Purchases and Sales Made in Q3 2022 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
39.1K+ 15.87% |
$716K - $830K
|
286K
$5.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$297K - $344K
|
16.2K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16KNew |
$293K - $339K
|
16K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 3.95% |
$255K - $295K
|
366K
$7.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$253K - $294K
|
13.8K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 8.26% |
$204K - $237K
|
146K
$3M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10KNew |
$183K - $212K
|
10K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.68K+ 20.76% |
$159K - $184K
|
50.5K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.51K+ 3.87% |
$156K - $181K
|
228K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.52K+ 2.75% |
$138K - $159K
|
281K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.21K+ 251.66% |
$114K - $132K
|
8.67K
$178K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.1K+ 2.74% |
$93.4K - $108K
|
191K
$3.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85K+ 1.92% |
$52.1K - $60.4K
|
151K
$3.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 3.87% |
$43.3K - $50.2K
|
63.5K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.24K+ 9.24% |
$40.9K - $47.4K
|
26.4K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$25.9K - $29.9K
|
1.41K
$29K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 9.05% |
$19.1K - $22.1K
|
12.6K
$258K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
934+ 3.34% |
$17.1K - $19.8K
|
28.9K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
580+ 4.9% |
$10.6K - $12.3K
|
12.4K
$255K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
574+ 0.13% |
$10.5K - $12.2K
|
432K
$8.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
500New |
$9.16K - $10.6K
|
500
$10.3K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
$7.32K - $8.48K
|
400
$8.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
400New |
$7.32K - $8.48K
|
400
$8.22K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 2.76% |
$5.49K - $6.36K
|
11.2K
$230K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42+ 0.06% |
$769 - $891
|
68.3K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.42% |
$91.6 - $106
|
1.21K
$24.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41- 0.23% |
$751 - $870
|
17.5K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-460- 1.23% |
$8.42K - $9.76K
|
37.1K
$762K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-563- 41.31% |
$10.3K - $11.9K
|
800
$16.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-617- 1.79% |
$11.3K - $13.1K
|
33.9K
$697K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-750- 5.63% |
$13.7K - $15.9K
|
12.6K
$258K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-900- 1.83% |
$16.5K - $19.1K
|
48.4K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.02K- 4.32% |
$18.7K - $21.6K
|
22.6K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 34.21% |
$25.8K - $29.9K
|
2.71K
$55.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 5.48% |
$28.9K - $33.5K
|
27.3K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.73K- 2.0% |
$31.6K - $36.6K
|
84.5K
$1.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.92% |
$33.4K - $38.7K
|
16.6K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.98K- 16.15% |
$54.5K - $63.2K
|
15.5K
$318K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.64K- 2.75% |
$103K - $120K
|
199K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.5K- 29.51% |
$211K - $244K
|
27.5K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 10.47% |
$339K - $392K
|
158K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-21K- 53.65% |
$385K - $445K
|
18.1K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 11.99% |
$402K - $466K
|
161K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-63.4K- 50.43% |
$1.16M - $1.35M
|
62.3K
$1.28M
|