United Capital Financial Advisers, LLC Nuveen Preferred & Income Opportunities Fund Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$9.22 - $9.99 $128,333 - $139,050	-13,919 Reduced 50.69%	13,541 $132,000
Q3 2021 Nov 15, 2021	BUY	$9.81 - $10.06 $88,898 - $91,163	9,062 Added 49.26%	27,460 $272,000
Q2 2021 Aug 13, 2021	SELL	$9.46 - $10.01 $14,085 - $14,904	-1,489 Reduced 7.49%	18,398 $184,000
Q1 2021 May 14, 2021	SELL	$9.05 - $9.49 $8,642 - $9,062	-955 Reduced 4.58%	19,887 $189,000
Q4 2020 Feb 17, 2021	SELL	$8.22 - $9.5 $16,440 - $19,000	-2,000 Reduced 8.76%	20,842 $198,000
Q3 2020 Nov 13, 2020	BUY	$8.07 - $8.93 $16,140 - $17,860	2,000 Added 9.6%	22,842 $194,000
Q2 2020 Aug 13, 2020	SELL	$6.53 - $8.79 $29,633 - $39,889	-4,538 Reduced 17.88%	20,842 $172,000
Q1 2020 May 15, 2020	SELL	$5.03 - $10.73 $6,589 - $14,056	-1,310 Reduced 4.91%	25,380 $186,000
Q4 2019 Feb 14, 2020	SELL	$9.96 - $10.46 $11,434 - $12,008	-1,148 Reduced 4.12%	26,690 $279,000
Q3 2019 Nov 14, 2019	SELL	$9.62 - $10.1 $19,778 - $20,765	-2,056 Reduced 6.88%	27,838 $280,000
Q2 2019 Aug 13, 2019	SELL	$9.32 - $9.91 $58,380 - $62,076	-6,264 Reduced 17.32%	29,894 $296,000
Q1 2019 May 14, 2019	SELL	$8.49 - $9.59 $100,215 - $113,200	-11,804 Reduced 24.61%	36,158 $345,000
Q4 2018 Feb 14, 2019	SELL	$7.95 - $9.27 $1.05 Million - $1.22 Million	-131,908 Reduced 73.34%	47,962 $400,000
Q3 2018 Nov 14, 2018	SELL	$9.19 - $9.49 $1.97 Million - $2.04 Million	-214,603 Reduced 54.4%	179,870 $1.67 Million
Q2 2018 Aug 14, 2018	SELL	$9.3 - $10.06 $196,620 - $212,688	-21,142 Reduced 5.09%	394,473 $3.68 Million
Q1 2018 May 15, 2018	BUY	$9.6 - $10.26 $278,976 - $298,155	29,060 Added 7.52%	415,615 $4.16 Million
Q4 2017 Feb 13, 2018	BUY	$10.29 - $10.65 $288,819 - $298,924	28,068 Added 7.83%	386,555 $4 Million
Q3 2017 Nov 14, 2017	BUY	$10.32 - $10.72 $216,080 - $224,455	20,938 Added 6.2%	358,487 $3.79 Million
Q2 2017 Aug 14, 2017	BUY	N/A	337,549	337,549 $3.51 Million

Others Institutions Holding JPC

# of Institutions

295

Shares Held

65.8M

Call Options Held

Put Options Held

View Full List

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

Portfolio Update

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

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Account