Purchases and Sales Made in Q3 2021 in Nuveen Preferred & Income Fund (JPT)
This table provides information about the institutional ownership of Nuveen Preferred & Income Fund (JPT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
138KNew |
$3.43M - $3.51M
|
138K
$0
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
43.2KNew |
$1.07M - $1.1M
|
43.2K
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38K+ 75.23% |
$943K - $967K
|
88.5K
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$497K - $509K
|
20K
$0
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 26.34% |
$355K - $364K
|
68.7K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 2.76% |
$62.1K - $63.6K
|
93.2K
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.82K+ 15.66% |
$45.1K - $46.3K
|
13.4K
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 23.88% |
$39.7K - $40.7K
|
8.3K
$0
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
891+ 1.04% |
$22.1K - $22.7K
|
86.9K
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
628New |
$15.6K - $16K
|
628
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
621+ 0.7% |
$15.4K - $15.8K
|
89.7K
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
401New |
$9.96K - $10.2K
|
401
$0
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
177+ 1.42% |
$4.39K - $4.5K
|
12.6K
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 13.56% |
$1.27K - $1.3K
|
427
$0
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 1.42% |
$273 - $280
|
783
$0
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$24.8 - $25.5
|
1
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16Closed |
$397 - $407
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-87- 0.77% |
$2.16K - $2.21K
|
11.2K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-500- 2.24% |
$12.4K - $12.7K
|
21.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-517- 0.92% |
$12.8K - $13.2K
|
55.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-520- 0.65% |
$12.9K - $13.2K
|
80K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.02K- 8.23% |
$74.9K - $76.7K
|
33.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.73K- 24.64% |
$92.5K - $94.8K
|
11.4K
$0
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-8.04K- 33.94% |
$200K - $205K
|
15.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.09KClosed |
$201K - $206K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.36KClosed |
$232K - $238K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 40.4% |
$292K - $299K
|
17.3K
$0
|