A detailed history of Sowell Financial Services LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Sowell Financial Services LLC holds 310,378 shares of JPC stock, worth $2.47 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
310,378
Previous 328,807 5.6%
Holding current value
$2.47 Million
Previous $2.46 Million 1.83%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 04, 2024

SELL
$7.45 - $8.23 $137,296 - $151,670
-18,429 Reduced 5.6%
310,378 $2.5 Million
Q2 2024

Aug 13, 2024

SELL
$6.8 - $7.52 $8,792 - $9,723
-1,293 Reduced 0.39%
328,807 $2.46 Million
Q1 2024

May 03, 2024

BUY
$6.83 - $7.3 $536,380 - $573,290
78,533 Added 31.22%
330,100 $2.37 Million
Q4 2023

Jan 24, 2024

BUY
$5.96 - $6.76 $1.5 Million - $1.7 Million
251,567 New
251,567 $1.7 Million
Q2 2021

Aug 05, 2021

SELL
$9.46 - $10.01 $52,862 - $55,935
-5,588 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$9.05 - $9.49 $41,874 - $43,910
4,627 Added 481.48%
5,588 $55,000
Q4 2020

Jan 13, 2021

SELL
$8.22 - $9.5 $7,455 - $8,616
-907 Reduced 48.55%
961 $9,000
Q3 2020

Nov 12, 2020

BUY
$8.07 - $8.93 $121 - $133
15 Added 0.81%
1,868 $16,000
Q2 2020

Aug 13, 2020

BUY
$6.53 - $8.79 $2,050 - $2,760
314 Added 20.4%
1,853 $15,000
Q1 2020

May 12, 2020

SELL
$5.03 - $10.73 $39,228 - $83,683
-7,799 Reduced 83.52%
1,539 $11,000
Q4 2019

Feb 07, 2020

SELL
$9.96 - $10.46 $2,131 - $2,238
-214 Reduced 2.24%
9,338 $97,000
Q3 2019

Nov 14, 2019

BUY
$9.62 - $10.1 $91,890 - $96,475
9,552 New
9,552 $96,000

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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