Purchases and Sales Made in Q4 2023 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 15.79% |
$0 - $335
|
396
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5Closed |
$0 - $31.1
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-224- 0.2% |
$0 - $1.39K
|
113K
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-668Closed |
$0 - $4.15K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.46KClosed |
$0 - $21.5K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3.87KClosed |
$0 - $24K
|
0
$0
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-15.6KClosed |
$0 - $96.7K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-263KClosed |
$0 - $1.63M
|
0
$0
|