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Get Institutions for : 
Nuveen Preferred & Income Term Fund (JPI)  
$19.19 0.05 (0.26%) as of 4:30 Tue 5/14


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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  : 
1.95 (11.31%)  




 
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 146 - 2023-12-31 471,378 $8,617,000 86,167
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 85 - 2023-12-31 454,664 $8,311,000 68,424
   BB&T CORP 700 - 2023-12-31 421,379 $7,703,000 5,873
   ENVESTNET ASSET MANAGEMENT INC 1738 - 2023-12-31 344,967 $6,306,000 2,394
   Almitas Capital LLC 14 - 2023-12-31 272,766 $4,986,000 161,690
   STIFEL FINANCIAL CORP 1160 - 2023-12-31 246,765 $4,511,000 14,855
   RIVERNORTH CAPITAL MANAGEMENT, INC. 96 - 2023-12-31 228,260 $4,173,000 58,532
   UBS Group AG 2437 - 2023-12-31 168,119 $3,073,000 3,478
   LPL FINANCIAL CORP 2425 - 2024-03-31 114,636 $2,206,000 6,796
   BANK OF AMERICA CORP /DE/ 3738 - 2023-12-31 81,077 $1,482,000 25,313
   CSS LLC/IL 93 - 2023-12-31 54,586 $998,000 42,407
   Advisor Group Holdings Inc. 2383 - 2024-03-31 48,694 $937,000 1,281
   AMERIPRISE FINANCIAL INC 3222 - 2023-12-31 42,136 $770,000 7,565
   Goss Wealth Management LLC 1609 - 2023-12-31 13,418 $249,000 13,221
   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
   COMERICA BANK 2423 - 2023-12-31 6,790 $124,000 550
   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 2508 - 2023-12-31 644 $12,000 233
   FNY Investment Advisers LLC 417 - 2024-03-31 600 $11,000 600
  22 Records found
  1    
  Page 1 of 1
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