Purchases and Sales Made in Q2 2023 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.25M+ 24.85% |
$7.55M - $8.17M
|
6.27M
$0
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.17MNew |
$7.08M - $7.67M
|
1.17M
$0
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
834K+ 9.73% |
$5.05M - $5.46M
|
9.41M
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 254.48% |
$1.72M - $1.86M
|
395K
$0
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
167K+ 92.91% |
$1.01M - $1.1M
|
347K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 16.47% |
$856K - $927K
|
1M
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 7.01% |
$681K - $737K
|
1.72M
$0
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
112KNew |
$678K - $734K
|
112K
$0
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
95.7K+ 6.65% |
$579K - $627K
|
1.53M
$0
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
89.5K+ 12.6% |
$542K - $586K
|
800K
$0
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
80.6K+ 75.89% |
$487K - $528K
|
187K
$0
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
70.3K+ 21.55% |
$425K - $460K
|
396K
$0
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.2KNew |
$401K - $434K
|
66.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
60.7KNew |
$367K - $398K
|
60.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
54.9K+ 57.79% |
$332K - $360K
|
150K
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.5KNew |
$257K - $278K
|
42.5K
$0
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41.7KNew |
$252K - $273K
|
41.7K
$0
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36K+ 33.72% |
$218K - $236K
|
143K
$0
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32KNew |
$194K - $210K
|
32K
$0
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.6KNew |
$167K - $181K
|
27.6K
$0
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.2K+ 8.85% |
$164K - $178K
|
334K
$0
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.5K+ 41.49% |
$142K - $154K
|
80K
$0
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.9K+ 114.35% |
$139K - $150K
|
43K
$0
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
22.8K+ 19.93% |
$138K - $149K
|
137K
$0
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.9KNew |
$133K - $144K
|
21.9K
$0
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.7K+ 23.38% |
$125K - $135K
|
109K
$0
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.5K+ 93.77% |
$118K - $128K
|
40.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.7K+ 892.26% |
$113K - $122K
|
20.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.5KNew |
$112K - $121K
|
18.5K
$0
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$105K - $114K
|
17.3K
$0
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
17.2KNew |
$104K - $113K
|
17.2K
$0
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 5.09% |
$98.8K - $107K
|
338K
$0
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
16.2KNew |
$98.1K - $106K
|
16.2K
$0
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
15K+ 15.21% |
$90.8K - $98.3K
|
114K
$0
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 38.5% |
$85.6K - $92.7K
|
50.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.8KNew |
$77.3K - $83.7K
|
12.8K
$0
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$76.4K - $82.7K
|
12.6K
$0
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.7KNew |
$70.8K - $76.6K
|
11.7K
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4K+ 0.89% |
$69.2K - $74.9K
|
1.29M
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 17.43% |
$68.8K - $74.5K
|
76.6K
$0
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.1K+ 11.72% |
$61.3K - $66.4K
|
96.6K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.09K+ 1.86% |
$48.9K - $53K
|
443K
$0
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.99K+ 48.56% |
$48.3K - $52.3K
|
24.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.71K+ 53.72% |
$40.6K - $44K
|
19.2K
$0
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.3KNew |
$32.1K - $34.7K
|
5.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 20.05% |
$30.5K - $33K
|
30.1K
$0
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 29.91% |
$24.8K - $26.9K
|
17.8K
$0
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.85K+ 9.19% |
$23.3K - $25.2K
|
45.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.75K+ 10.38% |
$22.7K - $24.6K
|
39.9K
$0
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 9.21% |
$17.5K - $19K
|
34.4K
$0
|