Purchases and Sales Made in Q2 2021 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
224+ 1.56% |
$2.16K - $2.24K
|
14.6K
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200New |
$1.93K - $2K
|
200
$0
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
200+ 100.0% |
$1.93K - $2K
|
400
$0
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
200New |
$1.93K - $2K
|
200
$0
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
163+ 1.4% |
$1.57K - $1.63K
|
11.8K
$0
|
|
Jul 29, 2021
Q2 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
163+ 1.18% |
$1.57K - $1.63K
|
13.9K
$0
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
163+ 0.79% |
$1.57K - $1.63K
|
20.9K
$0
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
140+ 0.47% |
$1.35K - $1.4K
|
30K
$0
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
128+ 1.06% |
$1.24K - $1.28K
|
12.2K
$0
|
|
Aug 06, 2021
Q2 2021
|
Burney CO
Reston, VA |
BUY
|
- |
120+ 0.13% |
$1.16K - $1.2K
|
95.8K
$0
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 1.55% |
$946 - $978
|
6.42K
$0
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89+ 0.45% |
$859 - $888
|
19.7K
$0
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
78+ 0.22% |
$753 - $778
|
36.3K
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
57+ 0.22% |
$550 - $569
|
25.7K
$0
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
52+ 0.19% |
$502 - $519
|
27.2K
$0
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 0.29% |
$454 - $469
|
16.4K
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32+ 0.14% |
$309 - $319
|
23.2K
$0
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 0.12% |
$261 - $269
|
22.2K
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 0.24% |
$174 - $180
|
7.42K
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.61% |
$125 - $130
|
818
$0
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8+ 0.04% |
$77.2 - $79.8
|
21.2K
$0
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1- 25.0% |
$9.65 - $9.98
|
3
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39- 0.08% |
$376 - $389
|
50K
$0
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 15.29% |
$965 - $998
|
554
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-101Closed |
$975 - $1.01K
|
0
$0
|
|
Jul 07, 2021
Q2 2021
|
Spence Asset Management
|
SELL
|
- |
-122- 11.95% |
$1.18K - $1.22K
|
899
$0
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 0.14% |
$1.46K - $1.51K
|
104K
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-265Closed |
$2.56K - $2.64K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-268- 0.34% |
$2.59K - $2.67K
|
79.7K
$0
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 81.14% |
$3.86K - $3.99K
|
93
$0
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-448- 3.22% |
$4.32K - $4.47K
|
13.5K
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 0.18% |
$4.34K - $4.49K
|
247K
$0
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-751- 3.27% |
$7.25K - $7.49K
|
22.2K
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-990- 19.84% |
$9.55K - $9.88K
|
4K
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1K- 7.33% |
$9.65K - $9.98K
|
12.6K
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-1.02KClosed |
$9.88K - $10.2K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.1KClosed |
$10.6K - $11K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 3.26% |
$10.9K - $11.2K
|
33.4K
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.6K- 97.09% |
$15.4K - $16K
|
48
$0
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 4.55% |
$15.4K - $16K
|
33.6K
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.61K- 56.43% |
$15.5K - $16.1K
|
1.24K
$0
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.75K- 4.27% |
$16.9K - $17.5K
|
39.2K
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 10.03% |
$17.5K - $18.1K
|
16.3K
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 1.86% |
$19.5K - $20.1K
|
106K
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.55K- 3.51% |
$24.6K - $25.4K
|
70.1K
$0
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 0.2% |
$24.8K - $25.7K
|
1.3M
$0
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.64K- 11.81% |
$25.4K - $26.3K
|
19.7K
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.04K- 14.42% |
$29.4K - $30.4K
|
18.1K
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.13K- 0.94% |
$30.2K - $31.3K
|
330K
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 13.66% |
$32.1K - $33.2K
|
21K
$0
|