Purchases and Sales Made in Q3 2022 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 1.95% |
$7.12K - $8.69K
|
55.1K
$0
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.27K- 5.19% |
$8.22K - $10K
|
23.1K
$0
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 9.34% |
$8.45K - $10.3K
|
12.6K
$0
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-1.48K- 9.31% |
$9.59K - $11.7K
|
14.4K
$0
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.52K- 1.67% |
$9.85K - $12K
|
89.3K
$0
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-3.5K- 3.46% |
$22.8K - $27.8K
|
97.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.86K- 17.67% |
$25.1K - $30.6K
|
18K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.07K- 0.14% |
$26.4K - $32.2K
|
2.87M
$0
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.17K- 6.83% |
$27.1K - $33K
|
56.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.59K- 9.87% |
$29.8K - $36.4K
|
41.9K
$0
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.16K- 24.75% |
$33.6K - $40.9K
|
15.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.43K- 7.79% |
$35.3K - $43.1K
|
64.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.46K- 24.59% |
$35.5K - $43.3K
|
16.7K
$0
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.84K- 29.09% |
$38K - $46.3K
|
14.2K
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.97K- 3.78% |
$38.8K - $47.4K
|
152K
$0
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.37K- 41.85% |
$47.9K - $58.4K
|
10.2K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.62K- 2.28% |
$49.5K - $60.4K
|
327K
$0
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.88K- 25.22% |
$51.2K - $62.5K
|
23.4K
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.71K- 6.02% |
$56.6K - $69.1K
|
136K
$0
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-8.85K- 27.34% |
$57.5K - $70.2K
|
23.5K
$0
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.29K- 65.02% |
$60.4K - $73.7K
|
5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.52K- 10.01% |
$61.9K - $75.5K
|
85.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 3.02% |
$85.4K - $104K
|
422K
$0
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.5K- 13.31% |
$88K - $107K
|
88.2K
$0
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-13.8K- 32.87% |
$89.5K - $109K
|
28.1K
$0
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.6K- 99.99% |
$127K - $155K
|
1
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21K- 2.29% |
$136K - $166K
|
895K
$0
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.4K- 68.02% |
$158K - $193K
|
11.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 71.07% |
$175K - $213K
|
11K
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.5K- 8.88% |
$179K - $218K
|
283K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.5K- 8.93% |
$257K - $313K
|
402K
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.7K- 38.0% |
$258K - $315K
|
64.7K
$0
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-40.1K- 27.26% |
$261K - $318K
|
107K
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.6K- 49.01% |
$290K - $354K
|
46.4K
$0
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47.1K- 80.49% |
$306K - $374K
|
11.4K
$0
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62.9K- 27.31% |
$409K - $499K
|
167K
$0
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-75.8K- 6.12% |
$493K - $601K
|
1.16M
$0
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-76.2K- 20.57% |
$495K - $604K
|
294K
$0
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-109K- 5.08% |
$707K - $863K
|
2.03M
$0
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-114K- 26.36% |
$743K - $906K
|
319K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-288K- 15.95% |
$1.87M - $2.29M
|
1.52M
$0
|