Watershed Private Wealth LLC Nuveen Preferred & Income Opportunities Fund Transaction History

Watershed Private Wealth LLC

$251 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$6.8 - $7.52 $45,335 - $50,135	-6,667 Reduced 39.57%	10,180 $76 Million
Q1 2024 May 07, 2024	SELL	$6.83 - $7.3 $25,926 - $27,710	-3,796 Reduced 18.39%	16,847 $121 Million
Q4 2023 Feb 07, 2024	BUY	$5.96 - $6.76 $123,032 - $139,546	20,643 New	20,643 $140 Million

Others Institutions Holding JPC

# of Institutions

284

Shares Held

78.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12.4M
Shares

$99.2 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

6.2M
Shares

$49.7 Million
1.07% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

5.06M
Shares

$40.5 Million
1.94% of portfolio
Invesco Ltd. Atlanta, GA

4.13M
Shares

$33.2 Million
0.01% of portfolio
Ubs Group Ag

3.54M
Shares

$28.4 Million
0.01% of portfolio

About Nuveen Preferred & Income Opportunities Fund

Ticker JPC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to ...

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