Latest Institutional Transactions on Nuveen Preferred & Income Term Fund (JPI)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Term Fund (JPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$164K - $182K
|
10.2K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$322 - $357
|
17.9K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11KNew |
$177K - $196K
|
11K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
500New |
$8.05K - $8.92K
|
500
$10K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
205New |
$3.32K - $4.23K
|
205
$4.1K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7KNew |
$254K - $324K
|
15.7K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.5K- 13.04% |
$24.3K - $30.9K
|
10K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171New |
$2.77K - $3.53K
|
171
$3.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47KNew |
$23.7K - $30.2K
|
1.47K
$29.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 100.0% |
$1.62K - $2.06K
|
200
$4K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
1.75K+ 8.29% |
$28.2K - $36K
|
22.8K
$456K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.76KNew |
$83.6K - $92.4K
|
4.76K
$95.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
300+ 42.86% |
$5.27K - $5.83K
|
1K
$20K
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.47K+ 13.58% |
$149K - $165K
|
70.8K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
410New |
$7.21K - $7.97K
|
410
$8.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.54KNew |
$62.2K - $68.8K
|
3.54K
$70.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
400New |
$7.32K - $8.48K
|
400
$8.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 34.21% |
$25.8K - $29.9K
|
2.71K
$54.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.21K+ 251.66% |
$114K - $132K
|
8.67K
$174K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.92% |
$33.4K - $38.7K
|
16.6K
$332K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
500New |
$9.16K - $10.6K
|
500
$10K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$25.9K - $29.9K
|
1.41K
$28.3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.1KClosed |
$510K - $599K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
17+ 2.72% |
$320 - $376
|
641
$12.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2KClosed |
$22.6K - $26.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.26KClosed |
$174K - $205K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
977New |
$18.4K - $21.6K
|
977
$19.6K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
650New |
$12.2K - $14.4K
|
650
$13K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.96K- 36.58% |
$169K - $198K
|
15.5K
$311K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10.2KClosed |
$192K - $226K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$42.9K - $50.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.6KClosed |
$30.1K - $35.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125KNew |
$2.66M - $3.24M
|
125K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7.84K- 4.31% |
$167K - $202K
|
174K
$3.48M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8KClosed |
$250K - $303K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3K- 42.86% |
$63.8K - $77.4K
|
4K
$80.1K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 9.09% |
$2.13K - $2.58K
|
1K
$20K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.11KNew |
$44.9K - $54.6K
|
2.11K
$42.3K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.16KClosed |
$173K - $211K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.05KClosed |
$171K - $208K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$53.1K - $64.5K
|
2.5K
$50.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.03KClosed |
$171K - $207K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.1KClosed |
$488K - $522K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-109Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3KClosed |
$31.6K - $33.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$744K - $793K
|
30K
$601K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.54KClosed |
$236K - $252K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34KClosed |
$851K - $877K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$200 - $206
|
8
$160
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.54KClosed |
$38.5K - $39.7K
|
0
$0
|
|