Purchases and Sales Made in Q3 2023 in Nuveen Preferred & Income Term Fund (JPI)

JPI Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q3 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
Nov 13, 2023 Q3 2023
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
174K
+ 82.75%
$2.93M - $3.12M
385K $7.91M
Nov 14, 2023 Q3 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
127K
+ 296.78%
$2.13M - $2.27M
170K $3.49M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
109K
+ 46.51%
$1.82M - $1.94M
343K $7.04M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
97.5K
+ 30.68%
$1.64M - $1.74M
416K $8.53M
Nov 07, 2023 Q3 2023
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
72.4K
+ 18.31%
$1.22M - $1.29M
468K $9.61M
Nov 21, 2023 Q3 2023
Almitas Capital LLC

Santa Monica, CA
BUY
 -
62K
+ 126.43%
$1.04M - $1.11M
111K $2.28M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
54.6K
+ 17.66%
$917K - $977K
364K $7.48M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
37.8K
+ 265.0%
$634K - $676K
52.1K $1.07M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
35.6K
New
$598K - $637K
35.6K $732K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
34.1K
+ 42.69%
$572K - $610K
114K $2.34M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.24K
New
$105K - $112K
6.24K $128K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.2K
New
$87.3K - $93K
5.2K $107K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
5K
New
$83.9K - $89.4K
5K $103K
Oct 26, 2023 Q3 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
3.02K
+ 0.79%
$50.6K - $54K
386K $7.93M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.57K
New
$26.4K - $28.1K
1.57K $32.3K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
884
+ 6.92%
$14.8K - $15.8K
13.7K $281K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
850
+ 8.0%
$14.3K - $15.2K
11.5K $236K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
588
+ 3.2%
$9.87K - $10.5K
19K $389K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
375
+ 0.56%
$6.29K - $6.71K
67.2K $1.38M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
366
New
$6.14K - $6.54K
366 $7.52K
Oct 27, 2023 Q3 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
238
+ 0.69%
$3.99K - $4.26K
34.9K $717K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
155
+ 1.71%
$2.6K - $2.77K
9.22K $189K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
117
+ 39.8%
$1.96K - $2.09K
411 $8.44K
Nov 14, 2023 Q3 2023
Css LLC

Chicago, IL
BUY
 -
67
+ 0.55%
$1.12K - $1.2K
12.2K $250K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
29
+ 0.24%
$487 - $519
12K $246K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
11
+ 0.02%
$185 - $197
53K $1.09M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9
+ 0.45%
$151 - $161
2.01K $41.3K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-1
- 0.1%
$16.8 - $17.9
999 $20.5K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-36
- 0.24%
$604 - $644
15.1K $311K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-175
- 0.56%
$2.94K - $3.13K
31K $637K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-181
- 13.57%
$3.04K - $3.24K
1.15K $23.7K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-211
- 2.24%
$3.54K - $3.77K
9.22K $189K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-337
- 0.97%
$5.65K - $6.03K
34.6K $710K
Oct 25, 2023 Q3 2023
E&G Advisors, LP

SELL
 -
-512
- 1.13%
$8.59K - $9.15K
45K $924K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-535
- 0.75%
$8.98K - $9.57K
70.6K $1.45M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-662
- 2.12%
$11.1K - $11.8K
30.6K $628K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-1.2K
- 98.77%
$20.1K - $21.5K
15 $308
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-2.01K
- 2.65%
$33.7K - $35.9K
73.8K $1.52M
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

SELL
 -
-2.51K
- 0.39%
$42.2K - $44.9K
642K $13.2M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-4.51K
- 25.83%
$75.7K - $80.6K
12.9K $266K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-5.22K
- 21.46%
$87.6K - $93.4K
19.1K $393K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-6.69K
- 28.03%
$112K - $120K
17.2K $353K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-7.75K
- 4.49%
$130K - $138K
165K $3.38M
Nov 14, 2023 Q3 2023
Weiss Asset Management LP

Boston, MA
SELL
 -
-7.96K
- 6.08%
$133K - $142K
123K $2.52M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-8.67K
- 8.08%
$145K - $155K
98.7K $2.03M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10.2K
- 98.1%
$171K - $182K
197 $4.05K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-11.5K
- 10.47%
$193K - $206K
98.4K $2.02M

Track Institutional and Insider Activities on JPI

Follow Nuveen Preferred & Income Term Fund and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPI shares.

Notify only if

Insider Trading

Get notified when an Nuveen Preferred & Income Term Fund insider buys or sells JPI shares.

Notify only if

News

Receive news related to Nuveen Preferred & Income Term Fund

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPI