Purchases and Sales Made in Q1 2023 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q1 2023. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Securities Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.33KNew |
$54.8K - $71.5K
|
9.33K
$0
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.85KNew |
$52K - $67.9K
|
8.85K
$0
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
8K+ 7.21% |
$47K - $61.4K
|
119K
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.67K+ 16.94% |
$45.1K - $58.8K
|
52.9K
$0
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.59K+ 10.52% |
$38.7K - $50.5K
|
69.2K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.1K+ 1.71% |
$35.8K - $46.7K
|
363K
$0
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.01K+ 26.76% |
$35.3K - $46.1K
|
28.5K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.87K+ 1.39% |
$34.5K - $45K
|
427K
$0
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.85K+ 8.26% |
$34.4K - $44.9K
|
76.7K
$0
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.7KNew |
$33.5K - $43.7K
|
5.7K
$0
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.1KNew |
$30K - $39.1K
|
5.1K
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.28K+ 17.8% |
$25.1K - $32.8K
|
28.3K
$0
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.1K+ 2.61% |
$24.1K - $31.4K
|
161K
$0
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 31.04% |
$19.9K - $25.9K
|
14.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 15.52% |
$19.8K - $25.9K
|
25.1K
$0
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.11K+ 1.96% |
$18.3K - $23.8K
|
161K
$0
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3K+ 16.7% |
$17.6K - $23K
|
21K
$0
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.31K+ 12.91% |
$13.6K - $17.7K
|
20.2K
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 15.54% |
$13.5K - $17.6K
|
17.1K
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26K+ 10.38% |
$13.3K - $17.3K
|
24K
$0
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.24K+ 11.53% |
$13.2K - $17.2K
|
21.7K
$0
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2KNew |
$11.8K - $15.3K
|
2K
$0
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2K+ 12.74% |
$11.8K - $15.3K
|
17.7K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.89KNew |
$11.1K - $14.5K
|
1.89K
$0
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 2.07% |
$10.6K - $13.9K
|
89.2K
$0
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.15KNew |
$6.76K - $8.82K
|
1.15K
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 0.84% |
$6.37K - $8.31K
|
130K
$0
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1K+ 7.5% |
$5.88K - $7.67K
|
14.3K
$0
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 3.95% |
$5.88K - $7.67K
|
26.3K
$0
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
803+ 2.27% |
$4.72K - $6.16K
|
36.1K
$0
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
795+ 5.02% |
$4.67K - $6.1K
|
16.6K
$0
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
782+ 6.04% |
$4.6K - $6K
|
13.7K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
676New |
$3.97K - $5.18K
|
676
$0
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
645New |
$3.79K - $4.95K
|
645
$0
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
605+ 0.77% |
$3.56K - $4.64K
|
79.1K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$2.94K - $3.84K
|
500
$0
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
500+ 3.45% |
$2.94K - $3.84K
|
15K
$0
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
478+ 0.43% |
$2.81K - $3.67K
|
111K
$0
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
427+ 2.95% |
$2.51K - $3.28K
|
14.9K
$0
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
423+ 0.13% |
$2.49K - $3.24K
|
333K
$0
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
353+ 2.43% |
$2.08K - $2.71K
|
14.9K
$0
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.76K - $2.3K
|
300
$0
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 10.0% |
$588 - $767
|
1.1K
$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
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 0.45% |
$353 - $460
|
13.5K
$0
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.21% |
$347 - $453
|
28.2K
$0
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39+ 0.34% |
$229 - $299
|
11.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 1.64% |
$218 - $284
|
2.3K
$0
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
33+ 0.19% |
$194 - $253
|
17.7K
$0
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
32+ 0.02% |
$188 - $245
|
130K
$0
|