Latest Institutional Transactions on Nuveen Preferred & Income Securities Fund (JPS)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Securities Fund (JPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-463- 0.29% |
$2.82K - $3.04K
|
160K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-482- 3.04% |
$2.94K - $3.16K
|
15.4K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.23K- 47.75% |
$25.8K - $27.7K
|
4.62K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-1.03K- 1.51% |
$6.3K - $6.77K
|
67.2K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
BUY
|
- |
4K+ 13.33% |
$24.4K - $26.2K
|
34K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$18.3 - $19.7
|
3
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
39KNew |
$238K - $256K
|
39K
$0
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 30.79% |
$62.8K - $67.6K
|
43.7K
$0
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.78K- 23.03% |
$22.9K - $24.7K
|
12.6K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
500New |
$3.03K - $3.28K
|
500
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
125New |
$756 - $819
|
125
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.9KNew |
$133K - $144K
|
21.9K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-35K- 15.92% |
$212K - $229K
|
185K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 2.65% |
$7.03K - $7.61K
|
42.8K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
65+ 0.56% |
$393 - $426
|
11.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.75K+ 10.38% |
$22.7K - $24.6K
|
39.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
80.6K+ 75.89% |
$487K - $528K
|
187K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 16.47% |
$856K - $927K
|
1M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 0.29% |
$6.9K - $7.47K
|
386K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$105K - $114K
|
17.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
167K+ 92.91% |
$1.01M - $1.1M
|
347K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.6KNew |
$167K - $181K
|
27.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.2KNew |
$401K - $434K
|
66.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.9K- 62.35% |
$133K - $144K
|
13.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32KNew |
$194K - $210K
|
32K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 9.13% |
$6.26K - $6.77K
|
10.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.71K+ 53.72% |
$40.6K - $44K
|
19.2K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.2K+ 8.85% |
$164K - $178K
|
334K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-103- 0.69% |
$623 - $675
|
14.8K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-750- 4.93% |
$4.54K - $4.91K
|
14.5K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.99K+ 48.56% |
$48.3K - $52.3K
|
24.4K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 9.21% |
$17.5K - $19K
|
34.4K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 9.09% |
$605 - $655
|
1K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-975- 51.48% |
$5.9K - $6.39K
|
919
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.1K- 22.86% |
$18.7K - $20.3K
|
10.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
701+ 3.47% |
$4.24K - $4.59K
|
20.9K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 1.75% |
$1.63K - $1.76K
|
15.1K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.17K- 17.85% |
$13.1K - $14.2K
|
10K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2KClosed |
$12.1K - $13.1K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41.7KNew |
$245K - $320K
|
41.7K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$2.94K - $3.84K
|
500
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-97.8KClosed |
$575K - $750K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.2KNew |
$59.8K - $78K
|
10.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
25K+ 33.33% |
$147K - $192K
|
100K
$0
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$58.8K - $76.7K
|
10K
$0
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
41.4KNew |
$243K - $317K
|
41.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 3.95% |
$5.88K - $7.67K
|
26.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
500+ 3.45% |
$2.94K - $3.84K
|
15K
$0
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.34K- 21.96% |
$7.88K - $10.3K
|
4.76K
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
79+ 1.1% |
$465 - $606
|
7.24K
$0
|
|