Walled Lake Planning & Wealth Management, LLC Nuveen Preferred & Income Term Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$23.58 - $25.01 $188 - $200	-8 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$21.63 - $24.61 $194 - $221	-9 Reduced 52.94%	8 $0
Q3 2020 Nov 13, 2020	BUY	$21.33 - $23.17 $21 - $23	1 Added 6.25%	17 $0
Q1 2020 May 15, 2020	BUY	$14.04 - $26.46 $224 - $423	16 New	16 $0

Others Institutions Holding JPI

# of Institutions

Shares Held

6.52M

Call Options Held

Put Options Held

Atlas Wealth LLC Cincinnati, OH

619K
Shares

$13 Million
1.88% of portfolio
Sit Investment Associates Inc Minneapolis, MN

530K
Shares

$11.1 Million
0.24% of portfolio
Cornerstone Advisory, LLC

518K
Shares

$10.9 Million
1.48% of portfolio
Almitas Capital LLC Santa Monica, CA

502K
Shares

$10.5 Million
4.23% of portfolio
Jane Street Group, LLC New York, NY

458K
Shares

$9.61 Million
0.01% of portfolio

View Full List

About Nuveen Preferred & Income Term Fund

Ticker JPI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...

More about JPI

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