Nuveen Preferred & Income Opportunities Fund JPC
We take great care to ensure that the data presented and summarized in this overview for Nuveen Preferred & Income Opportunities Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding JPC
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Morgan Stanley New York, NY9.38MShares$76.1 Million0.01% of portfolio
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Sit Investment Associates Inc Minneapolis, MN5.23MShares$42.5 Million0.94% of portfolio
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Ubs Group Ag4.01MShares$32.6 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.46MShares$28.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC3.42MShares$27.7 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA3.21MShares$26.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.2MShares$26 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL2.56MShares$20.8 Million0.01% of portfolio
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Commonwealth Equity Services, LLC2.19MShares$17.8 Million0.03% of portfolio
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Cohen & Steers, Inc. New York, NY1.37MShares$11.1 Million0.02% of portfolio
Latest Institutional Activity in JPC
Top Purchases
Top Sells
About JPC
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 invest in securities of companies operating across diversified sectors. It primarily invests in preferred securities, dividend paying stocks of companies, and corporate and taxable municipal debt securities which are rated BBB/Baa or better by S&P, Moody's, or Fitch. The fund employs fundamental analysis with a top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the BofA/Merrill Lynch Preferred Stock Fixed Rate Index and the JPC Blended Index which is comprised of 82.5% BofA/Merrill Lynch Preferred Stock Fixed Rate Index and 17.5% Barclays Capital Securities Index. The fund was formerly known as Nuveen Preferred Income Opportunities Fund. Nuveen Preferred & Income Opportunities Fund was formed on March 26, 2003 and is domiciled in the United States.
Insider Transactions at JPC
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Mar 11
2024
|
Michael A Perry Vice President |
BUY
Open market or private purchase
|
Direct |
7,900
+50.0%
|
$55,300
$7.18 P/Share
|
Dec 19
2023
|
Jack Evans |
SELL
Open market or private sale
|
Direct |
4,241
-100.0%
|
$25,446
$6.75 P/Share
|
Nov 10
2023
|
Nathaniel T. Jones Vice President and Treasurer |
BUY
Open market or private purchase
|
Direct |
2,500
+42.6%
|
$15,000
$6.22 P/Share
|
Last 12 Months Summary
Open market or private purchase | 7.9K shares |
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Open market or private sale | 4.24K shares |
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