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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
800+ 2.35% |
$4.77K - $5.41K
|
34.9K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.08K- 22.12% |
$42.2K - $47.9K
|
24.9K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.5KNew |
$98.6K - $112K
|
16.5K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14New |
$83.4 - $94.6
|
14
$110
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
53KNew |
$316K - $358K
|
53K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$79.7K - $90.4K
|
13.4K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
259K+ 60.46% |
$1.54M - $1.75M
|
687K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.1KNew |
$173K - $196K
|
29.1K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.21KNew |
$43K - $48.7K
|
7.21K
$56.9K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$5.98K - $6.78K
|
1K
$7.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
123KNew |
$731K - $829K
|
123K
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.8KNew |
$70.1K - $79.6K
|
11.8K
$92.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
219New |
$1.31K - $1.48K
|
219
$1.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494New |
$2.94K - $3.34K
|
494
$3.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
13.5KNew |
$80.4K - $91.2K
|
13.5K
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
13.7KNew |
$81.4K - $92.3K
|
13.7K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.8KNew |
$64.6K - $73.3K
|
10.8K
$85.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.9KNew |
$94.8K - $107K
|
15.9K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
18.2KNew |
$109K - $123K
|
18.2K
$144K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
15.7KNew |
$93.5K - $106K
|
15.7K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11KNew |
$65.4K - $74.2K
|
11K
$86.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
27.4KNew |
$164K - $185K
|
27.4K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
27.2KNew |
$162K - $184K
|
27.2K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$93.7K - $106K
|
15.7K
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.2KNew |
$78.8K - $89.4K
|
13.2K
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$18K - $20.5K
|
3.03K
$23.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11.6KNew |
$68.8K - $78.1K
|
11.6K
$91.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$11.9 - $13.5
|
2
$15.8
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
48KNew |
$286K - $324K
|
48K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$61.7K - $70K
|
10.4K
$81.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
10.1KNew |
$60.1K - $68.2K
|
10.1K
$79.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
20.2KNew |
$121K - $137K
|
20.2K
$160K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.95KNew |
$11.6K - $13.2K
|
1.95K
$15.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
625New |
$3.73K - $4.23K
|
625
$4.93K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.1KNew |
$95.7K - $109K
|
16.1K
$127K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
909New |
$5.42K - $6.14K
|
909
$7.17K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$61K - $69.2K
|
10.2K
$80.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
15.1KNew |
$90.1K - $102K
|
15.1K
$119K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.9KNew |
$70.9K - $80.5K
|
11.9K
$93.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
66New |
$393 - $446
|
66
$521
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33.8KNew |
$202K - $229K
|
33.8K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$27K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-391- 3.59% |
$2.45K - $2.59K
|
10.5K
$82.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-178K- 66.57% |
$1.11M - $1.18M
|
89.3K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
183KNew |
$1.14M - $1.21M
|
183K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.8KNew |
$80.1K - $84.7K
|
12.8K
$101K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-696- 4.3% |
$4.36K - $4.61K
|
15.5K
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
440KNew |
$2.75M - $2.91M
|
440K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25KNew |
$157K - $166K
|
25K
$197K
|
|