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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

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$19.25
+0.01 (+0.05%)
(As of 05/17/2024 06:40 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)
20
Total
Institutional Inflows
(last 12 months)
$12.78M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.34M
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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
5/9/2024 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%
1/16/2024 Raymond 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%
8/10/2023 Cetera 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%
7/25/2023 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%
7/20/2023 Cornerstone Advisory LLC644,457$10.82M1.9%+4.8%0.000%
7/17/2023 Wealthcare Advisory Partners LLC18,372$308K0.0%-6.0%0.000%
5/12/2023 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%
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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%
4/28/2023 Janney 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%
2/14/2023 CSS LLC IL35,120$653K0.0%N/A0.000%
2/14/2023 Atlas Wealth LLC64,298$1.20M0.3%N/A0.000%
2/13/2023 Wealthcare Advisory Partners LLC17,421$324K0.0%+40.3%0.000%
2/13/2023 Integrated Wealth Concepts LLC142,517$2.65M0.1%-2.5%0.000%
2/10/2023 City of London Investment Management Co. Ltd.70,808$1.31M0.1%+13.6%0.000%
2/10/2023 Sit Investment Associates Inc.139,933$2.60M0.1%+761.7%0.000%
2/9/2023 Elequin 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%
2/8/2023 UBS Group AG199,785$3.71M0.0%-12.5%0.000%
2/7/2023Commonwealth Equity Services LLC23,301$432K0.0%-15.4%0.000%
2/7/2023 LPL Financial LLC41,762$776K0.0%+12.6%0.000%
2/7/2023 Hollencrest Capital Management3,540$66K0.0%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.230,457$4.28M0.0%+52.7%0.000%
2/1/2023 Janney Montgomery Scott LLC65,097$1.21M0.0%-4.8%0.000%
2/1/2023 Kestra Private Wealth Services LLC11,637$216K0.0%-7.5%0.000%
1/31/2023 Wedbush 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%
11/22/2022 IHT Wealth Management LLC63,459$1.17M0.1%+3.9%0.000%
11/10/2022 Envestnet Asset Management Inc.150,969$2.78M0.0%+1.9%0.000%
11/10/2022 City of London Investment Management Co. Ltd.62,340$1.15M0.1%-50.4%0.000%
11/10/2022 UBS Group AG228,453$4.21M0.0%+3.9%0.000%
11/7/2022 Arete Wealth Advisors LLC13,842$255K0.0%N/A0.000%
11/3/2022Trustcore Financial Services LLC16,563$305K0.0%-9.9%0.000%
10/26/2022 Truist Financial Corp191,229$3.52M0.0%+2.7%0.000%
10/26/2022 Cornerstone 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%
10/18/2022 Wedbush Securities Inc.27,250$502K0.0%-5.5%0.000%
10/14/2022 Private Advisor Group LLC12,579$232K0.0%-5.6%0.000%
10/11/2022 E&G Advisors LP48,389$891K0.3%-1.8%0.000%
8/16/2022 RMB Capital Management LLC18,444$354K0.0%-42.5%0.000%
8/15/2022 Kestra Private Wealth Services LLC11,539$222K0.0%-11.0%0.000%
8/11/2022 Wagner Wealth Management LLC2,466$47K0.0%N/A0.000%
8/11/2022 UBS Group AG219,940$4.23M0.0%+33.9%0.000%
8/8/2022 Integrated Wealth Concepts LLC134,966$2.59M0.1%+0.6%0.000%
8/5/2022 Landscape Capital Management L.L.C.11,213$215K0.0%-33.6%0.000%
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8/4/2022 Steward Partners Investment Advisory LLC34,542$664K0.0%-3.4%0.000%
8/3/2022 Envestnet Asset Management Inc.148,123$2.85M0.0%-0.4%0.000%
8/3/2022 Janney Montgomery Scott LLC68,304$1.30M0.0%+4.6%0.000%
8/2/2022 Cornerstone 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%
8/1/2022 RMB Capital Management LLC18,444$354K0.0%-42.5%0.000%
7/22/2022 Truist Financial Corp186,130$3.58M0.0%-4.5%0.000%
7/21/2022 Wedbush 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%
(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, 50 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 UBS Group AG ($3.71M).Learn more on JPI's institutional investors.

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

Of the 41 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), SageView Advisory Group LLC ($117.92K), 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 1,636,619 shares in the last 24 months. This purchase volume represents approximately $29.48M in transactions.

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

Of the 24 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 ($75.42K), Raymond James & Associates ($69.63K), Weiss Asset Management LP ($64.19K), City of London Investment Management Co. Ltd. ($63.43K), UBS Group AG ($28.67K), RMB Capital Management LLC ($27.26K), and Chicago Partners Investment Group LLC ($17.26K).

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

Institutional investors have sold a total of 415,280 shares in the last 24 months. This volume of shares sold represents approximately $7.66M in transactions.


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This page (NYSE:JPI) was last updated on 5/20/2024 by MarketBeat.com Staff

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