A detailed history of Occidental Asset Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Occidental Asset Management, LLC holds 12,524 shares of JPC stock, worth $99,816. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,524
Previous 13,411 6.61%
Holding current value
$99,816
Previous $100,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 11, 2024

SELL
$7.45 - $8.23 $6,608 - $7,300
-887 Reduced 6.61%
12,524 $100,000
Q2 2024

Jul 15, 2024

BUY
$6.8 - $7.52 $5,916 - $6,542
870 Added 6.94%
13,411 $100,000
Q1 2024

Apr 16, 2024

BUY
$6.83 - $7.3 $12,382 - $13,234
1,813 Added 16.9%
12,541 $90,000
Q4 2023

Jan 18, 2024

BUY
$5.96 - $6.76 $63,938 - $72,521
10,728 New
10,728 $72,000

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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