Free Trial
→ Warning: Elon’s $20k Robot Might Replace Your Nanny (From WealthPress) (Ad) Free JPI Stock Alerts

Nuveen Preferred and Income Term Fund (JPI) Institutional Ownership

$20.00 -0.03 (-0.12%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$19.99 -0.02 (-0.09%)
As of 02/21/2025 04:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Nuveen Preferred and Income Term Fund (NYSE:JPI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$16.11M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.49M
Get JPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen Preferred and Income Term Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPI Institutional Buying and Selling by Quarter

Nuveen Preferred and Income Term Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Cornerstone Advisory LLC195,819$3.97M0.5%-32.5%0.000%
2/18/2025 Elequin Capital LP2,454$48K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers22,360$438K0.0%+9.5%0.000%
2/17/2025 Bank of America Corp DE52,729$1.03M0.0%+55.8%0.000%
2/17/2025 Ameriprise Financial Inc.42,957$842K0.0%-10.8%0.000%
2/14/2025 IHT Wealth Management LLC13,694$268K0.0%+32.7%0.000%
2/14/2025 Stifel Financial Corp43,880$860K0.0%-4.1%0.000%
2/14/2025 Shaker Financial Services LLC14,873$292K0.1%N/A0.000%
2/13/2025 Raymond 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%
2/13/2025 Wells Fargo & Company MN136,348$2.67M0.0%-5.6%0.000%
2/12/2025 Everstar Asset Management LLC36,641$718K0.5%-8.3%0.000%
2/11/2025 LPL Financial LLC102,047$2M0.0%+3.2%0.000%
2/7/2025 Sequoia Financial Advisors LLC10,628$208K0.0%N/A0.000%
2/6/2025 Raymond 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%
1/16/2025 Diversify Wealth Management LLC16,153$319K0.0%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC16,777$329K0.0%+3.6%0.000%
11/15/2024 Stifel 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%
9/5/2024 Sanctuary Advisors LLC38,087$717K0.0%N/A0.000%
8/21/2024 Truist Financial Corp433,679$8.44M0.0%+2.3%0.000%
8/16/2024 Almitas 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%
5/9/2024 SageView Advisory Group LLC117,921$2.27M0.1%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC3,800$73K0.0%N/A0.000%
This Crypto Is Set to Explode in February (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
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%
2/12/2024 Weiss Asset Management LP58,598$1.07M0.1%-52.3%0.000%
2/12/2024 Stifel Financial Corp246,765$4.51M0.0%+6.4%0.000%
2/12/2024 Steward Partners Investment Advisory LLC29,224$534K0.0%-4.4%0.000%
2/7/2024 Principal 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%
8/14/2023 CSS LLC IL12,112$203K0.0%-7.6%0.000%
8/11/2023 Almitas Capital LLC49,056$865K0.4%N/A0.000%
8/11/2023 Weiss Asset Management LP130,738$2.20M0.2%N/A0.000%
8/11/2023 Guggenheim Capital LLC52,950$889K0.0%+9.1%0.000%
8/10/2023 Sykon Capital LLC11,000$185K0.1%N/A0.000%
8/10/2023Cetera Advisor Networks LLC31,195$524K0.0%+6.9%0.000%
8/10/2023 Sit 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%
7/31/2023 LPL 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%
7/25/2023Raymond James Financial Services Advisors Inc.10,629$178K0.0%N/A0.000%
7/25/2023Raymond James & Associates166,072$2.79M0.0%-18.3%0.000%
7/20/2023 Cornerstone Advisory LLC644,457$10.82M1.9%+4.8%0.000%
7/17/2023 Wealthcare Advisory Partners LLC18,372$308K0.0%-6.0%0.000%
5/12/2023 Palogic Value Management L.P.10,000$176K0.1%-13.0%0.000%
5/11/2023 Guggenheim Capital LLC48,538$856K0.0%+65.6%0.000%
5/9/2023 Atlas Wealth LLC273,349$4.82M0.9%+325.1%0.000%
5/5/2023 Truist Financial Corp319,772$5.64M0.0%+6.1%0.000%
5/4/2023 Wealthcare Advisory Partners LLC19,544$345K0.0%+12.2%0.000%
5/4/2023 Cornerstone Advisory LLC614,877$10.84M2.0%+21.7%0.000%
5/3/2023 Integrated Wealth Concepts LLC143,493$2.53M0.1%+0.7%0.000%
5/1/2023 Arete Wealth Advisors LLC15,485$273.00B0.0%N/A0.000%
4/28/2023 Ameritas Advisory Services LLC1,467$26K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC68,360$1.21M0.0%+5.0%0.000%
4/26/2023 Chicago Partners Investment Group LLC78,120$1.34M0.1%+1.5%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.33,692$594K0.0%+49.0%0.000%
4/20/2023 Daymark Wealth Partners LLC17,457$308K0.0%-3.9%0.000%
4/18/2023Claybrook Capital LLC22,795$402K0.2%+8.3%0.000%
4/14/2023Raymond James & Associates203,382$3.59M0.0%-1.8%0.000%
2/14/2023 CSS LLC IL35,120$653K0.0%N/A0.000%
2/14/2023 Atlas Wealth LLC64,298$1.20M0.3%N/A0.000%
2/13/2023 Wealthcare Advisory Partners LLC17,421$324K0.0%+40.3%0.000%
This Crypto Is Set to Explode in February (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
2/13/2023 Integrated Wealth Concepts LLC142,517$2.65M0.1%-2.5%0.000%
2/10/2023 City of London Investment Management Co. Ltd.70,808$1.31M0.1%+13.6%0.000%
2/10/2023 Sit Investment Associates Inc.139,933$2.60M0.1%+761.7%0.000%
2/9/2023 Elequin Securities LLC2,838$53K0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC76,989$1.56M0.1%-8.8%0.000%
2/8/2023Raymond James & Associates207,113$3.85M0.0%+3.9%0.000%
2/8/2023 UBS Group AG199,785$3.71M0.0%-12.5%0.000%
2/7/2023 Commonwealth Equity Services LLC23,301$432K0.0%-15.4%0.000%
2/7/2023 LPL Financial LLC41,762$776K0.0%+12.6%0.000%
2/7/2023 Hollencrest Capital Management3,540$66K0.0%N/A0.000%
(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, 48 institutional investors and hedge funds held shares of Nuveen Preferred and Income Term Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($273.00B), Almitas Capital LLC ($9.76M), Atlas Wealth LLC ($4.82M), Cornerstone Advisory LLC ($3.97M), Sit Investment Associates Inc. ($3.54M), Truist Financial Corp ($3.20M), and Wells Fargo & Company MN ($2.67M).Learn more on JPI's institutional investors.

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

Of the 39 institutional investors that purchased Nuveen Preferred and Income Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($278.02K), International Assets Investment Management LLC ($252.96K), Raymond James Financial Inc. ($213.51K), Atlas Wealth LLC ($209.05K), Cornerstone Advisory LLC ($139.38K), 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 1,811,468 shares in the last 24 months. This purchase volume represents approximately $33.39M in transactions.

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

Of the 20 institutional investors that sold Nuveen Preferred and Income Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($202.28K), Cornerstone Advisory LLC ($141.44K), Raymond James & Associates ($66.13K), Weiss Asset Management LP ($64.19K), Hennion & Walsh Asset Management Inc. ($17.05K), E&G Advisors LP ($11.65K), and Truist Financial Corp ($11.34K).

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

Institutional investors have sold a total of 559,797 shares in the last 24 months. This volume of shares sold represents approximately $10.91M in transactions.


Related Companies

This page (NYSE:JPI) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
2025 AI Blueprint features Nvidia’s march to $5 trillion
Nvidia is now one of the most valuable companies in the world. It currently ranks second, just behind Apple...
Weiss Ratings | Sponsored
$5,000 DOGE check?
Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a porti...
Altimetry | Sponsored
A strange twist 500 miles from Washington
Energy is life. And this year, it could also make national heroes out of President Trump and VP Vance. ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a tra...
Investors Alley | Sponsored
Major AI announcement for 2025
BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI Stocks
Brownstone Research | Sponsored
Has Trump finally met his match?
A new Chinese AI software called "DeepSeek" is sending shockwaves through the market. It's advanced enough ...
Behind the Markets | Sponsored