Captrust Financial Advisors Nuveen Preferred & Income Securities Fund Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$6.1 - $6.56 $1.45 Million - $1.56 Million	237,655 Added 296.98%	317,680 $1.96 Million
Q2 2023 Aug 14, 2023	BUY	$6.05 - $6.55 $141,975 - $153,708	23,467 Added 41.49%	80,025 $510,000
Q1 2023 May 15, 2023	SELL	$5.88 - $7.67 $43,788 - $57,118	-7,447 Reduced 11.64%	56,558 $365,000
Q4 2022 Feb 15, 2023	BUY	$6.41 - $7.21 $162,833 - $183,155	25,403 Added 65.81%	64,005 $435,000
Q3 2022 Nov 16, 2022	BUY	$6.5 - $7.93 $250,913 - $306,113	38,602 New	38,602 $254,000
Q2 2022 Aug 16, 2022	BUY	$7.0 - $8.6 $269,402 - $330,979	38,486 New	38,486 $279,000

Others Institutions Holding JPS

# of Institutions

16

Shares Held

793K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

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