Institutional Ownership Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
15,539
shares
|
$305,962
0.05% of portfolio
|
Q2 2022
Reduced 36.58%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
15,509
shares
|
$305,372
0.01% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
14,873
shares
|
$292,849
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,714
shares
|
$289,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,694
shares
|
$269,634
0.01% of portfolio
|
Q4 2024
Added 32.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
11,391
shares
|
$224,288
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,628
shares
|
$209,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,230
shares
|
$201,428
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
10,142
shares
|
$199,695
0.03% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
7,140
shares
|
$140,586
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,790
shares
|
$133,695
0.0% of portfolio
|
Q4 2023
Added 8.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,455
shares
|
$127,098
0.0% of portfolio
|
Q4 2024
Reduced 82.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,713
shares
|
$53,418
0.0% of portfolio
|
Q3 2022
Reduced 34.21%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$49,225
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,454
shares
|
$48,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,379
shares
|
$46,842
0.01% of portfolio
|
Q3 2024
Reduced 70.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,309
shares
|
$45,464
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,568
shares
|
$30,873
0.0% of portfolio
|
Q4 2024
Added 27.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,430
shares
|
$28,156
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
999
shares
|
$19,670
0.0% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
800
shares
|
$15,752
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
700
shares
|
$13,783
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$9,845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$7,876
0.0% of portfolio
|
Q1 2018
Reduced 35.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
348
shares
|
$6,852
0.0% of portfolio
|
Q4 2024
Added 16.0%
|