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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98.7K+ 12.05% |
$736K - $813K
|
918K
$7.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.66K- 36.43% |
$42.1K - $46.5K
|
9.87K
$79.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
344K+ 707.84% |
$2.56M - $2.83M
|
392K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.7K+ 70.28% |
$94.6K - $105K
|
30.8K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.5KNew |
$265K - $292K
|
35.5K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-987- 2.76% |
$7.35K - $8.12K
|
34.8K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.02% |
$7.45 - $8.23
|
4.94K
$39.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$97.4K - $108K
|
13.1K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.84K- 1.69% |
$65.9K - $72.8K
|
514K
$4.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.9K+ 4.77% |
$744K - $822K
|
2.19M
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.2KNew |
$106K - $117K
|
14.2K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 8.01% |
$1.42M - $1.56M
|
2.56M
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.68% |
$4.02K - $4.44K
|
80.2K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
541+ 1.33% |
$4.03K - $4.45K
|
41.3K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 7.22% |
$334K - $369K
|
667K
$5.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$22.4K - $24.7K
|
3K
$24.1K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.6K- 1.46% |
$11.9K - $13.2K
|
108K
$866K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
355+ 4.69% |
$2.64K - $2.92K
|
7.93K
$63.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 7.6% |
$12.5K - $13.8K
|
23.8K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.6KNew |
$206K - $228K
|
27.6K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53.1K+ 5.22% |
$395K - $437K
|
1.07M
$8.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 0.23% |
$8.98K - $9.93K
|
530K
$4.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.5K- 36.2% |
$250K - $276K
|
59K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 2.7% |
$59.6 - $65.8
|
304
$2.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.24K- 3.1% |
$24.1K - $26.7K
|
101K
$812K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 805.0% |
$1.2K - $1.33K
|
181
$1.45K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-482- 3.91% |
$3.59K - $3.97K
|
11.8K
$95.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.95K- 2.36% |
$14.5K - $16.1K
|
80.6K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-425- 0.93% |
$3.17K - $3.5K
|
45.5K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$80.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
18.7K+ 40.52% |
$140K - $154K
|
64.9K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.18K- 6.88% |
$8.8K - $9.72K
|
16K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106- 4.58% |
$790 - $872
|
2.21K
$17.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.5KNew |
$108K - $120K
|
14.5K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.76% |
$7.45 - $8.23
|
22
$177
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43+ 0.05% |
$320 - $354
|
90.6K
$727K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-887- 6.61% |
$6.61K - $7.3K
|
12.5K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.12K+ 33.01% |
$30.7K - $33.9K
|
16.6K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 0.18% |
$291 - $321
|
21.5K
$173K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$10K - $11K
|
1.34K
$10.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 2.45% |
$730 - $807
|
3.9K
$31.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.49K+ 74.13% |
$40.9K - $45.2K
|
12.9K
$104K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-1.18K- 1.72% |
$8.78K - $9.7K
|
67.2K
$540K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.55KNew |
$11.5K - $12.7K
|
1.55K
$12.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-988- 6.28% |
$7.36K - $8.13K
|
14.7K
$118K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.6KNew |
$123K - $136K
|
16.6K
$133K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 16.67% |
$14.9K - $16.5K
|
10K
$80.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.64K+ 17.85% |
$12.2K - $13.5K
|
10.9K
$87.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.47K+ 4.72% |
$18.4K - $20.3K
|
54.8K
$440K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.4K- 5.6% |
$137K - $152K
|
310K
$2.49M
|