News + Filings Key Docs Ownership Insiders
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Nuveen Preferred & Income Term Fund (JPI)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
Cornerstone Advisory, LLC
| 614,877 | 183,322 | 10,840,276,000 | 1.95 | |
Hist
| 03/31/2023 |
Atlas Wealth LLC
| 395,448 | 122,099 | 6,702,844,000 | 1.23 | |
Hist
| 06/30/2023 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
| 383,222 | -7,967 | 6,434,293,000 | 0.39 | |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| 301,362 | 115,232 | 5,599,305,000 | 0.01 | |
Hist
| 12/31/2022 |
MORGAN STANLEY
| 309,496 | -35,973 | 5,196,438,000 | 0.00 | |
Hist
| 06/30/2023 |
STIFEL FINANCIAL CORP
| 246,847 | -45,418 | 4,144,552,000 | 0.01 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 233,819 | 5,459 | 3,925,821,000 | 0.00 | |
Hist
| 06/30/2023 |
RAYMOND JAMES & ASSOCIATES
| 207,113 | 2,037 | 3,848,170,000 | 0.00 | |
Hist
| 12/31/2022 |
WELLS FARGO & COMPANY/MN
| 213,376 | 72,263 | 3,582,582,000 | 0.00 | |
Hist
| 06/30/2023 |
UBS Group AG
| 172,386 | -31,221 | 2,894,361,000 | 0.00 | |
Hist
| 06/30/2023 |
Weiss Asset Management LP
| 130,738 | 130,738 | 2,195,091,000 | 0.17 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 109,945 | -32,333 | 1,846,000,000 | 0.00 | |
Hist
| 06/30/2023 |
Integrated Wealth Concepts LLC
| 107,325 | -38,794 | 1,801,973,000 | 0.03 | |
Hist
| 06/30/2023 |
Rockefeller Capital Management L.P.
| 71,085 | 60,634 | 1,193,524,000 | 0.00 | |
Hist
| 06/30/2023 |
GUGGENHEIM CAPITAL LLC
| 52,950 | 4,412 | 889,031,000 | 0.01 | |
Hist
| 06/30/2023 |
Almitas Capital LLC
| 49,056 | 49,056 | 864,857,000 | 0.37 | |
Hist
| 06/30/2023 |
E&G Advisors, LP
| 45,689 | -2,700 | 848,902,000 | 0.32 | |
Hist
| 12/31/2022 |
LPL Financial LLC
| 47,199 | 5,437 | 832,123,000 | 0.00 | |
Hist
| 03/31/2023 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
| 42,776 | 42,776 | 718,209,000 | 0.04 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 34,908 | -5 | 586,109,000 | 0.00 | |
Hist
| 06/30/2023 |
Steward Partners Investment Advisory, LLC
| 31,244 | -2,344 | 524,587,000 | 0.01 | |
Hist
| 06/30/2023 |
Cetera Advisor Networks LLC
| 29,180 | -784 | 514,448,000 | 0.00 | |
Hist
| 03/31/2023 |
KINGSWOOD WEALTH ADVISORS, LLC
| 29,320 | 29,320 | 492,282,000 | 0.16 | |
Hist
| 06/30/2023 |
IHT Wealth Management, LLC
| 25,205 | -7,546 | 444,367,000 | 0.03 | |
Hist
| 03/31/2023 |
Claybrook Capital, LLC
| 22,795 | 1,745 | 382,728,000 | 0.20 | |
Hist
| 06/30/2023 |
Wealthcare Advisory Partners LLC
| 18,372 | 5,954 | 308,465,000 | 0.01 | |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 17,878 | 4,463 | 300,175,000 | 0.00 | |
Hist
| 06/30/2023 |
Invesco Ltd.
| 17,860 | 20 | 299,869,000 | 0.00 | |
Hist
| 06/30/2023 |
Physician Wealth Advisors, Inc.
| 15,539 | 0 | 257,326,000 | 0.07 | |
Hist
| 09/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 14,264 | 1,919 | 239,502,000 | | |
Hist
| 06/30/2023 |
CAPTRUST FINANCIAL ADVISORS
| 12,913 | 12,913 | 227,657,000 | 0.00 | |
Hist
| 03/31/2023 |
DAYMARK WEALTH PARTNERS, LLC
| 12,948 | -4,509 | 222,317,000 | 0.02 | |
Hist
| 09/30/2023 |
RMB Capital Management, LLC
| 12,775 | 0 | 214,492,000 | 0.01 | |
Hist
| 06/30/2023 |
Private Advisor Group, LLC
| 11,917 | -662 | 210,105,000 | 0.00 | |
Hist
| 03/31/2023 |
CSS LLC/IL
| 12,112 | -23,008 | 203,360,000 | 0.01 | |
Hist
| 06/30/2023 |
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