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Get Institutions for : 
Nuveen Preferred & Income Term Fund (JPI)  
$19.27 0.07 (0.36%) as of 4:30 Fri 5/24


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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  : 
2.03 (11.77%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SIT INVESTMENT ASSOCIATES INC 117 - 2024-03-31 569,228 $10,952,000 97,850
   BB&T CORP 697 - 2024-03-31 424,060 $8,159,000 2,681
   Almitas Capital LLC 13 - 2024-03-31 272,937 $5,251,000 171
   RIVERNORTH CAPITAL MANAGEMENT, INC. 91 - 2024-03-31 236,776 $4,556,000 8,516
   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
   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
   FINANCIAL NETWORK 1826 - 2024-03-31 30,268 $582,000 23
   Goss Wealth Management LLC 1571 - 2024-03-31 17,292 $333,000 3,874
   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
   Concord Wealth Partners 213 - 2024-03-31 9,527 $183,000 98
   HARBOUR INVESTMENTS INC. 1585 - 2023-12-31 2,017 $37,000 8
   HANSON MCCLAIN, INC. 1686 - 2024-03-31 1,192 $23,000 19
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2511 - 2024-03-31 647 $12,000 3
   FNY Investment Advisers LLC 417 - 2024-03-31 600 $11,000 600
   FMR LLC 5500 - 2024-03-31 3 $0 3

  19 Records found
  1    
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