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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

$20.22 +0.16 (+0.80%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Preferred and Income Term Fund (NYSE:JPI)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$16.84M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.54M
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JPI Institutional Buying and Selling by Quarter

Nuveen Preferred and Income Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Diversify Wealth Management LLC14,755$292K0.0%-8.7%0.000%
4/29/2025 Envestnet Asset Management Inc.135,421$2.66M0.0%+1.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.15,227$300K0.0%-6.4%0.000%
4/21/2025 Kingswood Wealth Advisors LLC89,880$1.77M0.1%+87.1%0.000%
4/16/2025 Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
4/15/2025 Wealthcare Advisory Partners LLC15,660$308K0.0%-6.7%0.000%
2/18/2025Cornerstone Advisory LLC195,819$3.97M0.5%-32.5%0.000%
2/18/2025Elequin Capital LP2,454$48K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers22,360$438K0.0%+9.5%0.000%
2/17/2025Bank of America Corp DE52,729$1.03M0.0%+55.8%0.000%
2/17/2025Ameriprise Financial Inc.42,957$842K0.0%-10.8%0.000%
2/14/2025IHT Wealth Management LLC13,694$268K0.0%+32.7%0.000%
2/14/2025Stifel Financial Corp43,880$860K0.0%-4.1%0.000%
2/14/2025Shaker Financial Services LLC14,873$292K0.1%N/A0.000%
2/13/2025Raymond James Financial Inc.106,754$2.09M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.133,314$2.61M0.0%-7.6%0.000%
2/13/2025Wedbush Securities Inc.15,509$304K0.0%-4.5%0.000%
2/13/2025Wells Fargo & Company MN136,348$2.67M0.0%-5.6%0.000%
2/12/2025Everstar Asset Management LLC36,641$718K0.5%-8.3%0.000%
2/11/2025LPL Financial LLC102,047$2M0.0%+3.2%0.000%
2/7/2025 Sequoia Financial Advisors LLC10,628$208K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.106,754$2.09M0.0%N/A0.000%
1/31/2025 Truist Financial Corp163,193$3.20M0.0%-5.5%0.000%
1/24/2025 E&G Advisors LP32,977$646K0.2%-12.9%0.000%
1/24/2025Chicago Partners Investment Group LLC82,148$1.62M0.1%-3.4%0.000%
1/22/2025 Kingswood Wealth Advisors LLC48,040$942K0.1%+77.8%0.000%
1/16/2025Diversify Wealth Management LLC16,153$319K0.0%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC16,777$329K0.0%+3.6%0.000%
11/15/2024Stifel Financial Corp45,735$952K0.0%-81.4%0.000%
10/29/2024Chicago Partners Investment Group LLC85,062$1.80M0.1%+7.1%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.17,352$361K0.0%-49.6%0.000%
10/22/2024 International Assets Investment Management LLC77,809$1.62M0.0%+1,982.1%0.000%
10/8/2024 Daymark Wealth Partners LLC11,391$237K0.0%-12.0%0.000%
9/5/2024Sanctuary Advisors LLC38,087$717K0.0%N/A0.000%
8/21/2024 Truist Financial Corp433,679$8.44M0.0%+2.3%0.000%
8/16/2024Almitas Capital LLC501,903$9.76M4.1%+83.9%0.000%
8/8/2024 Envestnet Asset Management Inc.348,709$6.78M0.0%+2.7%0.000%
8/7/2024Wedbush Securities Inc.17,274$336K0.0%+10.6%0.000%
7/30/2024 International Assets Investment Management LLC3,737$73K0.0%N/A0.000%
7/19/2024Raymond James & Associates116,334$2.26M0.0%-1.8%0.000%
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7/19/2024 E&G Advisors LP38,227$744K0.2%-5.7%0.000%
7/12/2024 Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC27,020$526K0.0%-7.8%0.000%
5/24/2024Cetera Advisors LLC15,478$298K0.0%N/A0.000%
5/9/2024SageView Advisory Group LLC117,921$2.27M0.1%N/A0.000%
4/24/2024Blue Bell Private Wealth Management LLC3,800$73K0.0%N/A0.000%
4/15/2024 Wealthcare Advisory Partners LLC19,614$377K0.0%-5.7%0.000%
2/23/2024Chicago Partners Investment Group LLC79,159$1.47M0.1%+7.3%0.000%
2/13/2024Cornerstone Advisory LLC594,952$10.88M1.7%-7.3%0.000%
2/12/2024Weiss Asset Management LP58,598$1.07M0.1%-52.3%0.000%
2/12/2024Stifel Financial Corp246,765$4.51M0.0%+6.4%0.000%
2/12/2024Steward Partners Investment Advisory LLC29,224$534K0.0%-4.4%0.000%
2/7/2024 Principal Securities Inc.1,430$26K0.0%N/A0.000%
2/6/2024 Wealthcare Advisory Partners LLC20,799$380K0.0%+9.7%0.000%
2/2/2024 Truist Financial Corp421,379$7.70M0.0%+1.4%0.000%
1/25/2024 E&G Advisors LP40,527$741K0.3%-9.9%0.000%
1/25/2024 International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/24/2024 International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/16/2024 Kingswood Wealth Advisors LLC29,320$536K0.1%N/A0.000%
1/16/2024Raymond James & Associates131,086$2.40M0.0%-14.9%0.000%
8/14/2023CSS LLC IL12,112$203K0.0%-7.6%0.000%
8/11/2023Almitas Capital LLC49,056$865K0.4%N/A0.000%
8/11/2023Weiss Asset Management LP130,738$2.20M0.2%N/A0.000%
8/11/2023Guggenheim Capital LLC52,950$889K0.0%+9.1%0.000%
8/10/2023Sykon Capital LLC11,000$185K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC31,195$524K0.0%+6.9%0.000%
8/10/2023Sit Investment Associates Inc.210,782$3.54M0.1%+28.4%0.000%
8/9/2023 Kingswood Wealth Advisors LLC29,320$492K0.2%N/A0.000%
8/8/2023Chicago Partners Investment Group LLC75,800$1.33M0.1%-3.0%0.000%
8/4/2023 Envestnet Asset Management Inc.233,819$3.93M0.0%+2.4%0.000%
8/2/2023Bank of Montreal Can15,723$281K0.0%N/A0.000%
8/1/2023 Truist Financial Corp317,964$5.34M0.0%-0.6%0.000%
7/31/2023LPL Financial LLC79,922$1.34M0.0%+69.3%0.000%
7/26/2023 Janney Montgomery Scott LLC66,869$1.12M0.0%-2.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.10,629$178K0.0%N/A0.000%
7/25/2023Raymond James & Associates166,072$2.79M0.0%-18.3%0.000%
7/20/2023Cornerstone Advisory LLC644,457$10.82M1.9%+4.8%0.000%
7/17/2023 Wealthcare Advisory Partners LLC18,372$308K0.0%-6.0%0.000%
5/12/2023Palogic Value Management L.P.10,000$176K0.1%-13.0%0.000%
5/11/2023Guggenheim Capital LLC48,538$856K0.0%+65.6%0.000%
5/9/2023Atlas Wealth LLC273,349$4.82M0.9%+325.1%0.000%
5/5/2023 Truist Financial Corp319,772$5.64M0.0%+6.1%0.000%
5/4/2023 Wealthcare Advisory Partners LLC19,544$345K0.0%+12.2%0.000%
5/4/2023Cornerstone Advisory LLC614,877$10.84M2.0%+21.7%0.000%
5/3/2023Integrated Wealth Concepts LLC143,493$2.53M0.1%+0.7%0.000%
5/1/2023Arete Wealth Advisors LLC15,485$273.00B0.0%N/A0.000%
4/28/2023 Ameritas Advisory Services LLC1,467$26K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC68,360$1.21M0.0%+5.0%0.000%
4/26/2023Chicago Partners Investment Group LLC78,120$1.34M0.1%+1.5%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.33,692$594K0.0%+49.0%0.000%
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4/20/2023 Daymark Wealth Partners LLC17,457$308K0.0%-3.9%0.000%
4/18/2023Claybrook Capital LLC22,795$402K0.2%+8.3%0.000%
4/14/2023Raymond James & Associates203,382$3.59M0.0%-1.8%0.000%
2/14/2023CSS LLC IL35,120$653K0.0%N/A0.000%
2/14/2023Atlas Wealth LLC64,298$1.20M0.3%N/A0.000%
2/13/2023 Wealthcare Advisory Partners LLC17,421$324K0.0%+40.3%0.000%
2/13/2023Integrated Wealth Concepts LLC142,517$2.65M0.1%-2.5%0.000%
2/10/2023City of London Investment Management Co. Ltd.70,808$1.31M0.1%+13.6%0.000%
2/10/2023Sit Investment Associates Inc.139,933$2.60M0.1%+761.7%0.000%
2/9/2023Elequin Securities LLC2,838$53K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPI shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Nuveen Preferred and Income Term Fund. The most heavily invested institutionals were Almitas Capital LLC ($9.76M), Atlas Wealth LLC ($4.82M), Cornerstone Advisory LLC ($3.97M), Sit Investment Associates Inc. ($3.54M), Truist Financial Corp ($3.20M), Wells Fargo & Company MN ($2.67M), and Envestnet Asset Management Inc. ($2.66M).Learn more on JPI's institutional investors.

Which institutional investors have been buying Nuveen Preferred and Income Term Fund stock?

Of the 34 institutional investors that purchased Nuveen Preferred and Income Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($278.02K), International Assets Investment Management LLC ($252.96K), Raymond James Financial Inc. ($213.51K), Atlas Wealth LLC ($209.05K), Cornerstone Advisory LLC ($139.38K), Weiss Asset Management LP ($130.74K), and Kingswood Wealth Advisors LLC ($121.50K).

How much institutional buying is happening at Nuveen Preferred and Income Term Fund?

Institutional investors have bought a total of 1,823,251 shares in the last 24 months. This purchase volume represents approximately $33.69M in transactions.

Which Nuveen Preferred and Income Term Fund major shareholders have been selling company stock?

Of the 22 institutional investors that sold Nuveen Preferred and Income Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($202.28K), Cornerstone Advisory LLC ($141.44K), Weiss Asset Management LP ($64.19K), Raymond James & Associates ($62.40K), Hennion & Walsh Asset Management Inc. ($17.05K), E&G Advisors LP ($11.65K), and Truist Financial Corp ($11.34K).

How much institutional selling is happening at Nuveen Preferred and Income Term Fund?

Institutional investors have sold a total of 558,921 shares in the last 24 months. This volume of shares sold represents approximately $10.90M in transactions.


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This page (NYSE:JPI) was last updated on 5/2/2025 by MarketBeat.com Staff
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