Doyle Wealth Management Nuveen Preferred & Income Opportunities Fund Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$9.62 - $10.1 $2,607 - $2,737	-271 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$9.32 - $9.91 $2,525 - $2,685	271 New	271 $3,000
Q1 2019 May 13, 2019	SELL	$8.49 - $9.59 $2,300 - $2,598	-271 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$7.95 - $9.27 $2,154 - $2,512	271 New	271 $2,000

Others Institutions Holding JPC

# of Institutions

285

Shares Held

78.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12.4M
Shares

$99.3 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

6.2M
Shares

$49.8 Million
1.07% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

5.06M
Shares

$40.6 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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