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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 9.09% |
$2.13K - $2.58K
|
1K
$20.1K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-21.6KClosed |
$524K - $561K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.1KClosed |
$488K - $522K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3KClosed |
$31.6K - $33.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-109Closed |
$2.65K - $2.83K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.54KClosed |
$236K - $252K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-40KClosed |
$1M - $1.03M
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34KClosed |
$851K - $877K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.33KClosed |
$233K - $240K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-4.2KClosed |
$105K - $108K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.54KClosed |
$38.5K - $39.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14KClosed |
$330K - $350K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-500Closed |
$11.8K - $12.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-180Closed |
$4.24K - $4.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-8Closed |
$189 - $200
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
SELL
|
- |
-9.9KClosed |
$214K - $244K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.8KClosed |
$60.6K - $68.9K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-461Closed |
$9.97K - $11.3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400Closed |
$8.65K - $9.84K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.26KClosed |
$112K - $122K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-28KClosed |
$472K - $635K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.8KClosed |
$332K - $447K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-3.44KClosed |
$57.8K - $77.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 14, 2020
Q1 2020
|
Robinson Capital Management, LLC
|
SELL
|
- |
-17.2KClosed |
$241K - $455K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16.4KClosed |
$230K - $433K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.75KClosed |
$24.5K - $46.3K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-965Closed |
$13.5K - $25.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-811Closed |
$11.4K - $21.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.24KClosed |
$201K - $213K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800Closed |
$19.6K - $20.6K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-617Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-500Closed |
$12.2K - $12.9K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.46KClosed |
$105K - $110K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97KClosed |
$46.7K - $48.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-284Closed |
$6.72K - $7.04K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-5.73KClosed |
$130K - $136K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.7KClosed |
$61K - $63.9K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$24.9K - $26.1K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-665Closed |
$15K - $15.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.5KClosed |
$273K - $308K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-171KClosed |
$3.29M - $3.87M
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-4.63KClosed |
$89.3K - $105K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-284Closed |
$5.48K - $6.44K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-11.9KClosed |
$267K - $282K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.75KClosed |
$84.2K - $88.9K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.06KClosed |
$46.1K - $48.6K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.52KClosed |
$34K - $35.9K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.43KClosed |
$193K - $203K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.7KClosed |
$317K - $341K
|
0
$0
|
|