Gerber Kawasaki Wealth & Investment Management Nuveen Preferred & Income Opportunities Fund Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 12,840 shares of JPC stock, worth $104,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,840
Holding current value
$104,260
% of portfolio
0.0%

Shares

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

Nov 13, 2024
BUY
$7.45 - $8.23 $95,658 - $105,673
12,840 New
12,840 $103,000
Q1 2024

May 13, 2024
SELL
$6.83 - $7.3 $7,212 - $7,708
-1,056 Reduced 7.06%
13,899 $99,000
Q4 2023

Feb 12, 2024
SELL
$5.96 - $6.76 $89,966 - $102,042
-15,095 Reduced 50.23%
14,955 $101,000
Q3 2023

Nov 14, 2023
SELL
$6.26 - $6.62 $46,449 - $49,120
-7,420 Reduced 19.8%
30,050 $190,000
Q2 2023

Aug 10, 2023
SELL
$5.98 - $6.54 $78,338 - $85,674
-13,100 Reduced 25.9%
37,470 $242,000
Q1 2023

May 15, 2023
SELL
$6.06 - $8.03 $42,971 - $56,940
-7,091 Reduced 12.3%
50,570 $332,000
Q4 2022

Feb 08, 2023
SELL
$6.7 - $7.72 $229,810 - $264,796
-34,300 Reduced 37.3%
57,661 $419,000
Q3 2022

Nov 14, 2022
SELL
$6.92 - $8.41 $164,889 - $200,393
-23,828 Reduced 20.58%
91,961 $639,000
Q2 2022

Aug 04, 2022
SELL
$7.35 - $8.71 $630,997 - $747,753
-85,850 Reduced 42.58%
115,789 $885,000
Q1 2022

May 12, 2022
SELL
$8.08 - $9.87 $2.33 Million - $2.85 Million
-288,287 Reduced 58.84%
201,639 $1.73 Million
Q4 2021

Feb 11, 2022
BUY
$9.22 - $9.99 $4.52 Million - $4.89 Million
489,768 Added 309979.75%
489,926 $4.78 Million
Q3 2021

Nov 15, 2021
SELL
$9.81 - $10.06 $4.66 Million - $4.78 Million
-474,710 Reduced 99.97%
158 $158,000
Q2 2021

Aug 11, 2021
BUY
$9.46 - $10.01 $331,213 - $350,470
35,012 Added 7.96%
474,868 $4.74 Million
Q1 2021

May 07, 2021
BUY
$9.05 - $9.49 $389,602 - $408,544
43,050 Added 10.85%
439,856 $4.17 Million
Q4 2020

Feb 09, 2021
BUY
$8.22 - $9.5 $135,630 - $156,750
16,500 Added 4.34%
396,806 $3.77 Million
Q3 2020

Nov 02, 2020
SELL
$8.07 - $8.93 $29,955 - $33,148
-3,712 Reduced 0.97%
380,306 $3.23 Million
Q2 2020

Aug 10, 2020
BUY
$6.53 - $8.79 $692,617 - $932,328
106,067 Added 38.16%
384,018 $3.16 Million
Q1 2020

May 05, 2020
BUY
$5.03 - $10.73 $1.04 Million - $2.22 Million
206,731 Added 290.27%
277,951 $2.04 Million
Q4 2019

Feb 06, 2020
BUY
$9.96 - $10.46 $334,656 - $351,456
33,600 Added 89.31%
71,220 $744,000
Q3 2019

Nov 07, 2019
BUY
$9.62 - $10.1 $225,107 - $236,340
23,400 Added 164.56%
37,620 $378,000
Q1 2019

May 07, 2019
SELL
$8.49 - $9.59 $10,612 - $11,987
-1,250 Reduced 8.08%
14,220 $135,000
Q4 2018

Feb 08, 2019
SELL
$7.95 - $9.27 $119,250 - $139,050
-15,000 Reduced 49.23%
15,470 $129,000
Q3 2018

Nov 06, 2018
SELL
$9.19 - $9.49 $385,980 - $398,580
-42,000 Reduced 57.96%
30,470 $280,000
Q2 2018

Aug 03, 2018
SELL
$9.3 - $10.06 $667,089 - $721,603
-71,730 Reduced 49.74%
72,470 $682,000
Q1 2018

May 08, 2018
SELL
$9.6 - $10.26 $554,121 - $592,217
-57,721 Reduced 28.59%
144,200 $1.44 Million
Q4 2017

Feb 06, 2018
BUY
$10.29 - $10.65 $267,159 - $276,505
25,963 Added 14.76%
201,921 $2.09 Million
Q3 2017

Nov 13, 2017
BUY
$10.32 - $10.72 $207,690 - $215,740
20,125 Added 12.91%
175,958 $1.86 Million
Q2 2017

Aug 09, 2017
BUY
N/A
155,833
155,833 $1.63 Million

Others Institutions Holding JPC

# of Institutions
295
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Preferred & Income Opportunities Fund

JPC Quotes by TradingView
  • 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
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