Purchases and Sales Made in Q2 2021 in Nuveen Preferred & Income Fund (JPT)
This table provides information about the institutional ownership of Nuveen Preferred & Income Fund (JPT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.1KNew |
$2.15M - $2.23M
|
89.1K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.1KNew |
$701K - $728K
|
29.1K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.7KNew |
$571K - $593K
|
23.7K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 31.7% |
$316K - $328K
|
54.4K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6KNew |
$280K - $291K
|
11.6K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.29K+ 3909.43% |
$200K - $208K
|
8.5K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 9.15% |
$163K - $169K
|
80.5K
$0
|
|
|
Aug 23, 2021
Q2 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.93K+ 7.4% |
$143K - $148K
|
86K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.51K+ 12.63% |
$60.5K - $62.8K
|
22.4K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.99K+ 4.1% |
$48K - $49.8K
|
50.5K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 3.5% |
$45.8K - $47.5K
|
56.1K
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 11.76% |
$9.65K - $10K
|
3.8K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
391+ 1.08% |
$9.43K - $9.79K
|
36.6K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
293+ 1.98% |
$7.07K - $7.34K
|
15.1K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
179+ 90.86% |
$4.32K - $4.48K
|
376
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
92+ 0.99% |
$2.22K - $2.3K
|
9.36K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 1.31% |
$241 - $250
|
772
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-732- 5.56% |
$17.7K - $18.3K
|
12.4K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 1.37% |
$30.4K - $31.5K
|
90.7K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 19.28% |
$38.6K - $40.1K
|
6.7K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.95K- 99.46% |
$71.1K - $73.8K
|
16
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.29K- 97.51% |
$200K - $208K
|
212
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.4KClosed |
$250K - $260K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-115K- 91.04% |
$2.77M - $2.88M
|
11.3K
$0
|