A detailed history of Shaker Financial Services, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 57,000 shares of JPC stock, worth $462,839. This represents 0.18% of its overall portfolio holdings.

Number of Shares
57,000
Holding current value
$462,839
% of portfolio
0.18%

Shares

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

Oct 31, 2024

BUY
$7.45 - $8.23 $424,650 - $469,110
57,000 New
57,000 $459,000
Q1 2024

May 13, 2024

SELL
$6.83 - $7.3 $2.15 Million - $2.29 Million
-314,123 Reduced 66.53%
158,013 $1.14 Million
Q4 2023

Feb 07, 2024

BUY
$5.96 - $6.76 $1.82 Million - $2.07 Million
305,505 Added 183.34%
472,136 $3.19 Million
Q2 2023

Aug 07, 2023

BUY
$5.98 - $6.54 $31,831 - $34,812
5,323 Added 3.3%
166,631 $1.08 Million
Q1 2023

May 08, 2023

BUY
$6.06 - $8.03 $647,420 - $857,885
106,835 Added 196.12%
161,308 $1.06 Million
Q4 2022

Feb 03, 2023

SELL
$6.7 - $7.72 $18,337 - $21,129
-2,737 Reduced 4.78%
54,473 $396,000
Q3 2022

Nov 09, 2022

BUY
$6.92 - $8.41 $297,906 - $362,050
43,050 Added 304.03%
57,210 $398,000
Q2 2022

Aug 01, 2022

SELL
$7.35 - $8.71 $2.79 Million - $3.3 Million
-379,346 Reduced 96.4%
14,160 $108,000
Q1 2022

May 06, 2022

BUY
$8.08 - $9.87 $192,457 - $235,093
23,819 Added 6.44%
393,506 $3.38 Million
Q4 2021

Feb 07, 2022

BUY
$9.22 - $9.99 $2.08 Million - $2.26 Million
225,845 Added 157.01%
369,687 $3.61 Million
Q3 2021

Nov 02, 2021

SELL
$9.81 - $10.06 $124,135 - $127,299
-12,654 Reduced 8.09%
143,842 $1.42 Million
Q2 2021

Aug 04, 2021

SELL
$9.46 - $10.01 $263,593 - $278,918
-27,864 Reduced 15.11%
156,496 $1.56 Million
Q1 2021

May 14, 2021

BUY
$9.05 - $9.49 $1.03 Million - $1.08 Million
113,742 Added 161.07%
184,360 $1.75 Million
Q4 2020

Feb 03, 2021

BUY
$8.22 - $9.5 $45,267 - $52,316
5,507 Added 8.46%
70,618 $671,000
Q3 2020

Nov 09, 2020

BUY
$8.07 - $8.93 $136,471 - $151,015
16,911 Added 35.09%
65,111 $553,000
Q2 2020

Aug 06, 2020

SELL
$6.53 - $8.79 $269,852 - $363,246
-41,325 Reduced 46.16%
48,200 $397,000
Q1 2020

May 01, 2020

BUY
$5.03 - $10.73 $66,722 - $142,333
13,265 Added 17.39%
89,525 $657,000
Q4 2019

Feb 04, 2020

BUY
$9.96 - $10.46 $441,208 - $463,357
44,298 Added 138.6%
76,260 $798,000
Q3 2019

Oct 30, 2019

BUY
$9.62 - $10.1 $307,474 - $322,816
31,962 New
31,962 $321,000
Q1 2019

May 06, 2019

SELL
$8.49 - $9.59 $132,444 - $149,604
-15,600 Closed
0 $0
Q4 2018

Feb 04, 2019

SELL
$7.95 - $9.27 $11,925 - $13,905
-1,500 Reduced 8.77%
15,600 $130,000
Q3 2018

Nov 09, 2018

SELL
$9.19 - $9.49 $8,271 - $8,541
-900 Reduced 5.0%
17,100 $159,000
Q2 2018

Aug 06, 2018

BUY
$9.3 - $10.06 $167,400 - $181,080
18,000 New
18,000 $168,000

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
Track This Portfolio

Track Shaker Financial Services, LLC Portfolio

Follow Shaker Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Financial Services, LLC with notifications on news.