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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 0.21% |
$141 - $184
|
11.2K
$0
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 1.1% |
$118 - $153
|
1.84K
$0
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20+ 0.04% |
$118 - $153
|
54.9K
$0
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.82% |
$82.3 - $107
|
1.73K
$0
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.06% |
$52.9 - $69
|
15.4K
$0
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.2% |
$23.5 - $30.7
|
336
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2+ 0.01% |
$11.8 - $15.3
|
13.7K
$0
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-125Closed |
$735 - $959
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 1.76% |
$1.76K - $2.3K
|
16.7K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-439- 0.1% |
$2.58K - $3.37K
|
435K
$0
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-500- 2.33% |
$2.94K - $3.84K
|
21K
$0
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-556- 4.64% |
$3.27K - $4.26K
|
11.4K
$0
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-592- 0.63% |
$3.48K - $4.54K
|
93.6K
$0
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-757- 4.4% |
$4.45K - $5.81K
|
16.5K
$0
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1K- 5.71% |
$5.88K - $7.67K
|
16.5K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 31.6% |
$6.51K - $8.49K
|
2.4K
$0
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.13K- 8.27% |
$6.63K - $8.64K
|
12.5K
$0
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 9.3% |
$7.5K - $9.78K
|
12.4K
$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 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 3.61% |
$8.1K - $10.6K
|
36.8K
$0
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-1.41K- 1.98% |
$8.28K - $10.8K
|
69.8K
$0
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.41K- 0.67% |
$8.31K - $10.8K
|
209K
$0
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.5K- 4.7% |
$8.83K - $11.5K
|
30.4K
$0
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.83K- 4.0% |
$10.8K - $14K
|
43.9K
$0
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.95K- 5.94% |
$11.5K - $15K
|
30.9K
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.01K- 2.26% |
$11.8K - $15.4K
|
86.9K
$0
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.4K- 15.03% |
$14.1K - $18.4K
|
13.5K
$0
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.5K- 4.49% |
$14.7K - $19.2K
|
53.1K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 3.73% |
$14.9K - $19.4K
|
65.3K
$0
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.57K- 12.48% |
$15.1K - $19.7K
|
18K
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.78K- 7.55% |
$16.4K - $21.3K
|
34.1K
$0
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.92K- 5.32% |
$17.2K - $22.4K
|
52K
$0
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.05K- 14.07% |
$17.9K - $23.4K
|
18.6K
$0
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.09K- 4.49% |
$18.2K - $23.7K
|
65.8K
$0
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.25K- 3.54% |
$19.1K - $24.9K
|
88.5K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.3K- 2.08% |
$19.4K - $25.3K
|
155K
$0
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.57K- 4.15% |
$21K - $27.4K
|
82.4K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.73K- 2.56% |
$21.9K - $28.6K
|
142K
$0
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.89K- 14.89% |
$22.9K - $29.9K
|
22.2K
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.05K- 2.99% |
$23.8K - $31K
|
131K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.1K- 2.54% |
$24.1K - $31.4K
|
157K
$0
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.45K- 11.64% |
$43.8K - $57.1K
|
56.6K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.13K- 28.71% |
$47.8K - $62.3K
|
20.2K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-9.39K- 67.93% |
$55.2K - $72.1K
|
4.44K
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.3K- 3.39% |
$66.3K - $86.5K
|
321K
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.4K- 39.51% |
$84.8K - $111K
|
22.1K
$0
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-21.3K- 51.47% |
$125K - $163K
|
20.1K
$0
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 51.75% |
$126K - $165K
|
20.1K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.5K- 40.9% |
$138K - $181K
|
34K
$0
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-25.3K- 40.94% |
$149K - $194K
|
36.4K
$0
|