Latest Institutional Transactions on Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-35KClosed |
$288K - $333K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-420Closed |
$3.45K - $3.99K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.5KClosed |
$20.6K - $23.8K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-20.1KClosed |
$166K - $191K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1KClosed |
$8.07K - $8.93K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51KClosed |
$12.2K - $13.5K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.8KClosed |
$44.4K - $59.8K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-12.5K- 42.83% |
$81.5K - $110K
|
16.7K
$134K
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.1KClosed |
$105K - $142K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-425Closed |
$2.78K - $3.74K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Rb Capital Management, LLC
|
SELL
|
- |
-11KClosed |
$72K - $96.9K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.5KClosed |
$68.5K - $92.2K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.33KClosed |
$8.71K - $11.7K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Burns J W & CO Inc
|
SELL
|
- |
-10.3KClosed |
$67.3K - $90.5K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 19, 2024
Q1 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.7KClosed |
$68.7K - $147K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.4K- 61.94% |
$62.3K - $133K
|
7.61K
$61.1K
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.9KClosed |
$80.1K - $171K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-85KClosed |
$428K - $912K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-37.8KClosed |
$190K - $405K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
79.3KNew |
$399K - $851K
|
79.3K
$637K
|
|
Apr 09, 2020
Q1 2020
|
Flc Capital Advisors
|
SELL
|
- |
-11.6KClosed |
$58.1K - $124K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-13.1KClosed |
$131K - $138K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-392Closed |
$3.9K - $4.1K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.86KClosed |
$28.5K - $29.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-334Closed |
$3.33K - $3.49K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.59KClosed |
$15.8K - $16.6K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.58KNew |
$15.7K - $16.5K
|
1.58K
$12.7K
|
|
Jan 16, 2020
Q4 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-22KClosed |
$219K - $230K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-427Closed |
$4.11K - $4.31K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5Closed |
$48.1 - $50.5
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-271Closed |
$2.61K - $2.74K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.6KClosed |
$53.8K - $56.5K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-3.03KClosed |
$29.2K - $30.6K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Tegean Capital Management, LLC
New York, NY |
SELL
|
- |
-46.7KClosed |
$435K - $462K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
43.5KNew |
$405K - $431K
|
43.5K
$349K
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.1KClosed |
$28.9K - $30.7K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.7KClosed |
$34.5K - $36.7K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-80KClosed |
$746K - $793K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14KClosed |
$131K - $139K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.82KClosed |
$26.3K - $27.9K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-391Closed |
$3.64K - $3.87K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.49KClosed |
$23.2K - $24.7K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1.5KClosed |
$12.7K - $14.4K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$90.8K - $103K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-92.1KClosed |
$782K - $883K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-775KClosed |
$6.58M - $7.43M
|
0
$0
|
|
Apr 19, 2019
Q1 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-147Closed |
$1.25K - $1.41K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-336Closed |
$2.85K - $3.22K
|
0
$0
|
|
Apr 10, 2019
Q1 2019
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-692KClosed |
$5.87M - $6.64M
|
0
$0
|