Purchases and Sales Made in Q4 2021 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148K+ 551.03% |
$3.58M - $3.83M
|
174K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92.3K+ 239.37% |
$2.24M - $2.4M
|
131K
$2.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.2K+ 150.44% |
$2.16M - $2.31M
|
148K
$3.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
88.7K+ 80.62% |
$2.15M - $2.3M
|
199K
$4.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
55.3K+ 14.65% |
$1.34M - $1.44M
|
433K
$8.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
49.7KNew |
$1.21M - $1.29M
|
49.7K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 115.05% |
$353K - $377K
|
27.2K
$558K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.6KNew |
$257K - $275K
|
10.6K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4K+ 18.87% |
$251K - $269K
|
65.2K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2KNew |
$248K - $265K
|
10.2K
$210K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.04KNew |
$219K - $235K
|
9.04K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.42K+ 4.47% |
$204K - $219K
|
197K
$4.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
8.15KNew |
$198K - $212K
|
8.15K
$167K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03KNew |
$195K - $208K
|
8.03K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 19.45% |
$194K - $208K
|
49.1K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14K+ 7.05% |
$149K - $159K
|
93.2K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.44K+ 14.15% |
$132K - $141K
|
43.8K
$900K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.96K+ 2.2% |
$96K - $103K
|
184K
$3.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 51.23% |
$35.4K - $37.8K
|
4.3K
$88.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35KNew |
$32.8K - $35K
|
1.35K
$27.7K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
700New |
$17K - $18.2K
|
700
$14.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
219+ 0.64% |
$5.32K - $5.69K
|
34.3K
$705K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
177+ 0.65% |
$4.3K - $4.59K
|
27.3K
$562K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
125+ 0.56% |
$3.03K - $3.25K
|
22.3K
$459K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.16% |
$582 - $623
|
15.4K
$315K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.38% |
$146 - $156
|
1.6K
$32.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-43- 0.28% |
$1.04K - $1.12K
|
15.1K
$309K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-109Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-195- 0.29% |
$4.73K - $5.06K
|
67.3K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-203- 99.02% |
$4.93K - $5.27K
|
2
$41.1
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-500- 5.85% |
$12.1K - $13K
|
8.05K
$165K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-600- 1.17% |
$14.6K - $15.6K
|
50.7K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-940- 3.47% |
$22.8K - $24.4K
|
26.1K
$537K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.09K- 63.64% |
$26.5K - $28.3K
|
624
$12.8K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 13.0% |
$29.6K - $31.6K
|
8.16K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.3K- 9.96% |
$31.6K - $33.7K
|
11.8K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3KClosed |
$31.6K - $33.8K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.81K- 64.39% |
$43.9K - $46.9K
|
1K
$20.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$55.3K - $59.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 6.96% |
$72.7K - $77.8K
|
40K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.61K- 2.63% |
$87.6K - $93.7K
|
134K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.69K- 7.24% |
$89.6K - $95.8K
|
47.3K
$971K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.05K- 14.53% |
$98.4K - $105K
|
23.8K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.16K- 1.47% |
$125K - $134K
|
345K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.17K- 3.14% |
$198K - $212K
|
252K
$5.18M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.22KClosed |
$199K - $213K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.9KClosed |
$216K - $231K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-10.5K- 2.25% |
$255K - $272K
|
456K
$9.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-18.7KClosed |
$454K - $485K
|
0
$0
|