Purchases and Sales Made in Q4 2021 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8.59KNew |
$79.2K - $85.3K
|
8.59K
$0
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7.12KNew |
$65.7K - $70.7K
|
7.12K
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.93K+ 34.46% |
$64K - $68.9K
|
27K
$0
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.76KNew |
$62.4K - $67.2K
|
6.76K
$0
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.71KNew |
$61.9K - $66.7K
|
6.71K
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.81KNew |
$53.6K - $57.8K
|
5.81K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.69K+ 1.18% |
$52.5K - $56.6K
|
490K
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.59K+ 21.05% |
$51.5K - $55.5K
|
32.1K
$0
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.98KNew |
$46K - $49.5K
|
4.98K
$0
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4KNew |
$36.9K - $39.8K
|
4K
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.51K+ 13.43% |
$32.4K - $34.9K
|
29.6K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 15.01% |
$31.7K - $34.1K
|
26.3K
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.4K+ 26.6% |
$31.4K - $33.8K
|
16.2K
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.35K+ 3.72% |
$30.9K - $33.3K
|
93.4K
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.34K+ 6.48% |
$30.8K - $33.2K
|
54.8K
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3K+ 24.89% |
$27.7K - $29.8K
|
15.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.9K+ 3.57% |
$26.8K - $28.9K
|
84.1K
$0
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2.71K+ 3.19% |
$25K - $26.9K
|
87.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 3.25% |
$22.6K - $24.3K
|
77.8K
$0
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.42K+ 54.79% |
$22.3K - $24.1K
|
6.84K
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.97K+ 8.49% |
$18.2K - $19.6K
|
25.2K
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.96K+ 2.89% |
$18.1K - $19.5K
|
69.9K
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.92KNew |
$17.7K - $19K
|
1.92K
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.8K+ 21.25% |
$16.6K - $17.8K
|
10.2K
$0
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.69KNew |
$15.6K - $16.8K
|
1.69K
$0
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.65K+ 8.38% |
$15.2K - $16.4K
|
21.3K
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$11.1K - $11.9K
|
1.2K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2K+ 59900.0% |
$11.1K - $11.9K
|
1.2K
$0
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.17KNew |
$10.8K - $11.6K
|
1.17K
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$9.45K - $10.2K
|
1.02K
$0
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1K+ 6.67% |
$9.23K - $9.94K
|
16K
$0
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
976New |
$9.01K - $9.7K
|
976
$0
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
842+ 7.16% |
$7.77K - $8.37K
|
12.6K
$0
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
826+ 0.89% |
$7.62K - $8.21K
|
93.7K
$0
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
800New |
$7.38K - $7.95K
|
800
$0
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
644New |
$5.94K - $6.4K
|
644
$0
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
595+ 14.87% |
$5.49K - $5.91K
|
4.6K
$0
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
466New |
$4.3K - $4.63K
|
466
$0
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
333New |
$3.07K - $3.31K
|
333
$0
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$2.64K - $2.84K
|
286
$0
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
227+ 1.89% |
$2.1K - $2.26K
|
12.2K
$0
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
192+ 0.57% |
$1.77K - $1.91K
|
33.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138+ 2.12% |
$1.27K - $1.37K
|
6.65K
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 147.31% |
$1.26K - $1.36K
|
230
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
103+ 1.13% |
$951 - $1.02K
|
9.2K
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
73+ 0.24% |
$674 - $726
|
30.5K
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4+ 400.0% |
$36.9 - $39.8
|
5
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.0% |
$9.23 - $9.94
|
20.2K
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-106- 13.12% |
$978 - $1.05K
|
702
$0
|