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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
478New |
$3.51K - $4.16K
|
478
$3.84K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3K- 2.35% |
$22.1K - $26.1K
|
125K
$1M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
67New |
$492 - $584
|
67
$538
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
67New |
$492 - $584
|
67
$538
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-5KClosed |
$36.8K - $43.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2KClosed |
$14.7K - $17.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-800Closed |
$5.88K - $6.97K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23KNew |
$186K - $227K
|
23K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10.4KClosed |
$84K - $103K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2KClosed |
$16.2K - $19.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625Closed |
$5.05K - $6.17K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-22.6KClosed |
$183K - $223K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$140K - $171K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-10.5KClosed |
$84.8K - $104K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-500Closed |
$4.04K - $4.94K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-3.6KClosed |
$29.1K - $35.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-12.9KClosed |
$104K - $127K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-600Closed |
$4.85K - $5.92K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 16.67% |
$8.08K - $9.87K
|
5K
$40.2K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7KClosed |
$64.5K - $69.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.4KNew |
$12.9K - $14K
|
1.4K
$11.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-5KClosed |
$46.1K - $50K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-998Closed |
$9.2K - $9.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 50.69% |
$128K - $139K
|
13.5K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.71KNew |
$25K - $27.1K
|
2.71K
$21.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-577Closed |
$5.32K - $5.76K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.43K- 19.86% |
$50.1K - $54.3K
|
21.9K
$176K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-22.1KClosed |
$204K - $221K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
350New |
$3.23K - $3.5K
|
350
$2.81K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.25KClosed |
$12.3K - $12.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.3KClosed |
$101K - $104K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70.5KClosed |
$691K - $709K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.39KNew |
$33.2K - $34.1K
|
3.39K
$27.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-17.5KClosed |
$171K - $176K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.7KNew |
$105K - $108K
|
10.7K
$86.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
136New |
$1.33K - $1.37K
|
136
$1.09K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-37KClosed |
$363K - $372K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-745Closed |
$7.05K - $7.46K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-12.5KClosed |
$118K - $125K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-121Closed |
$1.14K - $1.21K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.75KClosed |
$26K - $27.5K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-83Closed |
$785 - $831
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-6.6KClosed |
$62.4K - $66.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-14.6KClosed |
$138K - $146K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-410Closed |
$3.71K - $3.89K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
SELL
|
- |
-1KClosed |
$9.05K - $9.49K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-130Closed |
$1.18K - $1.23K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10KClosed |
$90.5K - $94.9K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-258Closed |
$2.33K - $2.45K
|
0
$0
|
|