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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$23.1K - $24.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$2.64K - $2.84K
|
286
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$92.3K - $99.4K
|
10K
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.6K+ 69.08% |
$84.2K - $86.5K
|
21K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-18.1KClosed |
$177K - $182K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.73KClosed |
$85.5K - $87.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
10KNew |
$97.9K - $101K
|
10K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.79K - $10.1K
|
1K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-26.7KClosed |
$261K - $268K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-66KClosed |
$647K - $664K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10KClosed |
$97.9K - $101K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
500New |
$4.9K - $5.03K
|
500
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.98K+ 225.83% |
$58.5K - $60.2K
|
8.63K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-400- 10.28% |
$3.92K - $4.02K
|
3.49K
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
792New |
$7.75K - $7.97K
|
792
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-14.2KClosed |
$137K - $142K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$108K - $112K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
21.5KNew |
$207K - $215K
|
21.5K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-3.5K- 14.29% |
$33.8K - $34.9K
|
21K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.1KClosed |
$10.6K - $11K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-1.02KClosed |
$9.88K - $10.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-101Closed |
$975 - $1.01K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5.9KClosed |
$56.9K - $58.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
27.2KNew |
$263K - $271K
|
27.2K
$0
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
$108K - $111K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.5K- 17.3% |
$22.8K - $24.3K
|
12K
$0
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.04KClosed |
$9.53K - $10.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.07KNew |
$9.72K - $10.4K
|
1.07K
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-3.66KClosed |
$33.4K - $35.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-564Closed |
$5.15K - $5.48K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.4KClosed |
$122K - $130K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
222New |
$1.93K - $2.16K
|
222
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28.3KClosed |
$246K - $276K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5KClosed |
$43.5K - $48.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-11.4KClosed |
$99.3K - $111K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.3KNew |
$89.1K - $99.8K
|
10.3K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.23KClosed |
$36.7K - $41.1K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.01KClosed |
$8.81K - $9.87K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.06KClosed |
$35.3K - $39.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.35KClosed |
$11.7K - $13.1K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-1.5KClosed |
$13K - $14.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.15KClosed |
$43.4K - $47.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-976Closed |
$8.23K - $9.01K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.85KClosed |
$15.6K - $17.1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-466Closed |
$3.93K - $4.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-12KClosed |
$101K - $111K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$4.22K - $4.62K
|
500
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-66.7KClosed |
$562K - $616K
|
0
$0
|
|