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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

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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)
23
Total
Institutional Inflows
(last 12 months)
$20.13M
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
5/19/2025Smith Asset Management Co. LLC247,567$4.87M4.6%N/A0.000%
5/16/2025Everstar Asset Management LLC26,605$523K0.1%-27.4%0.000%
5/16/2025Curi RMB Capital LLC11,114$220K0.0%N/A0.000%
5/13/2025Elequin Capital LP3,031$60K0.0%+23.5%0.000%
5/13/2025Sit Investment Associates Inc.8,375$165K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC3,255$64K0.0%N/A0.000%
5/9/2025Chicago Partners Investment Group LLC81,143$1.64M0.1%-1.2%0.000%
5/9/2025Shaker Financial Services LLC34,732$689K0.3%+133.5%0.000%
5/7/2025Richards Merrill & Peterson Inc.3,740$74K0.0%-47.6%0.000%
5/7/2025LPL Financial LLC100,883$1.98M0.0%-1.1%0.000%
5/7/2025Cornerstone Advisory LLC104,142$2.12M0.2%-46.8%0.000%
5/6/2025Cetera Investment Advisers28,965$570K0.0%+29.5%0.000%
5/6/2025Wedbush Securities Inc.15,000$295K0.0%-3.3%0.000%
5/1/2025Diversify Wealth Management LLC14,755$292K0.0%-8.7%0.000%
4/29/2025Envestnet Asset Management Inc.135,421$2.66M0.0%+1.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.15,227$300K0.0%-6.4%0.000%
4/21/2025Kingswood Wealth Advisors LLC89,880$1.77M0.1%+87.1%0.000%
4/16/2025Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
4/15/2025Wealthcare 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%
2/13/2025Envestnet 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%
2/7/2025Sequoia Financial Advisors LLC10,628$208K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.106,754$2.09M0.0%N/A0.000%
1/31/2025Truist Financial Corp163,193$3.20M0.0%-5.5%0.000%
1/24/2025E&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%
1/22/2025Kingswood Wealth Advisors LLC48,040$942K0.1%+77.8%0.000%
1/16/2025Diversify Wealth Management LLC16,153$319K0.0%N/A0.000%
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1/15/2025Wealthcare 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%
10/23/2024Hennion & Walsh Asset Management Inc.17,352$361K0.0%-49.6%0.000%
10/22/2024International Assets Investment Management LLC77,809$1.62M0.0%+1,982.1%0.000%
10/8/2024Daymark Wealth Partners LLC11,391$237K0.0%-12.0%0.000%
9/5/2024Sanctuary Advisors LLC38,087$717K0.0%N/A0.000%
8/21/2024Truist Financial Corp433,679$8.44M0.0%+2.3%0.000%
8/16/2024Almitas Capital LLC501,903$9.76M4.1%+83.9%0.000%
8/8/2024Envestnet 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%
7/30/2024International Assets Investment Management LLC3,737$73K0.0%N/A0.000%
7/19/2024Raymond James & Associates116,334$2.26M0.0%-1.8%0.000%
7/19/2024E&G Advisors LP38,227$744K0.2%-5.7%0.000%
7/12/2024Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
7/9/2024Kingswood 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%
4/15/2024Wealthcare 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%
2/7/2024Principal Securities Inc.1,430$26K0.0%N/A0.000%
2/6/2024Wealthcare Advisory Partners LLC20,799$380K0.0%+9.7%0.000%
2/2/2024Truist Financial Corp421,379$7.70M0.0%+1.4%0.000%
1/25/2024E&G Advisors LP40,527$741K0.3%-9.9%0.000%
1/25/2024International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/24/2024International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/16/2024Kingswood 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%
8/9/2023Kingswood Wealth Advisors LLC29,320$492K0.2%N/A0.000%
8/8/2023Chicago Partners Investment Group LLC75,800$1.33M0.1%-3.0%0.000%
8/4/2023Envestnet Asset Management Inc.233,819$3.93M0.0%+2.4%0.000%
8/2/2023Bank of Montreal Can15,723$281K0.0%N/A0.000%
8/1/2023Truist Financial Corp317,964$5.34M0.0%-0.6%0.000%
7/31/2023LPL Financial LLC79,922$1.34M0.0%+69.3%0.000%
7/26/2023Janney 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%
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7/17/2023Wealthcare 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%
5/5/2023Truist Financial Corp319,772$5.64M0.0%+6.1%0.000%
5/4/2023Wealthcare 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%
4/28/2023Ameritas 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 Nuveen Preferred and Income Term Fund's institutional investors.

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

Of the 35 institutional investors that purchased Nuveen Preferred and Income Term Fund's 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 1,022,754 shares in the last 24 months. This purchase volume represents approximately $20.13M in transactions.

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

Of the 19 institutional investors that sold Nuveen Preferred and Income Term Fund's 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 ($186.12K), Hennion & Walsh Asset Management Inc. ($17.05K), Everstar Asset Management LLC ($13.34K), Envestnet Asset Management Inc. ($10.91K), Truist Financial Corp ($9.53K), and Wells Fargo & Company MN ($8.08K).

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

Institutional investors have sold a total of 478,992 shares in the last 24 months. This volume of shares sold represents approximately $9.66M in transactions.


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This page (NYSE:JPI) was last updated on 7/3/2025 by MarketBeat.com Staff
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