Purchases and Sales Made in Q3 2024 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1K+ 1982.12% |
$1.43M - $1.54M
|
77.8K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
39.9KNew |
$771K - $832K
|
39.9K
$820K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
37.6KNew |
$726K - $783K
|
37.6K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15KNew |
$290K - $313K
|
15K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.34K+ 38.15% |
$180K - $195K
|
33.8K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.87K+ 19.54% |
$152K - $164K
|
48.2K
$990K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.67K+ 7.14% |
$109K - $118K
|
85.1K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$11.6K - $12.5K
|
600
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195New |
$3.76K - $4.06K
|
195
$4.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
145+ 1.5% |
$2.8K - $3.02K
|
9.82K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28+ 0.27% |
$540 - $583
|
10.4K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.99% |
$232 - $250
|
1.23K
$25.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.39% |
$154 - $167
|
2.04K
$41.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-273- 2.6% |
$5.27K - $5.68K
|
10.2K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-350- 0.92% |
$6.76K - $7.29K
|
37.9K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 6.03% |
$20.1K - $21.7K
|
16.2K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33K- 1.52% |
$25.6K - $27.6K
|
86.2K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 12.03% |
$30.1K - $32.4K
|
11.4K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 99.95% |
$35.3K - $38K
|
1
$20.5
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.86K- 10.29% |
$35.8K - $38.7K
|
16.2K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 5.51% |
$41.6K - $44.8K
|
36.9K
$759K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.63K- 70.28% |
$109K - $117K
|
2.38K
$48.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.14K- 5.85% |
$119K - $128K
|
98.9K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 10.49% |
$235K - $254K
|
104K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 44.68% |
$318K - $343K
|
20.4K
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 49.57% |
$329K - $355K
|
17.4K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.9K- 13.18% |
$402K - $434K
|
137K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.3K- 21.8% |
$777K - $838K
|
144K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 36.77% |
$1.44M - $1.56M
|
128K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200K- 81.42% |
$3.87M - $4.17M
|
45.7K
$939K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204K- 58.64% |
$3.95M - $4.26M
|
144K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-227K- 43.93% |
$4.39M - $4.73M
|
290K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-261K- 60.17% |
$5.04M - $5.43M
|
173K
$3.55M
|