Purchases and Sales Made in Q2 2022 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q2 2022. 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 15, 2022
Q2 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 2.33% |
$35K - $43K
|
220K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 4.91% |
$34.2K - $42.1K
|
104K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4KNew |
$28K - $34.4K
|
4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
3.14K+ 3.34% |
$22K - $27K
|
97.1K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 1.33% |
$21.2K - $26K
|
230K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.93K+ 8.7% |
$20.5K - $25.2K
|
36.6K
$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 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.31K+ 1.48% |
$16.1K - $19.8K
|
158K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 2.15% |
$13.4K - $16.5K
|
91K
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48K+ 2.7% |
$10.4K - $12.7K
|
56.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.37K+ 2.02% |
$9.56K - $11.7K
|
69K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3K+ 10.3% |
$9.1K - $11.2K
|
13.9K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1KNew |
$7K - $8.6K
|
1K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
975New |
$6.83K - $8.39K
|
975
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
900+ 2.47% |
$6.3K - $7.74K
|
37.4K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
833New |
$5.83K - $7.16K
|
833
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
803+ 0.85% |
$5.62K - $6.91K
|
95.1K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
803New |
$5.62K - $6.91K
|
803
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
577+ 4.12% |
$4.04K - $4.96K
|
14.6K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
545New |
$3.82K - $4.69K
|
545
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
530+ 2.09% |
$3.71K - $4.56K
|
25.9K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$3.5K - $4.3K
|
500
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
473New |
$3.31K - $4.07K
|
473
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
339+ 1.07% |
$2.37K - $2.92K
|
32.1K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
279+ 1.57% |
$1.95K - $2.4K
|
18K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
240+ 1.77% |
$1.68K - $2.06K
|
13.8K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
192+ 0.52% |
$1.34K - $1.65K
|
37.1K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
188+ 1.39% |
$1.32K - $1.62K
|
13.7K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
135+ 1.09% |
$945 - $1.16K
|
12.5K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
123+ 1.83% |
$861 - $1.06K
|
6.85K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
114+ 0.98% |
$798 - $980
|
11.7K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
100+ 0.14% |
$700 - $860
|
70K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.22% |
$630 - $774
|
40.6K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
58+ 0.33% |
$406 - $499
|
17.6K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.41% |
$364 - $447
|
12.8K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 0.17% |
$280 - $344
|
23.4K
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 1.77% |
$259 - $318
|
2.12K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
31+ 1.82% |
$217 - $267
|
1.74K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22+ 1.33% |
$154 - $189
|
1.68K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 0.05% |
$133 - $163
|
41.9K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 1.83% |
$84 - $103
|
667
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$28 - $34.4
|
4
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4- 57.14% |
$28 - $34.4
|
3
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-16Closed |
$112 - $138
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-100- 0.54% |
$700 - $860
|
18.3K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-230- 2.19% |
$1.61K - $1.98K
|
10.3K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-329- 3.11% |
$2.3K - $2.83K
|
10.2K
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-440- 3.19% |
$3.08K - $3.78K
|
13.3K
$0
|