Focused Wealth Management, Inc Nuveen Preferred & Income Opportunities Fund Transaction History

Focused Wealth Management, Inc

$699 Million
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 21, 2020	BUY	$9.96 - $10.46 $15,736 - $16,526	1,580 New	1,580 $17,000
Q3 2019 Nov 06, 2019	SELL	$9.62 - $10.1 $15,199 - $15,958	-1,580 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	$7.95 - $9.27 $12,561 - $14,646	1,580 New	1,580 $13,000
Q3 2018 Nov 13, 2018	SELL	$9.19 - $9.49 $14,520 - $14,994	-1,580 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,580	1,580 $16,000

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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