Latest Institutional Transactions on Nuveen Preferred & Income Fund (JPT)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Fund (JPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 31.36% |
$857K - $907K
|
232K
$0
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
41.4KNew |
$640K - $678K
|
41.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.85K+ 16.27% |
$28.6K - $30.3K
|
13.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-1.63K- 4.49% |
$25.2K - $26.7K
|
34.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$191K - $202K
|
12.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
2.98K+ 42.41% |
$46.1K - $48.8K
|
10K
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196New |
$3.03K - $3.21K
|
196
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-810- 3.2% |
$12.5K - $13.3K
|
24.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 3.21% |
$16.9K - $17.9K
|
32.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.22K+ 4.63% |
$65.3K - $69.2K
|
95.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14.8KNew |
$229K - $243K
|
14.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
49.7K+ 42.01% |
$769K - $815K
|
168K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 12.98% |
$79.8K - $84.5K
|
44.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.2K+ 30.64% |
$205K - $217K
|
56.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.69K+ 24.39% |
$88.1K - $93.3K
|
29K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 3.78% |
$23.6K - $25K
|
38.9K
$0
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
27.4KNew |
$424K - $449K
|
27.4K
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.15% |
$263 - $279
|
11.6K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.19K- 14.7% |
$32.8K - $35.8K
|
12.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-5K- 30.98% |
$75K - $81.9K
|
11.1K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.11K+ 5.66% |
$61.6K - $67.3K
|
76.7K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
400+ 1.37% |
$6K - $6.55K
|
29.6K
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$303K - $331K
|
20.2K
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.2KNew |
$18.8K - $23.6K
|
1.2K
$0
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-227- 2.13% |
$3.56K - $4.47K
|
10.4K
$0
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$3.13K - $3.94K
|
200
$0
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94+ 88.68% |
$1.65K - $1.75K
|
200
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
570New |
$9.99K - $10.6K
|
570
$0
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.3KNew |
$443K - $470K
|
25.3K
$0
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 2.34% |
$17.5K - $18.6K
|
41.7K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16+ 1.94% |
$298 - $333
|
839
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 32.2% |
$35.4K - $39.5K
|
4K
$0
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 2.14% |
$168 - $187
|
430
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-427Closed |
$8K - $9.42K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500Closed |
$9.37K - $11K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.75KNew |
$51.5K - $60.7K
|
2.75K
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-855Closed |
$16K - $18.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-5.68KClosed |
$120K - $139K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7KClosed |
$311K - $361K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.2KClosed |
$237K - $275K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.7KClosed |
$480K - $558K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.58KClosed |
$181K - $211K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-12.5KClosed |
$263K - $305K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.5KClosed |
$179K - $209K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.2KClosed |
$383K - $446K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-87.2KClosed |
$1.84M - $2.14M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.4KClosed |
$219K - $255K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-26.6KClosed |
$562K - $654K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$24 - $25.1
|
0
$0
|