A detailed history of Mosaic Family Wealth Partners, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 58,444 shares of JPC stock, worth $470,474. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,444
Previous 58,444 -0.0%
Holding current value
$470,474
Previous $437 Million 8.03%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$6.8 - $7.52 $6,976 - $7,715
-1,026 Reduced 1.73%
58,444 $437 Million
Q1 2024

Jun 13, 2024

SELL
$6.83 - $7.3 $116,909 - $124,954
-17,117 Reduced 22.35%
59,470 $428 Million
Q4 2023

Jan 29, 2024

SELL
$5.96 - $6.76 $12,867 - $14,594
-2,159 Reduced 2.74%
76,587 $518 Million
Q3 2023

Nov 01, 2023

SELL
$6.26 - $6.62 $36,282 - $38,369
-5,796 Reduced 6.86%
78,746 $498 Million
Q2 2023

Aug 08, 2023

SELL
$5.98 - $6.54 $7,899 - $8,639
-1,321 Reduced 1.54%
84,542 $548 Million
Q1 2023

Apr 10, 2023

SELL
$6.06 - $8.03 $7,290 - $9,660
-1,203 Reduced 1.38%
85,863 $565 Million
Q4 2022

Feb 14, 2023

BUY
$6.7 - $7.72 $583,342 - $672,149
87,066 New
87,066 $634 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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