Concurrent Investment Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 32,590 shares of JPC stock, worth $252,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,590
Previous 27,501
18.5%
Holding current value
$252,572
Previous $216 Million
20.01%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding JPC
# of Institutions
306Shares Held
66.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.66MShares$59.3 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.75MShares$36.8 Million0.85% of portfolio
-
Ubs Group Ag4.21MShares$32.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$29.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$26.5 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 ...