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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1K- 4.26% |
$6.05K - $6.55K
|
22.5K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 9.13% |
$6.26K - $6.77K
|
10.3K
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.1K- 5.24% |
$6.66K - $7.21K
|
19.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.11K- 1.46% |
$6.73K - $7.29K
|
75.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 0.29% |
$6.9K - $7.47K
|
386K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 2.65% |
$7.03K - $7.61K
|
42.8K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.2K- 0.57% |
$7.26K - $7.86K
|
208K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.41K- 8.46% |
$8.55K - $9.26K
|
15.3K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 1.05% |
$8.71K - $9.43K
|
136K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.64K- 2.34% |
$9.9K - $10.7K
|
68.2K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.75K- 10.98% |
$10.6K - $11.4K
|
14.2K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2KClosed |
$12.1K - $13.1K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2K- 3.76% |
$12.1K - $13.1K
|
51.1K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.08K- 3.99% |
$12.6K - $13.6K
|
50K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.17K- 17.85% |
$13.1K - $14.2K
|
10K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.58K- 7.58% |
$15.6K - $16.9K
|
31.4K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3K- 8.22% |
$18.1K - $19.6K
|
33.4K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.1K- 22.86% |
$18.7K - $20.3K
|
10.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.13K- 3.51% |
$18.9K - $20.5K
|
86.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 23.69% |
$20.5K - $22.2K
|
10.9K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 1.01% |
$22.3K - $24.1K
|
360K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.75K- 0.88% |
$22.7K - $24.6K
|
424K
$0
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.78K- 23.03% |
$22.9K - $24.7K
|
12.6K
$0
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4K- 17.36% |
$24.2K - $26.2K
|
19K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.08K- 14.34% |
$24.7K - $26.7K
|
24.4K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.33K- 21.45% |
$26.2K - $28.4K
|
15.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.62K- 6.02% |
$27.9K - $30.3K
|
72.1K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.83K- 3.67% |
$29.2K - $31.6K
|
127K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.87K- 7.03% |
$29.4K - $31.9K
|
64.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5K- 79.23% |
$30.3K - $32.8K
|
1.31K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.51K- 24.68% |
$39.4K - $42.6K
|
19.9K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.58K- 38.46% |
$39.8K - $43.1K
|
10.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.88K- 30.91% |
$41.6K - $45K
|
15.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.9K- 23.2% |
$47.8K - $51.8K
|
26.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8K- 6.75% |
$48.4K - $52.4K
|
111K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.11K- 32.67% |
$49K - $53.1K
|
16.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10K- 8.41% |
$60.5K - $65.5K
|
109K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 0.86% |
$78.2K - $84.7K
|
1.49M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 11.29% |
$89.1K - $96.5K
|
116K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-15.4K- 17.43% |
$93.3K - $101K
|
73.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.3K- 0.64% |
$105K - $113K
|
2.7M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.6K- 5.95% |
$125K - $135K
|
326K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21K- 17.08% |
$127K - $138K
|
102K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.9K- 62.35% |
$133K - $144K
|
13.2K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 12.36% |
$143K - $155K
|
168K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 15.69% |
$153K - $166K
|
136K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34K- 3.14% |
$206K - $223K
|
1.05M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-34.2K- 10.27% |
$207K - $224K
|
299K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.9K- 65.97% |
$211K - $229K
|
18K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-35K- 15.92% |
$212K - $229K
|
185K
$0
|