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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-5.68K- 28.96% |
$39.8K - $48.8K
|
13.9K
$0
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.01K- 29.72% |
$21.1K - $25.9K
|
7.12K
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4KNew |
$28K - $34.4K
|
4K
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-172Closed |
$1.36K - $1.67K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13.9KClosed |
$109K - $135K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.49K- 13.55% |
$27.5K - $33.9K
|
22.3K
$0
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15KClosed |
$118K - $146K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.98KClosed |
$39.2K - $48.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.2KClosed |
$104K - $128K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.46KNew |
$27.2K - $33.6K
|
3.46K
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$78.8K - $97.3K
|
10K
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-3K- 60.0% |
$23.6K - $29.2K
|
2K
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
310+ 2.86% |
$2.44K - $3.02K
|
11.2K
$0
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
84+ 0.52% |
$662 - $817
|
16.2K
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4KClosed |
$31.5K - $38.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.17KClosed |
$9.19K - $11.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.6KClosed |
$36.2K - $44.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.2K- 70.18% |
$33.1K - $40.8K
|
1.78K
$0
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10KNew |
$78.8K - $97.3K
|
10K
$0
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-32KClosed |
$253K - $312K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-333Closed |
$2.62K - $3.24K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.28KClosed |
$25.9K - $32K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-6.14KClosed |
$48.4K - $59.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.12% |
$23.6 - $29.2
|
272
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.3KClosed |
$10.2K - $12.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.71KClosed |
$52.9K - $65.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-800Closed |
$6.3K - $7.78K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25.5KClosed |
$201K - $248K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-10.2KClosed |
$80.7K - $99.6K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-4.4KClosed |
$34.7K - $42.8K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-702Closed |
$5.53K - $6.83K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$2.77K - $2.98K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-931- 7.14% |
$8.59K - $9.25K
|
12.1K
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$107K - $115K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
34.9K+ 12.72% |
$323K - $347K
|
310K
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-600Closed |
$5.54K - $5.96K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-30.5KClosed |
$281K - $303K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
466New |
$4.3K - $4.63K
|
466
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-213Closed |
$1.97K - $2.12K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.42K+ 54.79% |
$22.3K - $24.1K
|
6.84K
$0
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13KClosed |
$120K - $129K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-11KClosed |
$102K - $110K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$9.45K - $10.2K
|
1.02K
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5.64KClosed |
$52.1K - $56.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.15KClosed |
$10.6K - $11.4K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.5KClosed |
$13.8K - $14.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12KClosed |
$10.3K - $11.1K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$11.1K - $11.9K
|
1.2K
$0
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-300- 2.02% |
$2.77K - $2.98K
|
14.5K
$0
|