Purchases and Sales Made in Q2 2025 in Nuveen Preferred & Income Term Fund (JPI)
This table provides information about the institutional ownership of Nuveen Preferred & Income Term Fund (JPI) during Q2 2025. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Term Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
377KNew |
$6.63M - $7.94M
|
377K
$7.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 83.05% |
$2.02M - $2.42M
|
253K
$5.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
64.7K+ 42.21% |
$1.14M - $1.36M
|
218K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.4K+ 25.83% |
$463K - $555K
|
128K
$2.61M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.4K+ 25.83% |
$463K - $555K
|
128K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 12.42% |
$266K - $319K
|
137K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$221K - $265K
|
12.6K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.2KNew |
$197K - $236K
|
11.2K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.6KNew |
$186K - $223K
|
10.6K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$186K - $223K
|
10.6K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.82KNew |
$173K - $207K
|
9.82K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.73KNew |
$171K - $205K
|
9.73K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.44K+ 10.65% |
$78K - $93.5K
|
46.1K
$937K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.51K+ 65.29% |
$26.6K - $31.9K
|
3.83K
$77.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 1.24% |
$17.7K - $21.2K
|
82.2K
$1.67M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
803+ 2.25% |
$14.1K - $16.9K
|
36.5K
$743K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
679+ 2.34% |
$11.9K - $14.3K
|
29.6K
$603K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$8.79K - $10.5K
|
500
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
333New |
$5.85K - $7.02K
|
333
$6.77K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
304+ 11.21% |
$5.34K - $6.41K
|
3.02K
$61.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
260+ 2.51% |
$4.57K - $5.48K
|
10.6K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
206+ 1.4% |
$3.62K - $4.34K
|
15K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$3.52K - $4.21K
|
200
$4.07K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.38% |
$387 - $464
|
1.62K
$33K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101- 0.79% |
$1.78K - $2.13K
|
12.7K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-140- 0.89% |
$2.46K - $2.95K
|
15.5K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174- 0.12% |
$3.06K - $3.67K
|
146K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-180- 12.59% |
$3.16K - $3.79K
|
1.25K
$25.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 2.0% |
$5.27K - $6.32K
|
14.7K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 3.06% |
$17.6K - $21.1K
|
31.7K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 3.73% |
$24.3K - $29.2K
|
35.7K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.03K- 1.99% |
$35.8K - $42.9K
|
100K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.66K- 6.52% |
$46.7K - $56K
|
38.1K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3K- 8.19% |
$52.7K - $63.2K
|
33.6K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.26K- 5.21% |
$92.5K - $111K
|
95.6K
$1.94M
|
|
|
Nov 03, 2025
Q2 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-5.59K- 2.26% |
$98.3K - $118K
|
242K
$4.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.35K- 4.69% |
$112K - $134K
|
129K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-29.5K- 28.37% |
$519K - $623K
|
74.6K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-67.7K- 75.32% |
$1.19M - $1.43M
|
22.2K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.6K- 43.58% |
$1.22M - $1.47M
|
90K
$1.83M
|
|