Purchases and Sales Made in Q1 2021 in Nuveen Preferred & Income Fund (JPT)
This table provides information about the institutional ownership of Nuveen Preferred & Income Fund (JPT) during Q1 2021. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.4KNew |
$248K - $255K
|
10.4K
$0
|
|
|
May 13, 2021
Q1 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 32.5% |
$242K - $250K
|
41.3K
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.09KNew |
$193K - $199K
|
8.09K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.29K+ 37.93% |
$174K - $180K
|
26.5K
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.2K+ 14.64% |
$148K - $153K
|
48.5K
$0
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
4.57K+ 14.44% |
$109K - $113K
|
36.3K
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.09K+ 5.87% |
$97.8K - $101K
|
73.7K
$0
|
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.96KNew |
$70.8K - $73.1K
|
2.96K
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 16.9% |
$28.7K - $29.6K
|
8.3K
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
639+ 3.32% |
$15.3K - $15.8K
|
19.9K
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 11.76% |
$9.56K - $9.86K
|
3.8K
$0
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
197New |
$4.71K - $4.86K
|
197
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 1.06% |
$191 - $197
|
762
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-214- 2.26% |
$5.11K - $5.28K
|
9.27K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-411- 3.03% |
$9.82K - $10.1K
|
13.2K
$0
|
|
|
May 04, 2021
Q1 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-526- 0.65% |
$12.6K - $13K
|
80.1K
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-822- 5.25% |
$19.6K - $20.3K
|
14.8K
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 1.1% |
$24.4K - $25.2K
|
92K
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.41K- 10.57% |
$153K - $158K
|
54.2K
$0
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.33KClosed |
$223K - $230K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.6K- 11.01% |
$373K - $385K
|
126K
$0
|