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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
   Cornerstone Advisory LLP 16 - 2024-03-31 578,537 $11,131,000 -16,415
   MORGAN STANLEY 3783 - 2023-12-31 293,266 $5,361,000 -70,875
   WELLS FARGO & CO/MN 2140 - 2024-03-31 197,543 $3,801,000 -2,542
   RAYMOND JAMES & ASSOCIATES 2064 - 2024-03-31 118,473 $2,279,000 -12,613
   ROYAL BANK OF CANADA 2713 - 2023-12-31 88,119 $1,611,000 -10,310
   Integrated Wealth Concepts LLC 578 - 2023-12-31 81,230 $1,485,000 -17,425
   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
   WEISS CAPITAL LLC 105 - 2023-12-31 58,598 $1,071,000 -64,185
   GUGGENHEIM CAPITAL LLC 1287 - 2023-12-31 40,643 $743,000 -12,318
   Hennion & Walsh Asset Management Inc. 511 - 2024-03-31 34,436 $663,000 -198
   Rockefeller Capital Management L.P. 1305 - 2023-12-31 31,144 $569,000 -39,406
   FINANCIAL NETWORK 1789 - 2023-12-31 30,245 $553,000 -775
   Steward Partners Investment Advisory LLC 964 - 2023-12-31 29,224 $534,000 -1,358
   Wealthcare Advisory Partners LLC 601 - 2024-03-31 19,614 $377,000 -1,185
   WEDBUSH MORGAN SECURITIES INC 755 - 2023-12-31 16,606 $304,000 -571
   IHT Wealth Management LLC 888 - 2023-12-31 11,528 $211,000 -7,585
   Beacon Capital Management LLC 119 - 2023-12-31 8,006 $137,000 -19
  18 Records found
  1    
  Page 1 of 1
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