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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.3KNew |
$69.7K - $77.1K
|
10.3K
$84.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.49K- 18.14% |
$16.9K - $18.7K
|
11.2K
$92.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.37K+ 17.93% |
$16.1K - $17.8K
|
15.6K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-358K- 81.61% |
$2.43M - $2.69M
|
80.6K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
23+ 0.9% |
$156 - $173
|
2.57K
$21.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
11.7KNew |
$79.3K - $87.7K
|
11.7K
$95.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
477New |
$3.24K - $3.59K
|
477
$3.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.03K- 1.73% |
$6.98K - $7.72K
|
58.4K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.14% |
$129 - $143
|
13.6K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814New |
$5.54K - $6.12K
|
814
$6.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.67K- 39.57% |
$45.3K - $50.1K
|
10.2K
$83.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.4K - $3.76K
|
500
$4.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.6KNew |
$78.6K - $86.9K
|
11.6K
$95K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.96K- 1.93% |
$26.9K - $29.7K
|
201K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
965New |
$6.56K - $7.26K
|
965
$7.93K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 0.21% |
$34 - $37.6
|
2.39K
$19.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$170 - $188
|
10.2K
$83.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.55K- 59.01% |
$24.1K - $26.7K
|
2.46K
$20.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
597+ 5.85% |
$4.06K - $4.49K
|
10.8K
$88.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.9K- 51.71% |
$156K - $172K
|
21.4K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.45KNew |
$23.5K - $25.9K
|
3.45K
$28.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
481New |
$3.27K - $3.62K
|
481
$3.95K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.8KNew |
$87.2K - $96.5K
|
12.8K
$105K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11KNew |
$75.1K - $80.2K
|
11K
$90.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20KNew |
$137K - $146K
|
20K
$164K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-670Closed |
$4.58K - $4.89K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-321K- 96.4% |
$2.19M - $2.35M
|
12K
$98.6K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88KNew |
$601K - $642K
|
88K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.5KNew |
$98.9K - $106K
|
14.5K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
929New |
$6.35K - $6.78K
|
929
$7.64K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.7KNew |
$305K - $326K
|
44.7K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.1K- 23.15% |
$362K - $387K
|
176K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.2K+ 363.46% |
$657K - $702K
|
123K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-27K- 69.23% |
$184K - $197K
|
12K
$98.6K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.68KNew |
$11.5K - $12.3K
|
1.68K
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.55K+ 13.44% |
$44.7K - $47.8K
|
55.3K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.22KNew |
$63K - $67.3K
|
9.22K
$75.8K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-168K- 96.9% |
$1.15M - $1.23M
|
5.38K
$44.2K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16K- 26.51% |
$110K - $117K
|
44.5K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 9.09% |
$34.2K - $36.5K
|
50K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 103.11% |
$47.6K - $50.9K
|
13.7K
$113K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.59K- 15.62% |
$24.5K - $26.2K
|
19.4K
$160K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.98KNew |
$13.5K - $14.4K
|
1.98K
$16.3K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11KNew |
$75K - $80.2K
|
11K
$90.3K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$68.3K - $73K
|
10K
$82.2K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$117K - $125K
|
17.2K
$141K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4KNew |
$16.4K - $17.5K
|
2.4K
$19.7K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-308- 2.1% |
$2.1K - $2.25K
|
14.3K
$118K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
36.5KNew |
$249K - $266K
|
36.5K
$300K
|
|