Concurrent Investment Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,216 shares of JPC stock, worth $400,618. This represents 0.01% of its overall portfolio holdings.
Number of Shares
49,216
Previous 34,531
42.53%
Holding current value
$400,618
Previous $277 Million
45.73%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding JPC
# of Institutions
319Shares Held
65.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.89MShares$56.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$34.2 Million0.0% of portfolio
-
Ubs Group Ag4.2MShares$34.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$30.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.46MShares$28.1 Million0.01% 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 ...