Purchases and Sales Made in Q3 2023 in Nuveen Preferred & Income Fund (JPT)
This table provides information about the institutional ownership of Nuveen Preferred & Income Fund (JPT) during Q3 2023. 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, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 31.36% |
$857K - $907K
|
232K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
49.7K+ 42.01% |
$769K - $815K
|
168K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
41.4KNew |
$640K - $678K
|
41.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
27.4KNew |
$424K - $449K
|
27.4K
$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
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.2K+ 30.64% |
$205K - $217K
|
56.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$191K - $202K
|
12.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.69K+ 24.39% |
$88.1K - $93.3K
|
29K
$0
|
|
|
Nov 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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.22K+ 4.63% |
$65.3K - $69.2K
|
95.4K
$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
|
Css LLC
Chicago, IL |
BUY
|
- |
1.85K+ 16.27% |
$28.6K - $30.3K
|
13.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196New |
$3.03K - $3.21K
|
196
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.15% |
$263 - $279
|
11.6K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$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 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 3.78% |
$23.6K - $25K
|
38.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-1.63K- 4.49% |
$25.2K - $26.7K
|
34.6K
$0
|