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 26,253 shares of JPC stock, worth $211,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,253
Previous 28,094 6.55%
Holding current value
$211,336
Previous $210 Million 0.96%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$7.45 - $8.23 $13,715 - $15,151
-1,841 Reduced 6.55%
26,253 $212 Million
Q2 2024

Jul 30, 2024

BUY
$6.8 - $7.52 $5,365 - $5,933
789 Added 2.89%
28,094 $210 Million
Q1 2024

May 07, 2024

SELL
$6.83 - $7.3 $17,997 - $19,235
-2,635 Reduced 8.8%
27,305 $196 Million
Q4 2023

Apr 15, 2024

BUY
$5.96 - $6.76 $178,442 - $202,394
29,940 New
29,940 $202 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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.