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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
929New |
$6.35K - $6.78K
|
929
$7.33K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.1K- 23.15% |
$362K - $387K
|
176K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-27K- 69.23% |
$184K - $197K
|
12K
$94.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.2K+ 363.46% |
$657K - $702K
|
123K
$967K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.68KNew |
$11.5K - $12.3K
|
1.68K
$13.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.22KNew |
$63K - $67.3K
|
9.22K
$72.8K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-168K- 96.9% |
$1.15M - $1.23M
|
5.38K
$42.4K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16K- 26.51% |
$110K - $117K
|
44.5K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.55K+ 13.44% |
$44.7K - $47.8K
|
55.3K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 9.09% |
$34.2K - $36.5K
|
50K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 103.11% |
$47.6K - $50.9K
|
13.7K
$108K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.59K- 15.62% |
$24.5K - $26.2K
|
19.4K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.98KNew |
$13.5K - $14.4K
|
1.98K
$15.6K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11KNew |
$75K - $80.2K
|
11K
$86.7K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$68.3K - $73K
|
10K
$78.9K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$117K - $125K
|
17.2K
$135K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
36.5KNew |
$249K - $266K
|
36.5K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-308- 2.1% |
$2.1K - $2.25K
|
14.3K
$113K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4KNew |
$16.4K - $17.5K
|
2.4K
$18.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$499K - $533K
|
73K
$576K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
395New |
$2.7K - $2.88K
|
395
$3.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.26K- 10.48% |
$63.2K - $67.6K
|
79.1K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.33K- 96.11% |
$22.8K - $24.3K
|
135
$1.07K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.98K- 11.0% |
$13.5K - $14.4K
|
16K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6.72K- 19.84% |
$45.9K - $49.1K
|
27.1K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.47K+ 13.04% |
$16.9K - $18K
|
21.4K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.37K - $1.46K
|
200
$1.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 3.47% |
$17.7K - $18.9K
|
72K
$568K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.78KNew |
$32.6K - $34.9K
|
4.78K
$37.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.6K+ 38.91% |
$86K - $91.9K
|
45K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.02K- 58.43% |
$13.8K - $14.7K
|
1.44K
$11.3K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.79K+ 2727.58% |
$58.4K - $66.2K
|
10.2K
$80.1K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.4KNew |
$277K - $314K
|
46.4K
$366K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.98KNew |
$11.8K - $13.4K
|
1.98K
$15.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.06KNew |
$6.29K - $7.14K
|
1.06K
$8.33K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$59.6K - $67.6K
|
10K
$78.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9KNew |
$76.6K - $86.9K
|
12.9K
$101K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.4KNew |
$67.7K - $76.8K
|
11.4K
$89.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
14.2KNew |
$84.4K - $95.7K
|
14.2K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$18.3K - $20.7K
|
3.07K
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.2KNew |
$90.4K - $103K
|
15.2K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
304+ 37.95% |
$1.81K - $2.06K
|
1.11K
$8.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
856K+ 2069.2% |
$5.1M - $5.79M
|
897K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4New |
$23.8 - $27
|
4
$31.6
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.8KNew |
$52.4K - $59.5K
|
8.8K
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$1.19M - $1.35M
|
200K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27KNew |
$161K - $183K
|
27K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.24M+ 648.46% |
$7.38M - $8.37M
|
1.43M
$11.3M
|
|