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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
   COHEN & STEERS INC 178 - 2023-12-31 173,899 $3,179,000 0
   E&G Advisors LP 86 - 2024-03-31 40,527 $780,000 0
   KINGSWOOD WEALTH ADVISORS LLC 315 - 2024-03-31 29,320 $564,000 0
   Claybrook Capital LLC 96 - 2023-09-30 22,795 $391,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 220 - 2022-12-31 16,563 $308,000 0
   UMA Financial Services Inc. 126 - 2024-03-31 15,539 $294,000 0
   Arete Wealth Advisors LLC 573 - 2023-12-31 15,485 $283,000 0
   RMB CAPITAL MANAGEMENT LLC 465 - 2023-12-31 13,659 $250,000 0
   DAYMARK WEALTH PARTNERS LLC 377 - 2024-03-31 12,948 $249,000 0
   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
   PRINCIPAL SECURITIES INC. 1824 - 2024-03-31 1,430 $28,000 0
   AdvisorNet Financial Inc 1075 - 2024-03-31 999 $19,000 0
   TCTC HOLDINGS, LLC 408 - 2024-03-31 800 $15,000 0
   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
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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