Purchases and Sales Made in Q4 2023 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
455KNew |
$7.4M - $8.35M
|
455K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
162K+ 145.57% |
$2.63M - $2.97M
|
273K
$5.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92.6KNew |
$1.51M - $1.7M
|
92.6K
$1.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.1K+ 44.33% |
$1.47M - $1.65M
|
293K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
86.2K+ 22.37% |
$1.4M - $1.58M
|
471K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.2K+ 353.5% |
$1.03M - $1.16M
|
81.1K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
58.5K+ 34.49% |
$953K - $1.07M
|
228K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
42.4K+ 348.2% |
$690K - $779K
|
54.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
35.6KNew |
$580K - $654K
|
35.6K
$732K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$477K - $538K
|
29.3K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
24.7KNew |
$402K - $453K
|
24.7K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$371K - $419K
|
22.8K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$298K - $336K
|
18.3K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$242K - $273K
|
14.9K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.9K+ 6.41% |
$242K - $273K
|
247K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 6711.17% |
$215K - $243K
|
13.4K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.57K+ 21.88% |
$123K - $139K
|
42.1K
$865K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.61K+ 127.04% |
$108K - $121K
|
11.8K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.87K+ 1.41% |
$95.6K - $108K
|
421K
$8.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.37K+ 7.28% |
$87.4K - $98.6K
|
79.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.48K+ 2.11% |
$56.6K - $63.9K
|
168K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$40.7K - $45.9K
|
2.5K
$51.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 0.7% |
$39K - $44K
|
345K
$7.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.03K+ 372.16% |
$33.1K - $37.3K
|
2.58K
$53K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.84K+ 9.7% |
$29.9K - $33.8K
|
20.8K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$23.3K - $26.3K
|
1.43K
$29.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$16.3K - $18.4K
|
1K
$20.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
630New |
$10.3K - $11.6K
|
630
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
550+ 8.81% |
$8.95K - $10.1K
|
6.79K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
400+ 0.2% |
$6.51K - $7.34K
|
200K
$4.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$4.07K - $4.59K
|
250
$5.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233+ 56.69% |
$3.79K - $4.28K
|
644
$13.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
211+ 2.29% |
$3.44K - $3.87K
|
9.43K
$194K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
211+ 2.29% |
$3.44K - $3.87K
|
9.43K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
181New |
$2.95K - $3.32K
|
181
$3.72K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$2.44K - $2.75K
|
150
$3.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 0.56% |
$1.04K - $1.18K
|
11.4K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39+ 0.33% |
$635 - $716
|
12K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 1.73% |
$326 - $367
|
1.17K
$24.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.4% |
$130 - $147
|
2.02K
$41.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$16.3 - $18.4
|
1
$20.5
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19- 0.24% |
$309 - $349
|
8.01K
$164K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-250- 2.14% |
$4.07K - $4.59K
|
11.4K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-258- 0.38% |
$4.2K - $4.74K
|
67K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-265- 0.76% |
$4.31K - $4.87K
|
34.6K
$711K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-571- 3.32% |
$9.3K - $10.5K
|
16.6K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-775- 2.5% |
$12.6K - $14.2K
|
30.2K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 4.44% |
$22.1K - $24.9K
|
29.2K
$600K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$25.6K - $28.9K
|
0
$0
|