Latest Institutional Purchases of Nuveen Preferred & Income Securities Fund (JPS)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Securities Fund (JPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13+ 1.91% |
$83.3 - $93.7
|
692
$0
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
214KNew |
$1.39M - $1.7M
|
214K
$0
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.5KNew |
$179K - $218K
|
27.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.2KNew |
$79.5K - $97K
|
12.2K
$0
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4KNew |
$26K - $31.7K
|
4K
$0
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4KNew |
$26K - $31.7K
|
4K
$0
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73KNew |
$24.2K - $29.5K
|
3.73K
$0
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.15K+ 11.25% |
$7.48K - $9.12K
|
11.4K
$0
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
150+ 1.3% |
$975 - $1.19K
|
11.7K
$0
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
121+ 1.14% |
$787 - $960
|
10.7K
$0
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
59+ 0.33% |
$384 - $468
|
17.7K
$0
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
1.6M+ 4646.38% |
$11.2M - $13.8M
|
1.64M
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.5KNew |
$241K - $296K
|
34.5K
$0
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.1KNew |
$141K - $173K
|
20.1K
$0
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
17KNew |
$119K - $146K
|
17K
$0
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
10.2KNew |
$71.4K - $87.7K
|
10.2K
$0
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.33KNew |
$37.3K - $45.8K
|
5.33K
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.3KNew |
$37.1K - $45.6K
|
5.3K
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4KNew |
$28K - $34.4K
|
4K
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.8KNew |
$19.6K - $24.1K
|
2.8K
$0
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.43KNew |
$17K - $20.9K
|
2.43K
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
833New |
$5.83K - $7.16K
|
833
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
803New |
$5.62K - $6.91K
|
803
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
545New |
$3.82K - $4.69K
|
545
$0
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$3.5K - $4.3K
|
500
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
135+ 1.09% |
$945 - $1.16K
|
12.5K
$0
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$78.8K - $97.3K
|
10K
$0
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10KNew |
$78.8K - $97.3K
|
10K
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.46KNew |
$27.2K - $33.6K
|
3.46K
$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
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.12% |
$23.6 - $29.2
|
272
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
34.9K+ 12.72% |
$323K - $347K
|
310K
$0
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$92.3K - $99.4K
|
10K
$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 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$11.1K - $11.9K
|
1.2K
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$9.45K - $10.2K
|
1.02K
$0
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
466New |
$4.3K - $4.63K
|
466
$0
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$2.64K - $2.84K
|
286
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
10KNew |
$97.9K - $101K
|
10K
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.6K+ 69.08% |
$84.2K - $86.5K
|
21K
$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
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$9.79K - $10.1K
|
1K
$0
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
792New |
$7.75K - $7.97K
|
792
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
500New |
$4.9K - $5.03K
|
500
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
27.2KNew |
$263K - $271K
|
27.2K
$0
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
21.5KNew |
$207K - $215K
|
21.5K
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.07KNew |
$9.72K - $10.4K
|
1.07K
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.3KNew |
$89.1K - $99.8K
|
10.3K
$0
|