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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.15K+ 16.67% |
$30.9K - $34.1K
|
29K
$233K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.84K- 3.93% |
$13.7K - $15.1K
|
44.9K
$361K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.8K- 76.62% |
$617K - $681K
|
25.3K
$203K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
200+ 0.6% |
$1.49K - $1.65K
|
33.3K
$267K
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
511+ 2.43% |
$3.81K - $4.21K
|
21.6K
$173K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 15.27% |
$836K - $924K
|
623K
$5M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-6K- 30.23% |
$44.7K - $49.4K
|
13.9K
$111K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.95K- 20.01% |
$29.5K - $32.5K
|
15.8K
$127K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 0.41% |
$1.44K - $1.59K
|
47.4K
$380K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-688- 5.33% |
$5.13K - $5.66K
|
12.2K
$98.2K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.06KNew |
$22.8K - $25.2K
|
3.06K
$24.5K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.05KNew |
$37.6K - $41.6K
|
5.05K
$40.6K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 0.42% |
$916 - $1.01K
|
29.1K
$234K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19K+ 3.73% |
$23.7K - $26.2K
|
88.7K
$712K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
197+ 9.96% |
$1.47K - $1.62K
|
2.17K
$17.5K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-988- 1.9% |
$7.36K - $8.13K
|
51K
$409K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.29K+ 2.63% |
$54.3K - $60K
|
285K
$2.28M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
18.1K+ 48.33% |
$135K - $149K
|
55.6K
$447K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
640+ 5.43% |
$4.77K - $5.27K
|
12.4K
$99.9K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-197- 1.45% |
$1.47K - $1.62K
|
13.4K
$107K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
57KNew |
$425K - $469K
|
57K
$458K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$80.3K
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-7.85K- 0.76% |
$58.5K - $64.6K
|
1.02M
$8.21M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
21KNew |
$156K - $173K
|
21K
$169K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 1.43% |
$618 - $683
|
5.88K
$47.2K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.3K- 2.42% |
$17.1K - $18.9K
|
92.9K
$746K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 5.35% |
$19.8K - $21.9K
|
47.1K
$378K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.84K- 6.55% |
$13.7K - $15.2K
|
26.3K
$211K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.18% |
$149 - $165
|
11.2K
$89.9K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-15K- 38.02% |
$112K - $123K
|
24.4K
$196K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.25K+ 2.84% |
$9.31K - $10.3K
|
45.3K
$363K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41+ 0.2% |
$305 - $337
|
20.3K
$163K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.1K+ 13.8% |
$552K - $610K
|
611K
$4.91M
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.34K- 1.34% |
$39.8K - $43.9K
|
393K
$3.16M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 4.45% |
$101K - $111K
|
317K
$2.55M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.69K- 5.91% |
$35K - $38.6K
|
74.7K
$600K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.57K+ 64.08% |
$34K - $37.6K
|
11.7K
$93.9K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.1K+ 0.91% |
$30.5K - $33.7K
|
454K
$3.65M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-988- 27.17% |
$7.36K - $8.13K
|
2.65K
$21.3K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.18% |
$201 - $222
|
15.2K
$122K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4.44KNew |
$33.1K - $36.5K
|
4.44K
$35.7K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.75K- 55.21% |
$13.1K - $14.4K
|
1.42K
$11.4K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
586+ 1.79% |
$4.37K - $4.82K
|
33.3K
$267K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 24.41% |
$2.24K - $2.47K
|
1.53K
$12.3K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.4K+ 15.27% |
$264K - $292K
|
267K
$2.15M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
52+ 2.64% |
$387 - $428
|
2.02K
$16.2K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-352- 1.45% |
$2.62K - $2.9K
|
23.9K
$192K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
84+ 0.73% |
$626 - $691
|
11.7K
$93.6K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 7.15% |
$77.5K - $85.7K
|
156K
$1.25M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5.3K+ 49.0% |
$39.5K - $43.6K
|
16.1K
$129K
|