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Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

$20.43 +0.06 (+0.29%)
Closing price 08/8/2025 03:58 PM Eastern
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$20.43 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Preferred and Income Term Fund (NYSE:JPI)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$29.88M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.70M
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JPI Institutional Buying and Selling by Quarter

Nuveen Preferred and Income Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers29,644$617K0.0%+2.3%0.000%
8/1/2025 Envestnet Asset Management Inc.129,067$2.69M0.0%-4.7%0.000%
7/30/2025 Cornerstone Advisory LLC74,595$1.55M0.2%-28.4%0.000%
7/29/2025 Chicago Partners Investment Group LLC82,150$1.67M0.0%+1.2%0.000%
7/28/2025 Harbour Investments Inc.3,833$80K0.0%+65.3%0.000%
7/25/2025 Concord Asset Management LLC VA10,605$221K0.0%N/A0.000%
7/25/2025 Sequoia Financial Advisors LLC10,566$220K0.0%N/A0.000%
7/25/2025 MGO One Seven LLC376,929$7.84M0.3%N/A0.000%
7/23/2025 Kingswood Wealth Advisors LLC22,185$461K0.0%-75.3%0.000%
7/18/2025 Truist Financial Corp217,961$4.53M0.0%+42.2%0.000%
7/17/2025 Wagner Wealth Management LLC9,727$202K0.0%N/A0.000%
7/14/2025 E&G Advisors LP31,677$659K0.2%-3.1%0.000%
7/11/2025 Silver Oak Securities Incorporated11,196$233K0.0%N/A0.000%
5/19/2025Smith Asset Management Co. LLC247,567$4.87M4.6%N/A0.000%
5/16/2025Everstar Asset Management LLC26,605$523K0.1%-27.4%0.000%
5/16/2025Curi RMB Capital LLC11,114$220K0.0%N/A0.000%
5/13/2025Elequin Capital LP3,031$60K0.0%+23.5%0.000%
5/13/2025Sit Investment Associates Inc.8,375$165K0.0%N/A0.000%
5/12/2025 Wolverine Asset Management LLC3,255$64K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC81,143$1.64M0.1%-1.2%0.000%
5/9/2025 Shaker Financial Services LLC34,732$689K0.3%+133.5%0.000%
5/7/2025 Richards Merrill & Peterson Inc.3,740$74K0.0%-47.6%0.000%
5/7/2025LPL Financial LLC100,883$1.98M0.0%-1.1%0.000%
5/7/2025 Cornerstone Advisory LLC104,142$2.12M0.2%-46.8%0.000%
5/6/2025 Cetera Investment Advisers28,965$570K0.0%+29.5%0.000%
5/6/2025 Wedbush Securities Inc.15,000$295K0.0%-3.3%0.000%
5/1/2025Diversify Wealth Management LLC14,755$292K0.0%-8.7%0.000%
4/29/2025 Envestnet Asset Management Inc.135,421$2.66M0.0%+1.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.15,227$300K0.0%-6.4%0.000%
4/21/2025 Kingswood Wealth Advisors LLC89,880$1.77M0.1%+87.1%0.000%
4/16/2025 Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
4/15/2025 Wealthcare Advisory Partners LLC15,660$308K0.0%-6.7%0.000%
2/18/2025 Cornerstone Advisory LLC195,819$3.97M0.5%-32.5%0.000%
2/18/2025Elequin Capital LP2,454$48K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers22,360$438K0.0%+9.5%0.000%
2/17/2025Bank of America Corp DE52,729$1.03M0.0%+55.8%0.000%
2/17/2025Ameriprise Financial Inc.42,957$842K0.0%-10.8%0.000%
2/14/2025IHT Wealth Management LLC13,694$268K0.0%+32.7%0.000%
2/14/2025Stifel Financial Corp43,880$860K0.0%-4.1%0.000%
2/14/2025 Shaker Financial Services LLC14,873$292K0.1%N/A0.000%
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2/13/2025Raymond James Financial Inc.106,754$2.09M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.133,314$2.61M0.0%-7.6%0.000%
2/13/2025 Wedbush Securities Inc.15,509$304K0.0%-4.5%0.000%
2/13/2025Wells Fargo & Company MN136,348$2.67M0.0%-5.6%0.000%
2/12/2025Everstar Asset Management LLC36,641$718K0.5%-8.3%0.000%
2/11/2025LPL Financial LLC102,047$2M0.0%+3.2%0.000%
2/7/2025 Sequoia Financial Advisors LLC10,628$208K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.106,754$2.09M0.0%N/A0.000%
1/31/2025 Truist Financial Corp163,193$3.20M0.0%-5.5%0.000%
1/24/2025 E&G Advisors LP32,977$646K0.2%-12.9%0.000%
1/24/2025 Chicago Partners Investment Group LLC82,148$1.62M0.1%-3.4%0.000%
1/22/2025 Kingswood Wealth Advisors LLC48,040$942K0.1%+77.8%0.000%
1/16/2025Diversify Wealth Management LLC16,153$319K0.0%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC16,777$329K0.0%+3.6%0.000%
11/15/2024Stifel Financial Corp45,735$952K0.0%-81.4%0.000%
10/29/2024 Chicago Partners Investment Group LLC85,062$1.80M0.1%+7.1%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.17,352$361K0.0%-49.6%0.000%
10/22/2024 International Assets Investment Management LLC77,809$1.62M0.0%+1,982.1%0.000%
10/8/2024 Daymark Wealth Partners LLC11,391$237K0.0%-12.0%0.000%
9/5/2024Sanctuary Advisors LLC38,087$717K0.0%N/A0.000%
8/21/2024 Truist Financial Corp433,679$8.44M0.0%+2.3%0.000%
8/16/2024Almitas Capital LLC501,903$9.76M4.1%+83.9%0.000%
8/8/2024 Envestnet Asset Management Inc.348,709$6.78M0.0%+2.7%0.000%
8/7/2024 Wedbush Securities Inc.17,274$336K0.0%+10.6%0.000%
7/30/2024 International Assets Investment Management LLC3,737$73K0.0%N/A0.000%
7/19/2024Raymond James & Associates116,334$2.26M0.0%-1.8%0.000%
7/19/2024 E&G Advisors LP38,227$744K0.2%-5.7%0.000%
7/12/2024 Opal Wealth Advisors LLC2,000$39K0.0%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC27,020$526K0.0%-7.8%0.000%
5/24/2024Cetera Advisors LLC15,478$298K0.0%N/A0.000%
5/9/2024SageView Advisory Group LLC117,921$2.27M0.1%N/A0.000%
4/24/2024Blue Bell Private Wealth Management LLC3,800$73K0.0%N/A0.000%
4/15/2024 Wealthcare Advisory Partners LLC19,614$377K0.0%-5.7%0.000%
2/23/2024 Chicago Partners Investment Group LLC79,159$1.47M0.1%+7.3%0.000%
2/13/2024 Cornerstone Advisory LLC594,952$10.88M1.7%-7.3%0.000%
2/12/2024Weiss Asset Management LP58,598$1.07M0.1%-52.3%0.000%
2/12/2024Stifel Financial Corp246,765$4.51M0.0%+6.4%0.000%
2/12/2024Steward Partners Investment Advisory LLC29,224$534K0.0%-4.4%0.000%
2/7/2024Principal Securities Inc.1,430$26K0.0%N/A0.000%
2/6/2024 Wealthcare Advisory Partners LLC20,799$380K0.0%+9.7%0.000%
2/2/2024 Truist Financial Corp421,379$7.70M0.0%+1.4%0.000%
1/25/2024 E&G Advisors LP40,527$741K0.3%-9.9%0.000%
1/25/2024 International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/24/2024 International Assets Investment Management LLC92,573$1.69M0.0%+1,751.8%0.000%
1/16/2024 Kingswood Wealth Advisors LLC29,320$536K0.1%N/A0.000%
1/16/2024Raymond James & Associates131,086$2.40M0.0%-14.9%0.000%
8/14/2023CSS LLC IL12,112$203K0.0%-7.6%0.000%
8/11/2023Almitas Capital LLC49,056$865K0.4%N/A0.000%
8/11/2023Weiss Asset Management LP130,738$2.20M0.2%N/A0.000%
8/11/2023Guggenheim Capital LLC52,950$889K0.0%+9.1%0.000%
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8/10/2023Sykon Capital LLC11,000$185K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC31,195$524K0.0%+6.9%0.000%
8/10/2023Sit Investment Associates Inc.210,782$3.54M0.1%+28.4%0.000%
8/9/2023 Kingswood Wealth Advisors LLC29,320$492K0.2%N/A0.000%
8/8/2023 Chicago Partners Investment Group LLC75,800$1.33M0.1%-3.0%0.000%
8/4/2023 Envestnet Asset Management Inc.233,819$3.93M0.0%+2.4%0.000%
8/2/2023 Bank of Montreal Can15,723$281K0.0%N/A0.000%
8/1/2023 Truist Financial Corp317,964$5.34M0.0%-0.6%0.000%
7/31/2023LPL Financial LLC79,922$1.34M0.0%+69.3%0.000%
7/26/2023 Janney Montgomery Scott LLC66,869$1.12M0.0%-2.2%0.000%
(Data available from 1/1/2016 forward)

JPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPI shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Nuveen Preferred and Income Term Fund. The most heavily invested institutionals were Almitas Capital LLC ($9.76M), MGO One Seven LLC ($7.84M), Smith Asset Management Co. LLC ($4.87M), Truist Financial Corp ($4.53M), Envestnet Asset Management Inc. ($2.69M), Wells Fargo & Company MN ($2.67M), and SageView Advisory Group LLC ($2.27M).Learn more on Nuveen Preferred and Income Term Fund's institutional investors.

Which institutional investors have been buying Nuveen Preferred and Income Term Fund's stock?

Of the 37 institutional investors that purchased Nuveen Preferred and Income Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MGO One Seven LLC ($376.93K), Almitas Capital LLC ($278.02K), International Assets Investment Management LLC ($252.96K), Smith Asset Management Co. LLC ($247.57K), Raymond James Financial Inc. ($213.51K), Weiss Asset Management LP ($130.74K), and SageView Advisory Group LLC ($117.92K).

How much institutional buying is happening at Nuveen Preferred and Income Term Fund?

Institutional investors have bought a total of 1,493,183 shares in the last 24 months. This purchase volume represents approximately $29.88M in transactions.

Which of Nuveen Preferred and Income Term Fund's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Nuveen Preferred and Income Term Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisory LLC ($215.67K), Stifel Financial Corp ($202.28K), Kingswood Wealth Advisors LLC ($67.70K), Envestnet Asset Management Inc. ($17.26K), Hennion & Walsh Asset Management Inc. ($17.05K), Everstar Asset Management LLC ($13.34K), and Truist Financial Corp ($9.53K).

How much institutional selling is happening at Nuveen Preferred and Income Term Fund?

Institutional investors have sold a total of 576,849 shares in the last 24 months. This volume of shares sold represents approximately $11.70M in transactions.


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This page (NYSE:JPI) was last updated on 8/10/2025 by MarketBeat.com Staff
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