A detailed history of Melfa Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 101,117 shares of JPC stock, worth $798,824. This represents 0.54% of its overall portfolio holdings.

Number of Shares
101,117
Previous 104,357 3.1%
Holding current value
$798,824
Previous $780 Million 4.68%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Oct 16, 2024

SELL
$7.45 - $8.23 $24,138 - $26,665
-3,240 Reduced 3.1%
101,117 $816 Million
Q2 2024

Jul 15, 2024

SELL
$6.8 - $7.52 $673 - $744
-99 Reduced 0.09%
104,357 $780 Million
Q1 2024

Apr 23, 2024

BUY
$6.83 - $7.3 $102 - $109
15 Added 0.01%
104,456 $751 Million
Q4 2023

Jan 22, 2024

BUY
$5.96 - $6.76 $246,767 - $279,891
41,404 Added 65.68%
104,441 $706 Million
Q3 2023

Oct 30, 2023

BUY
$6.26 - $6.62 $544 - $575
87 Added 0.14%
63,037 $399 Million
Q2 2023

Jul 18, 2023

BUY
$5.98 - $6.54 $131 - $143
22 Added 0.03%
62,950 $408 Million
Q1 2023

Apr 20, 2023

BUY
$6.06 - $8.03 $78 - $104
13 Added 0.02%
62,928 $414 Million
Q4 2022

Jan 31, 2023

BUY
$6.7 - $7.72 $421,530 - $485,703
62,915 New
62,915 $458 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
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