187K
|
39.1K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 37.3% |
$183K - $190K
|
16.4K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.9K- 6.51% |
$241K - $250K
|
185K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-39.4K- 6.93% |
$739K - $767K
|
530K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.9K- 68.75% |
$1.01M - $1.05M
|
24.5K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-60.9K- 10.52% |
$1.14M - $1.18M
|
518K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.9K- 27.7% |
$1.46M - $1.52M
|
203K
$4.09M
|