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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

$20.32 -0.02 (-0.07%)
Closing price 05/22/2025 03:56 PM Eastern
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$20.34 +0.02 (+0.10%)
As of 05/22/2025 04:04 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)
24
Total
Institutional Inflows
(last 12 months)
$20.42M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.66M
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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
5/19/2025 Smith Asset Management Co. LLC247,567$4.87M4.6%N/A0.000%
5/16/2025 Everstar Asset Management LLC26,605$523K0.1%-27.4%0.000%
5/16/2025 Curi RMB Capital LLC11,114$220K0.0%N/A0.000%
5/13/2025 Elequin Capital LP3,031$60K0.0%+23.5%0.000%
5/13/2025 Sit Investment Associates Inc.8,375$165K0.0%N/A0.000%
5/12/2025 Wolverine Asset Management LLC3,255$64K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC81,143$1.64M0.1%-1.2%0.000%
5/9/2025 Shaker Financial Services LLC34,732$689K0.3%+133.5%0.000%
5/7/2025 Richards Merrill & Peterson Inc.3,740$74K0.0%-47.6%0.000%
5/7/2025 LPL Financial LLC100,883$1.98M0.0%-1.1%0.000%
5/7/2025 Cornerstone Advisory LLC104,142$2.12M0.2%-46.8%0.000%
5/6/2025 Cetera Investment Advisers28,965$570K0.0%+29.5%0.000%
5/6/2025 Wedbush Securities Inc.15,000$295K0.0%-3.3%0.000%
5/1/2025 Diversify 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%
2/18/2025 Cornerstone Advisory LLC195,819$3.97M0.5%-32.5%0.000%
2/18/2025 Elequin Capital LP2,454$48K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers22,360$438K0.0%+9.5%0.000%
2/17/2025 Bank of America Corp DE52,729$1.03M0.0%+55.8%0.000%
2/17/2025 Ameriprise Financial Inc.42,957$842K0.0%-10.8%0.000%
2/14/2025 IHT Wealth Management LLC13,694$268K0.0%+32.7%0.000%
2/14/2025 Stifel Financial Corp43,880$860K0.0%-4.1%0.000%
2/14/2025 Shaker Financial Services LLC14,873$292K0.1%N/A0.000%
2/13/2025 Raymond 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%
2/13/2025 Wedbush Securities Inc.15,509$304K0.0%-4.5%0.000%
2/13/2025 Wells Fargo & Company MN136,348$2.67M0.0%-5.6%0.000%
2/12/2025 Everstar Asset Management LLC36,641$718K0.5%-8.3%0.000%
2/11/2025 LPL Financial LLC102,047$2M0.0%+3.2%0.000%
2/7/2025 Sequoia Financial Advisors LLC10,628$208K0.0%N/A0.000%
2/6/2025 Raymond 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%
1/24/2025 Chicago 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%
1/16/2025 Diversify Wealth Management LLC16,153$319K0.0%N/A0.000%
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1/15/2025 Wealthcare Advisory Partners LLC16,777$329K0.0%+3.6%0.000%
11/15/2024 Stifel Financial Corp45,735$952K0.0%-81.4%0.000%
10/29/2024 Chicago 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%
8/16/2024 Almitas 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%
8/7/2024 Wedbush 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%
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%
5/9/2024 SageView Advisory Group LLC117,921$2.27M0.1%N/A0.000%
4/24/2024 Blue 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%
2/23/2024 Chicago Partners Investment Group LLC79,159$1.47M0.1%+7.3%0.000%
2/13/2024 Cornerstone Advisory LLC594,952$10.88M1.7%-7.3%0.000%
2/12/2024 Weiss Asset Management LP58,598$1.07M0.1%-52.3%0.000%
2/12/2024 Stifel Financial Corp246,765$4.51M0.0%+6.4%0.000%
2/12/2024 Steward 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%
8/14/2023 CSS LLC IL12,112$203K0.0%-7.6%0.000%
8/11/2023 Almitas Capital LLC49,056$865K0.4%N/A0.000%
8/11/2023 Weiss Asset Management LP130,738$2.20M0.2%N/A0.000%
8/11/2023 Guggenheim Capital LLC52,950$889K0.0%+9.1%0.000%
8/10/2023 Sykon Capital LLC11,000$185K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC31,195$524K0.0%+6.9%0.000%
8/10/2023 Sit 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%
8/8/2023 Chicago 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%
8/2/2023 Bank of Montreal Can15,723$281K0.0%N/A0.000%
8/1/2023 Truist Financial Corp317,964$5.34M0.0%-0.6%0.000%
7/31/2023 LPL 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%
7/20/2023 Cornerstone Advisory LLC644,457$10.82M1.9%+4.8%0.000%
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7/17/2023 Wealthcare Advisory Partners LLC18,372$308K0.0%-6.0%0.000%
5/12/2023 Palogic Value Management L.P.10,000$176K0.1%-13.0%0.000%
5/11/2023 Guggenheim Capital LLC48,538$856K0.0%+65.6%0.000%
5/9/2023 Atlas 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%
5/4/2023 Cornerstone Advisory LLC614,877$10.84M2.0%+21.7%0.000%
5/3/2023 Integrated Wealth Concepts LLC143,493$2.53M0.1%+0.7%0.000%
5/1/2023 Arete Wealth Advisors LLC15,485$273.00B0.0%N/A0.000%
4/28/2023 Ameritas Advisory Services LLC1,467$26K0.0%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, 47 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), Smith Asset Management Co. LLC ($4.87M), Truist Financial Corp ($3.20M), Wells Fargo & Company MN ($2.67M), Envestnet Asset Management Inc. ($2.66M), SageView Advisory Group LLC ($2.27M), and Raymond James & Associates ($2.26M).Learn more on JPI's institutional investors.

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

Of the 35 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), Smith Asset Management Co. LLC ($247.57K), Raymond James Financial Inc. ($213.51K), Weiss Asset Management LP ($130.74K), Kingswood Wealth Advisors LLC ($121.50K), and SageView Advisory Group LLC ($117.92K).

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

Institutional investors have bought a total of 1,761,020 shares in the last 24 months. This purchase volume represents approximately $33.21M in transactions.

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

Of the 23 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: Cornerstone Advisory LLC ($233.11K), Stifel Financial Corp ($202.28K), Weiss Asset Management LP ($64.19K), Raymond James & Associates ($62.40K), Hennion & Walsh Asset Management Inc. ($17.05K), Everstar Asset Management LLC ($13.34K), and E&G Advisors LP ($11.65K).

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

Institutional investors have sold a total of 665,212 shares in the last 24 months. This volume of shares sold represents approximately $13.00M in transactions.


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This page (NYSE:JPI) was last updated on 5/23/2025 by MarketBeat.com Staff
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