Purchases and Sales Made in Q4 2022 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
124K+ 761.66% |
$2.17M - $2.4M
|
140K
$2.87M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
110K+ 57.59% |
$1.94M - $2.14M
|
301K
$6.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.5K+ 52.65% |
$1.4M - $1.55M
|
230K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
72.9K+ 16.88% |
$1.28M - $1.42M
|
505K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
71.4K+ 25.01% |
$1.26M - $1.39M
|
357K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
64.3KNew |
$1.13M - $1.25M
|
64.3K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
35.1KNew |
$617K - $683K
|
35.1K
$721K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.6KNew |
$398K - $440K
|
22.6K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 7.59% |
$375K - $415K
|
303K
$6.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.2KNew |
$319K - $353K
|
18.2K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.3K+ 83.37% |
$234K - $259K
|
29.3K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
11.5KNew |
$202K - $224K
|
11.5K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
8.8KNew |
$155K - $171K
|
8.8K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.58K+ 47.29% |
$151K - $167K
|
26.7K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.47K+ 13.58% |
$149K - $165K
|
70.8K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.68K+ 3.85% |
$135K - $149K
|
207K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5K+ 40.29% |
$88K - $97.3K
|
17.4K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.81K+ 42.99% |
$84.6K - $93.5K
|
16K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.76KNew |
$83.6K - $92.4K
|
4.76K
$97.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.69K+ 12.64% |
$82.4K - $91.1K
|
41.8K
$858K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.54KNew |
$62.2K - $68.8K
|
3.54K
$72.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.24K+ 2.01% |
$56.9K - $62.9K
|
164K
$3.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.84KNew |
$49.9K - $55.2K
|
2.84K
$58.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
2.35K+ 12.54% |
$41.2K - $45.6K
|
21.1K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 3.55% |
$18.1K - $20K
|
30K
$615K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 100.0% |
$17.6K - $19.4K
|
2K
$41.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
700New |
$12.3K - $13.6K
|
700
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
514+ 2.27% |
$9.04K - $9.99K
|
23.1K
$475K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
410New |
$7.21K - $7.97K
|
410
$8.42K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300+ 42.86% |
$5.27K - $5.83K
|
1K
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
181New |
$3.18K - $3.52K
|
181
$3.72K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
44+ 0.44% |
$774 - $855
|
10K
$206K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-25- 0.21% |
$439 - $486
|
11.8K
$243K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57- 0.17% |
$1K - $1.11K
|
33.9K
$696K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-480- 3.82% |
$8.44K - $9.33K
|
12.1K
$249K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-922- 76.32% |
$16.2K - $17.9K
|
286
$5.87K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-946- 7.52% |
$16.6K - $18.4K
|
11.6K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.04K- 11.68% |
$35.8K - $39.6K
|
15.4K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.69K- 17.39% |
$47.3K - $52.3K
|
12.8K
$262K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.7K- 5.58% |
$47.5K - $52.5K
|
45.7K
$938K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.09K- 11.35% |
$54.4K - $60.1K
|
24.2K
$496K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.25K- 4.75% |
$57.1K - $63.2K
|
65.1K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.6K- 2.47% |
$63.3K - $70K
|
143K
$2.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 15.37% |
$74.4K - $82.3K
|
23.3K
$479K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.47K- 8.84% |
$131K - $145K
|
77K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 53.28% |
$248K - $274K
|
12.3K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 10.03% |
$279K - $308K
|
142K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 5.53% |
$356K - $393K
|
345K
$7.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.2K- 43.93% |
$390K - $431K
|
28.3K
$581K
|