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Get Institutions for : 
Nuveen Preferred & Income Term Fund (JPI)  
$19.46 0.11 (0.57%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
 5,200,484  
% of shares held : 
 22.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -198,108  
% of shares held change : 
   -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.85  
Last Quarter's Ending Price : 
 $18.28  
Last Quarter's Average Price : 
 $17.24  
Change from last quarter's     
avg. price to the last closing  : 
2.22 (12.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 119,358
 2.3%
 
Increased Positions :
23
 529,213
 10.18%
 
Unchanged Positions :
18
 252,641
 4.86%
 
Decreased Positions :
19
-310,838
-5.98%
 
Closed Positions :
8
-535,841
-10.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cornerstone Advisory LLP 16 - 2024-03-31 578,537 $11,131,000 -16,415
   SIT INVESTMENT ASSOCIATES INC 117 - 2024-03-31 569,228 $10,952,000 97,850
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 92 - 2024-03-31 437,719 $8,422,000 -16,945
   BB&T CORP 697 - 2024-03-31 424,060 $8,159,000 2,681
   ENVESTNET ASSET MANAGEMENT INC 1793 - 2024-03-31 339,616 $6,534,000 -5,351
   MORGAN STANLEY 3771 - 2024-03-31 281,054 $5,407,000 -12,212
   Almitas Capital LLC 13 - 2024-03-31 272,937 $5,251,000 171
   STIFEL FINANCIAL CORP 1175 - 2024-03-31 246,306 $4,739,000 -459
   RIVERNORTH CAPITAL MANAGEMENT, INC. 91 - 2024-03-31 236,776 $4,556,000 8,516
   JANE STREET GROUP LLC 1527 *New 2024-03-31 199,434 $3,837,000 199,434
   WELLS FARGO & CO/MN 2140 - 2024-03-31 197,543 $3,801,000 -2,542
   COHEN & STEERS INC 176 - 2024-03-31 173,899 $3,346,000 0
   UBS Group AG 2707 - 2024-03-31 140,265 $2,699,000 -27,854
   SageView Advisory Group LLC 94 *New 2024-03-31 117,921 $2,591,000 117,921
   RAYMOND JAMES & ASSOCIATES 2064 - 2024-03-31 118,473 $2,279,000 -12,613
   LPL FINANCIAL CORP 2425 - 2024-03-31 114,636 $2,206,000 6,796
   CSS LLC/IL 42 - 2024-03-31 108,936 $2,096,000 54,350
   ROYAL BANK OF CANADA 2628 - 2024-03-31 88,222 $1,698,000 103
   BANK OF AMERICA CORP /DE/ 3779 - 2024-03-31 78,372 $1,508,000 -2,705
   Chicago Partners Investment Group LLC 252 - 2024-03-31 76,240 $1,441,000 -2,919
   JANNEY MONTGOMERY SCOTT LLC 1370 - 2024-03-31 66,517 $1,280,000 -469
   Integrated Wealth Concepts LLC 666 - 2024-03-31 64,965 $1,250,000 -16,265
   BROOKLYN CAPITAL MANAGEMENT LLC 75 *New 2024-03-31 49,591 $954,000 49,591
   Advisor Group Holdings Inc. 2383 - 2024-03-31 48,694 $937,000 1,281
   Cetera Investment Advisers 2165 - 2024-03-31 45,746 $880,000 30,868
   E&G Advisors LP 86 - 2024-03-31 40,527 $780,000 0
   AMERIPRISE FINANCIAL INC 3231 - 2024-03-31 36,147 $695,000 -5,989
   WESTCHESTER CAPITAL MANAGEMENT, LLC 147 - 2024-03-31 35,640 $686,000 0
   Hennion & Walsh Asset Management Inc. 511 - 2024-03-31 34,436 $663,000 -198
   FINANCIAL NETWORK 1826 - 2024-03-31 30,268 $582,000 23
   KINGSWOOD WEALTH ADVISORS LLC 315 - 2024-03-31 29,320 $564,000 0
   Steward Partners Investment Advisory LLC 1035 - 2024-03-31 27,224 $524,000 -2,000
   GUGGENHEIM CAPITAL LLC 1466 - 2024-03-31 26,226 $505,000 -14,417
   Lido Advisors LLC 834 - 2024-03-31 22,795 $441,000 0
   Claybrook Capital LLC 96 - 2023-09-30 22,795 $391,000 0
   Wealthcare Advisory Partners LLC 601 - 2024-03-31 19,614 $377,000 -1,185
   Goss Wealth Management LLC 1571 - 2024-03-31 17,292 $333,000 3,874
   TRUSTCORE FINANCIAL SERVICES LLC 220 - 2022-12-31 16,563 $308,000 0
   WEDBUSH MORGAN SECURITIES INC 874 - 2024-03-31 15,619 $301,000 -987
   Arete Wealth Advisors LLC 343 - 2024-03-31 15,485 $298,000 0
   MULTIFINANCIAL SECURITIES CORP 1936 *New 2024-03-31 15,478 $298,000 15,478
   UMA Financial Services Inc. 126 - 2024-03-31 15,539 $294,000 0
   Yakira Capital Management Inc. 106 *New 2024-03-31 14,251 $274,000 14,251
   RMB CAPITAL MANAGEMENT LLC 510 - 2024-03-31 13,659 $263,000 0
   DAYMARK WEALTH PARTNERS LLC 377 - 2024-03-31 12,948 $249,000 0
   Private Advisor Group LLC 2006 - 2024-03-31 12,033 $232,000 18
   KESTRA PRIVATE WEALTH SERVICES LLC 1131 - 2024-03-31 11,432 $220,000 29
   IHT Wealth Management LLC 910 - 2024-03-31 11,336 $218,000 -192
   DEUTSCHE BANK AG 2744 *New 2024-03-31 10,152 $195,000 10,152
   Concord Wealth Partners 213 - 2024-03-31 9,527 $183,000 98
   Beacon Capital Management LLC 126 - 2024-03-31 8,004 $154,000 -2
   COMERICA BANK 2450 - 2024-03-31 6,790 $131,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 298 *New 2024-03-31 3,800 $73,000 3,800
   HOLLENCREST SECURITIES LLC 432 - 2024-03-31 3,540 $68,000 0
   Geneos Wealth Management Inc. 1050 - 2024-03-31 2,713 $52,000 0
   HARBOR INVESTMENT ADVISORY LLC 592 - 2024-03-31 2,500 $48,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 831 - 2024-03-31 2,114 $41,000 0
   HARBOUR INVESTMENTS INC. 1585 - 2023-12-31 2,017 $37,000 8
   PRINCIPAL SECURITIES INC. 1824 - 2024-03-31 1,430 $28,000 0
   HANSON MCCLAIN, INC. 1686 - 2024-03-31 1,192 $23,000 19
   AdvisorNet Financial Inc 1075 - 2024-03-31 999 $19,000 0
   Hobbs Group Advisors LLC 291 - 2023-12-31 1,000 $18,000 0
   TCTC HOLDINGS, LLC 408 - 2024-03-31 800 $15,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2511 - 2024-03-31 647 $12,000 3
   ICA Group Wealth Management LLC 851 - 2024-03-31 630 $12,000 0
   FNY Investment Advisers LLC 417 - 2024-03-31 600 $11,000 600
   Sunbelt Securities Inc. 1325 - 2024-03-31 300 $6,000 0
   Householder Group Estate & Retirement Specialist L 939 - 2024-03-31 250 $5,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1920 - 2024-03-31 200 $4,000 0
   SALEM INVESTMENT COUNSELORS INC 978 - 2024-03-31 150 $3,000 0
   PROEQUITIES INC. 2606 - 2024-03-31 0 $0 0
   Rockefeller Capital Management L.P. 1675 *Closed 2024-03-31 0 $0 -31,144
   ADVISORY SERVICES NETWORK, LLC 2124 *Closed 2024-03-31 0 $0 -181
   J P MORGAN CHASE & CO 5631 *Closed 2024-03-31 0 $0 -11,813
   WEISS CAPITAL LLC 287 *Closed 2024-03-31 0 $0 -58,598
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5715 *Closed 2024-03-31 0 $0 -18,284
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 765 *Closed 2024-03-31 0 $0 -24,679
   TOWER RESEARCH CAPITAL LLC 5759 *Closed 2024-03-31 0 $0 -1
   FMR LLC 5500 - 2024-03-31 3 $0 3
   Rocky Mountain Advisers LLC 306 *Closed 2024-03-31 0 $0 -5,500
   GILL CAPITAL PARTNERS LLC 127 *Closed 2024-03-31 0 $0 -11,435
   US BANCORP 4067 *Closed 2024-03-31 0 $0 -15
   Truvestments Capital LLC 750 *Closed 2024-03-31 0 $0 -2,500
  83 Records found
  1    
  Page 1 of 1
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