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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 4.13% |
$16.4K - $17.8K
|
68.5K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 1.84% |
$15.8K - $17.1K
|
145K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.3K+ 96.16% |
$13.9K - $15.1K
|
4.7K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.28K+ 10.3% |
$13.8K - $14.9K
|
24.4K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.26K+ 9.19% |
$13.7K - $14.8K
|
26.9K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
BUY
|
- |
2K+ 7.14% |
$12.1K - $13.1K
|
30K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.81K+ 2.19% |
$10.9K - $11.8K
|
84.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.74K+ 1.78% |
$10.6K - $11.4K
|
99.5K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.5K+ 14.16% |
$9.08K - $9.83K
|
12.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.4K+ 5.84% |
$8.49K - $9.19K
|
25.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 27.76% |
$7.45K - $8.06K
|
5.67K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.02K+ 8.04% |
$6.14K - $6.65K
|
13.6K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
945+ 0.61% |
$5.72K - $6.19K
|
156K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
701+ 3.47% |
$4.24K - $4.59K
|
20.9K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
500New |
$3.03K - $3.28K
|
500
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
444+ 0.8% |
$2.69K - $2.91K
|
55.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
382+ 1.35% |
$2.31K - $2.5K
|
28.7K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
360+ 7.2% |
$2.18K - $2.36K
|
5.36K
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
303New |
$1.83K - $1.98K
|
303
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
125New |
$756 - $819
|
125
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
122+ 1.07% |
$738 - $799
|
11.5K
$0
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
86New |
$520 - $563
|
86
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
65+ 0.56% |
$393 - $426
|
11.6K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
62+ 0.22% |
$375 - $406
|
28.3K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56+ 0.32% |
$339 - $367
|
17.7K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.37% |
$248 - $269
|
11.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 1.7% |
$236 - $255
|
2.34K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
34+ 1.85% |
$206 - $223
|
1.87K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 1.33% |
$139 - $151
|
1.75K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$139 - $151
|
10.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.16% |
$109 - $118
|
11.3K
$0
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 1.71% |
$66.6 - $72.1
|
656
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.79% |
$36.3 - $39.3
|
342
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.03% |
$24.2 - $26.2
|
13.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-79- 0.53% |
$478 - $517
|
14.8K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 9.09% |
$605 - $655
|
1K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-103- 0.69% |
$623 - $675
|
14.8K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-267- 0.34% |
$1.62K - $1.75K
|
78.9K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 1.75% |
$1.63K - $1.76K
|
15.1K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-381- 2.11% |
$2.31K - $2.5K
|
17.6K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-455- 0.49% |
$2.75K - $2.98K
|
93.2K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-535- 3.46% |
$3.24K - $3.5K
|
14.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-625- 2.05% |
$3.78K - $4.09K
|
29.8K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-742- 0.85% |
$4.49K - $4.86K
|
86.2K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-750- 4.93% |
$4.54K - $4.91K
|
14.5K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-878- 1.6% |
$5.31K - $5.75K
|
54.1K
$0
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-935- 6.92% |
$5.66K - $6.12K
|
12.6K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-971- 0.6% |
$5.87K - $6.36K
|
160K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-975- 51.48% |
$5.9K - $6.39K
|
919
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 6.98% |
$6.05K - $6.55K
|
13.3K
$0
|