Latest Institutional Sells of Nuveen Preferred & Income Term Fund (JPI)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Term Fund (JPI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-261K- 60.17% |
$5.04M - $5.43M
|
173K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-227K- 43.93% |
$4.39M - $4.73M
|
290K
$5.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204K- 58.64% |
$3.95M - $4.26M
|
144K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200K- 81.42% |
$3.87M - $4.17M
|
45.7K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 36.77% |
$1.44M - $1.56M
|
128K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.3K- 21.8% |
$777K - $838K
|
144K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.9K- 13.18% |
$402K - $434K
|
137K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 49.57% |
$329K - $355K
|
17.4K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 44.68% |
$318K - $343K
|
20.4K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 10.49% |
$235K - $254K
|
104K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.14K- 5.85% |
$119K - $128K
|
98.9K
$1.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.63K- 70.28% |
$109K - $117K
|
2.38K
$47K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 5.51% |
$41.6K - $44.8K
|
36.9K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.86K- 10.29% |
$35.8K - $38.7K
|
16.2K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 99.95% |
$35.3K - $38K
|
1
$19.8
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 12.03% |
$30.1K - $32.4K
|
11.4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33K- 1.52% |
$25.6K - $27.6K
|
86.2K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 6.03% |
$20.1K - $21.7K
|
16.2K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-350- 0.92% |
$6.76K - $7.29K
|
37.9K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-273- 2.6% |
$5.27K - $5.68K
|
10.2K
$202K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-39.4K- 6.93% |
$739K - $767K
|
530K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 37.3% |
$183K - $190K
|
16.4K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.25K- 6.54% |
$79.6K - $82.6K
|
60.7K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 10.28% |
$52.5K - $54.4K
|
24.4K
$483K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 7.84% |
$43.1K - $44.8K
|
27K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 9.0% |
$19.1K - $19.8K
|
10.3K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133- 0.2% |
$2.49K - $2.59K
|
66.4K
$1.31M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-64.2K- 52.28% |
$1.04M - $1.18M
|
58.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.4K- 55.86% |
$642K - $723K
|
31.1K
$615K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$25.6K - $28.9K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-250- 2.14% |
$4.07K - $4.59K
|
11.4K
$226K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 98.77% |
$20.1K - $21.5K
|
15
$296
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36- 0.24% |
$604 - $644
|
15.1K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.1% |
$16.8 - $17.9
|
999
$19.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-900- 6.97% |
$14.5K - $16K
|
12K
$237K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.5K- 13.04% |
$24.3K - $30.9K
|
10K
$198K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.92% |
$33.4K - $38.7K
|
16.6K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 34.21% |
$25.8K - $29.9K
|
2.71K
$53.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.1KClosed |
$510K - $599K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10.2KClosed |
$192K - $226K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.26KClosed |
$174K - $205K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.96K- 36.58% |
$169K - $198K
|
15.5K
$307K
|
|
|
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
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2KClosed |
$22.6K - $26.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8KClosed |
$250K - $303K
|
0
$0
|
|
|
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 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.03KClosed |
$171K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7.84K- 4.31% |
$167K - $202K
|
174K
$3.44M
|
|