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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-4.45K- 9.89% |
$72.4K - $81.7K
|
40.5K
$832K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.65K- 8.93% |
$75.7K - $85.4K
|
47.4K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.2K- 5.43% |
$101K - $114K
|
108K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 39.69% |
$123K - $139K
|
11.5K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 10.47% |
$168K - $189K
|
88.1K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.3K- 23.26% |
$201K - $226K
|
40.6K
$835K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 17.66% |
$284K - $320K
|
81.2K
$1.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.9K- 14.9% |
$374K - $421K
|
131K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.4K- 55.86% |
$642K - $723K
|
31.1K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-47K- 7.32% |
$765K - $863K
|
595K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-64.2K- 52.28% |
$1.04M - $1.18M
|
58.6K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.9K- 19.46% |
$1.15M - $1.3M
|
293K
$6.02M
|