First Foundation Advisors Nuveen Preferred & Income Opportunities Fund Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$9.81 - $10.06 $691,261 - $708,877	-70,465 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$9.46 - $10.01 $79,095 - $83,693	8,361 Added 13.46%	70,465 $703,000
Q1 2021 May 18, 2021	SELL	$9.05 - $9.49 $39,213 - $41,120	-4,333 Reduced 6.52%	62,104 $589,000
Q4 2020 Feb 16, 2021	SELL	$8.22 - $9.5 $317,686 - $367,156	-38,648 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$8.07 - $8.93 $201 - $223	25 Added 0.06%	38,648 $328,000
Q2 2020 Aug 14, 2020	BUY	$6.53 - $8.79 $195 - $263	30 Added 0.08%	38,623 $318,000
Q1 2020 May 11, 2020	SELL	$5.03 - $10.73 $59,977 - $127,944	-11,924 Reduced 23.6%	38,593 $283,000
Q4 2019 Feb 11, 2020	SELL	$9.96 - $10.46 $152,407 - $160,058	-15,302 Reduced 23.25%	50,517 $528,000
Q3 2019 Nov 12, 2019	SELL	$9.62 - $10.1 $4.1 Million - $4.3 Million	-426,123 Reduced 86.62%	65,819 $661,000
Q2 2019 Aug 14, 2019	BUY	$9.32 - $9.91 $44,717 - $47,548	4,798 Added 0.98%	491,942 $4.88 Million
Q1 2019 May 13, 2019	BUY	$8.49 - $9.59 $1,850 - $2,090	218 Added 0.04%	487,144 $4.64 Million
Q4 2018 Feb 14, 2019	SELL	$7.95 - $9.27 $64,657 - $75,392	-8,133 Reduced 1.64%	486,926 $4.06 Million
Q3 2018 Nov 13, 2018	BUY	$9.19 - $9.49 $315,143 - $325,431	34,292 Added 7.44%	495,059 $4.59 Million
Q2 2018 Aug 14, 2018	SELL	$9.3 - $10.06 $145,796 - $157,710	-15,677 Reduced 3.29%	460,767 $4.3 Million
Q1 2018 May 15, 2018	SELL	$9.6 - $10.26 $142,233 - $152,012	-14,816 Reduced 3.02%	476,444 $4.77 Million
Q4 2017 Feb 14, 2018	BUY	$10.29 - $10.65 $77,802 - $80,524	7,561 Added 1.56%	491,260 $5.08 Million
Q3 2017 Nov 14, 2017	BUY	$10.32 - $10.72 $172,643 - $179,334	16,729 Added 3.58%	483,699 $5.11 Million
Q2 2017 Aug 14, 2017	BUY	N/A	466,970	466,970 $4.86 Million

Others Institutions Holding JPC

# of Institutions

295

Shares Held

65.8M

Call Options Held

0

Put Options Held

0

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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