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Get Institutions for : 
Nuveen Preferred & Income Term Fund (JPI)  
$19.24 0.06 (0.31%) as of 4:30 Mon 5/13


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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  : 
2.00 (11.6%)  




 
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
   SageView Advisory Group LLC 94 *New 2024-03-31 117,921 $2,591,000 117,921
   BROOKLYN CAPITAL MANAGEMENT LLC 75 *New 2024-03-31 49,591 $954,000 49,591
   WESTCHESTER CAPITAL MANAGEMENT, LLC 172 *New 2023-12-31 35,640 $651,000 35,640
   Lido Advisors LLC 814 *New 2023-12-31 22,795 $417,000 22,795
   Cetera Investment Advisers 1828 *New 2023-12-31 14,878 $272,000 14,878
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 298 *New 2024-03-31 3,800 $73,000 3,800
   Truvestments Capital LLC 333 *New 2023-12-31 2,500 $46,000 2,500
   ICA Group Wealth Management LLC 834 *New 2023-12-31 630 $12,000 630
   TOWER RESEARCH CAPITAL LLC 5711 *New 2023-12-31 1 $0 1

  9 Records found
  1    
  Page 1 of 1
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