A detailed history of Pathstone Holdings, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Pathstone Holdings, LLC holds 34,020 shares of JPC stock, worth $272,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,020
Previous 25,260 34.68%
Holding current value
$272,160
Previous $203,000 31.53%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$7.83 - $8.16 $68,590 - $71,481
8,760 Added 34.68%
34,020 $267,000
Q3 2024

Nov 07, 2024

SELL
$7.45 - $8.23 $616,815 - $681,394
-82,794 Reduced 76.62%
25,260 $203,000
Q2 2024

Aug 14, 2024

SELL
$6.8 - $7.52 $2.5 Million - $2.77 Million
-368,228 Reduced 77.31%
108,054 $807,000
Q1 2024

May 13, 2024

SELL
$6.83 - $7.3 $527,036 - $563,304
-77,165 Reduced 13.94%
476,282 $3.42 Million
Q4 2023

Feb 14, 2024

BUY
$5.96 - $6.76 $3.3 Million - $3.74 Million
553,447 New
553,447 $3.74 Million

Others Institutions Holding JPC

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 ...
More about JPC
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