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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

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$18.83
+0.01 (+0.05%)
(As of 04/26/2024 08:52 PM ET)
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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)
22
Total
Institutional Inflows
(last 12 months)
$17.13M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.36M
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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
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%
2/13/2024Cornerstone 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%
2/6/2024 Wealthcare Advisory Partners LLC20,799$380K0.0%+9.7%0.000%
2/2/2024Truist Financial Corp421,379$7.70M0.0%+1.4%0.000%
1/25/2024 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%
1/16/2024 Raymond 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%
8/8/2023 Chicago 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%
7/25/2023 Raymond James Financial Services Advisors Inc.10,629$178K0.0%N/A0.000%
7/25/2023 Raymond 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%
5/5/2023Truist 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%
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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%
4/28/2023Janney Montgomery Scott LLC68,360$1.21M0.0%+5.0%0.000%
4/26/2023 Chicago 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%
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%
4/14/2023 Raymond 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%
2/9/2023 Chicago Partners Investment Group LLC76,989$1.56M0.1%-8.8%0.000%
2/8/2023 Raymond James & Associates207,113$3.85M0.0%+3.9%0.000%
2/8/2023UBS Group AG199,785$3.71M0.0%-12.5%0.000%
2/7/2023Commonwealth Equity Services LLC23,301$432K0.0%-15.4%0.000%
2/7/2023LPL Financial LLC41,762$776K0.0%+12.6%0.000%
2/7/2023Hollencrest Capital Management3,540$66K0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.230,457$4.28M0.0%+52.7%0.000%
2/1/2023Janney Montgomery Scott LLC65,097$1.21M0.0%-4.8%0.000%
2/1/2023Kestra Private Wealth Services LLC11,637$216K0.0%-7.5%0.000%
1/31/2023Wedbush Securities Inc.24,158$449K0.0%-11.3%0.000%
1/30/2023Concord Wealth Partners8,796$163K0.0%N/A0.000%
1/25/2023 Daymark Wealth Partners LLC18,157$337K0.1%N/A0.000%
1/24/2023Claybrook Capital LLC21,050$391K0.2%+12.5%0.000%
1/13/2023 E&G Advisors LP45,689$849K0.3%-5.6%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.22,619$420K0.0%N/A0.000%
11/22/2022IHT Wealth Management LLC63,459$1.17M0.1%+3.9%0.000%
11/10/2022Envestnet Asset Management Inc.150,969$2.78M0.0%+1.9%0.000%
11/10/2022City of London Investment Management Co. Ltd.62,340$1.15M0.1%-50.4%0.000%
11/10/2022UBS Group AG228,453$4.21M0.0%+3.9%0.000%
11/7/2022Arete Wealth Advisors LLC13,842$255K0.0%N/A0.000%
11/3/2022Trustcore Financial Services LLC16,563$305K0.0%-9.9%0.000%
10/26/2022Truist Financial Corp191,229$3.52M0.0%+2.7%0.000%
10/26/2022Cornerstone Advisory LLC432,129$7.96M1.8%+0.1%0.000%
10/25/2022 Raymond James & Associates199,432$3.67M0.0%-2.8%0.000%
10/21/2022 Selective Wealth Management Inc.1,412$26K0.0%N/A0.000%
10/18/2022Wedbush Securities Inc.27,250$502K0.0%-5.5%0.000%
10/14/2022Private Advisor Group LLC12,579$232K0.0%-5.6%0.000%
10/11/2022 E&G Advisors LP48,389$891K0.3%-1.8%0.000%
8/16/2022RMB Capital Management LLC18,444$354K0.0%-42.5%0.000%
8/15/2022Kestra Private Wealth Services LLC11,539$222K0.0%-11.0%0.000%
8/11/2022 Wagner Wealth Management LLC2,466$47K0.0%N/A0.000%
8/11/2022UBS Group AG219,940$4.23M0.0%+33.9%0.000%
8/8/2022Integrated Wealth Concepts LLC134,966$2.59M0.1%+0.6%0.000%
8/5/2022Landscape Capital Management L.L.C.11,213$215K0.0%-33.6%0.000%
8/4/2022Steward Partners Investment Advisory LLC34,542$664K0.0%-3.4%0.000%
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8/3/2022Envestnet Asset Management Inc.148,123$2.85M0.0%-0.4%0.000%
8/3/2022Janney Montgomery Scott LLC68,304$1.30M0.0%+4.6%0.000%
8/2/2022Cornerstone Advisory LLC431,555$8.29M1.9%-6.2%0.000%
8/2/2022 UMA Financial Services Inc.15,539$325K0.1%-36.6%0.000%
8/1/2022RMB Capital Management LLC18,444$354K0.0%-42.5%0.000%
7/22/2022Truist Financial Corp186,130$3.58M0.0%-4.5%0.000%
7/21/2022Wedbush Securities Inc.28,830$554K0.0%+8.5%0.000%
7/19/2022Commonwealth Equity Services LLC39,058$750K0.0%+5.3%0.000%
7/18/2022Claybrook Capital LLC18,705$359K0.2%N/A0.000%
7/13/2022Private Advisor Group LLC13,329$256K0.0%-17.8%0.000%
(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, 53 institutional investors and hedge funds held shares of Nuveen Preferred and Income Term Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($273.00B), Cornerstone Advisory LLC ($10.88M), Truist Financial Corp ($7.70M), Atlas Wealth LLC ($4.82M), Stifel Financial Corp ($4.51M), Envestnet Asset Management Inc. ($3.93M), and Cohen & Steers Inc. ($3.82M).Learn more on JPI's institutional investors.

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

Of the 43 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: Atlas Wealth LLC ($273.35K), International Assets Investment Management LLC ($175.15K), Sit Investment Associates Inc. ($170.27K), Cornerstone Advisory LLC ($143.96K), Weiss Asset Management LP ($130.74K), Raymond James & Associates ($100.82K), and Envestnet Asset Management Inc. ($87.79K).

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

Institutional investors have bought a total of 1,641,916 shares in the last 24 months. This purchase volume represents approximately $29.92M in transactions.

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

Of the 28 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: Sit Investment Associates Inc. ($212.25K), Cornerstone Advisory LLC ($75.42K), Raymond James & Associates ($69.63K), Weiss Asset Management LP ($64.19K), City of London Investment Management Co. Ltd. ($63.43K), Arete Wealth Advisors LLC ($36.72K), and UBS Group AG ($28.67K).

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

Institutional investors have sold a total of 677,241 shares in the last 24 months. This volume of shares sold represents approximately $13.42M in transactions.


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This page (NYSE:JPI) was last updated on 4/29/2024 by MarketBeat.com Staff

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