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 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.5K- 36.2% |
$250K - $276K
|
59K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$78.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.5KNew |
$108K - $120K
|
14.5K
$115K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 0.18% |
$291 - $321
|
21.5K
$170K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-887- 6.61% |
$6.61K - $7.3K
|
12.5K
$98.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$10K - $11K
|
1.34K
$10.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 2.45% |
$730 - $807
|
3.9K
$30.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-988- 6.28% |
$7.36K - $8.13K
|
14.7K
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.55KNew |
$11.5K - $12.7K
|
1.55K
$12.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 16.67% |
$14.9K - $16.5K
|
10K
$78.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.6KNew |
$123K - $136K
|
16.6K
$131K
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
49+ 0.02% |
$333 - $368
|
290K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-26.8K- 51.93% |
$182K - $202K
|
24.8K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.97KNew |
$20.2K - $22.3K
|
2.97K
$23.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.99M- 28.22% |
$13.5M - $14.9M
|
5.06M
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10.7KNew |
$72.7K - $80.4K
|
10.7K
$84.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-829- 2.13% |
$5.64K - $6.23K
|
38.1K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15KNew |
$102K - $113K
|
15K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 13.92% |
$673 - $744
|
612
$4.83K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.3KNew |
$69.7K - $77.1K
|
10.3K
$80.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.49K- 18.14% |
$16.9K - $18.7K
|
11.2K
$88.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.37K+ 17.93% |
$16.1K - $17.8K
|
15.6K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-358K- 81.61% |
$2.43M - $2.69M
|
80.6K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
23+ 0.9% |
$156 - $173
|
2.57K
$20.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
11.7KNew |
$79.3K - $87.7K
|
11.7K
$92.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
477New |
$3.24K - $3.59K
|
477
$3.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.03K- 1.73% |
$6.98K - $7.72K
|
58.4K
$461K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.14% |
$129 - $143
|
13.6K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814New |
$5.54K - $6.12K
|
814
$6.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.67K- 39.57% |
$45.3K - $50.1K
|
10.2K
$80.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.4K - $3.76K
|
500
$3.95K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.6KNew |
$78.6K - $86.9K
|
11.6K
$91.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.96K- 1.93% |
$26.9K - $29.7K
|
201K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
965New |
$6.56K - $7.26K
|
965
$7.61K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$170 - $188
|
10.2K
$80.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 0.21% |
$34 - $37.6
|
2.39K
$18.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.55K- 59.01% |
$24.1K - $26.7K
|
2.46K
$19.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.9K- 51.71% |
$156K - $172K
|
21.4K
$169K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
597+ 5.85% |
$4.06K - $4.49K
|
10.8K
$85.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.45KNew |
$23.5K - $25.9K
|
3.45K
$27.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
481New |
$3.27K - $3.62K
|
481
$3.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.8KNew |
$87.2K - $96.5K
|
12.8K
$101K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20KNew |
$137K - $146K
|
20K
$158K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-670Closed |
$4.58K - $4.89K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88KNew |
$601K - $642K
|
88K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.7KNew |
$305K - $326K
|
44.7K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11KNew |
$75.1K - $80.2K
|
11K
$86.7K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.5KNew |
$98.9K - $106K
|
14.5K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-321K- 96.4% |
$2.19M - $2.35M
|
12K
$94.7K
|
|