Purchases and Sales Made in Q4 2022 in Nuveen Preferred & Income Securities Fund (JPS)
This table provides information about the institutional ownership of Nuveen Preferred & Income Securities Fund (JPS) during Q4 2022. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Securities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2KNew |
$97.5K - $110K
|
15.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$94.9K - $107K
|
14.8K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$92.9K - $105K
|
14.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 3.31% |
$89.5K - $101K
|
436K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13.6KNew |
$87.3K - $98.2K
|
13.6K
$0
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13.5KNew |
$86.3K - $97K
|
13.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.4K+ 30.23% |
$85.6K - $96.3K
|
57.6K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 4.14% |
$84.7K - $95.3K
|
333K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
12.1K+ 15.01% |
$77.5K - $87.2K
|
92.7K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 50.21% |
$74.3K - $83.6K
|
34.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$71.7K - $80.7K
|
11.2K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.2KNew |
$71.7K - $80.7K
|
11.2K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 0.79% |
$71.1K - $80K
|
1.42M
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.8KNew |
$69.3K - $77.9K
|
10.8K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$64.1K - $72.1K
|
10K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.69K+ 71.87% |
$62.1K - $69.9K
|
23.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.62K+ 7.08% |
$61.7K - $69.4K
|
146K
$0
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
9.53K+ 7.9% |
$61.1K - $68.7K
|
130K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.49K+ 2.61% |
$54.4K - $61.2K
|
334K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.26K+ 0.29% |
$52.9K - $59.5K
|
2.9M
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 6496.83% |
$52.5K - $59K
|
8.31K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.12K+ 59.63% |
$52.1K - $58.6K
|
21.7K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.5K+ 75.0% |
$48.1K - $54.1K
|
17.5K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.99KNew |
$44.8K - $50.4K
|
6.99K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.31KNew |
$40.5K - $45.5K
|
6.31K
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.29K+ 4.13% |
$40.3K - $45.3K
|
158K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.1KNew |
$39.1K - $44K
|
6.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.91K+ 49.06% |
$37.9K - $42.6K
|
18K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5K+ 7.14% |
$32.1K - $36.1K
|
75K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.67K+ 7.26% |
$29.9K - $33.6K
|
68.9K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.9KNew |
$25K - $28.1K
|
3.9K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
3.86K+ 4.53% |
$24.7K - $27.8K
|
89K
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$21.6K - $24.3K
|
3.38K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.9K+ 8.96% |
$18.6K - $20.9K
|
35.3K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.35K+ 3.08% |
$15.1K - $16.9K
|
78.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.21KNew |
$14.1K - $15.9K
|
2.21K
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2KNew |
$12.8K - $14.4K
|
2K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.82KNew |
$11.6K - $13.1K
|
1.82K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.78K+ 2.07% |
$11.4K - $12.8K
|
87.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.31KNew |
$8.37K - $9.41K
|
1.31K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.21KNew |
$7.77K - $8.74K
|
1.21K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 5.39% |
$7.13K - $8.02K
|
21.8K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.03KNew |
$6.57K - $7.39K
|
1.03K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
BUY
|
- |
1K+ 1.02% |
$6.41K - $7.21K
|
98.6K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
972+ 8.19% |
$6.23K - $7.01K
|
12.8K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
773New |
$4.95K - $5.57K
|
773
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
672+ 2.88% |
$4.31K - $4.85K
|
24K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
657+ 4.73% |
$4.21K - $4.74K
|
14.5K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
572New |
$3.67K - $4.12K
|
572
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
475+ 1.26% |
$3.04K - $3.42K
|
38.2K
$0
|