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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$499K - $533K
|
73K
$600K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
395New |
$2.7K - $2.88K
|
395
$3.25K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.26K- 10.48% |
$63.2K - $67.6K
|
79.1K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.33K- 96.11% |
$22.8K - $24.3K
|
135
$1.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6.72K- 19.84% |
$45.9K - $49.1K
|
27.1K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.47K+ 13.04% |
$16.9K - $18K
|
21.4K
$176K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.37K - $1.46K
|
200
$1.64K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 3.47% |
$17.7K - $18.9K
|
72K
$592K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.78KNew |
$32.6K - $34.9K
|
4.78K
$39.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.6K+ 38.91% |
$86K - $91.9K
|
45K
$370K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.02K- 58.43% |
$13.8K - $14.7K
|
1.44K
$11.8K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-282KClosed |
$1.68M - $1.91M
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.79K+ 2727.58% |
$58.4K - $66.2K
|
10.2K
$83.4K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.4KNew |
$277K - $314K
|
46.4K
$381K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.98KNew |
$11.8K - $13.4K
|
1.98K
$16.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.06KNew |
$6.29K - $7.14K
|
1.06K
$8.68K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9KNew |
$76.6K - $86.9K
|
12.9K
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.4KNew |
$67.7K - $76.8K
|
11.4K
$93.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
304+ 37.95% |
$1.81K - $2.06K
|
1.11K
$9.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.2KNew |
$90.4K - $103K
|
15.2K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$18.3K - $20.7K
|
3.07K
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
14.2KNew |
$84.4K - $95.7K
|
14.2K
$116K
|
|
|
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
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27KNew |
$161K - $183K
|
27K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$1.19M - $1.35M
|
200K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4New |
$23.8 - $27
|
4
$32.9
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.8KNew |
$52.4K - $59.5K
|
8.8K
$72.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.24M+ 648.46% |
$7.38M - $8.37M
|
1.43M
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
800+ 2.35% |
$4.77K - $5.41K
|
34.9K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.08K- 22.12% |
$42.2K - $47.9K
|
24.9K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14New |
$83.4 - $94.6
|
14
$115
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.1KNew |
$173K - $196K
|
29.1K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
259K+ 60.46% |
$1.54M - $1.75M
|
687K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$79.7K - $90.4K
|
13.4K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
53KNew |
$316K - $358K
|
53K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.21KNew |
$43K - $48.7K
|
7.21K
$59.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$5.98K - $6.78K
|
1K
$8.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
123KNew |
$731K - $829K
|
123K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.8KNew |
$70.1K - $79.6K
|
11.8K
$96.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
219New |
$1.31K - $1.48K
|
219
$1.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494New |
$2.94K - $3.34K
|
494
$4.06K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.8KNew |
$64.6K - $73.3K
|
10.8K
$89.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
13.7KNew |
$81.4K - $92.3K
|
13.7K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
13.5KNew |
$80.4K - $91.2K
|
13.5K
$111K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.9KNew |
$94.8K - $107K
|
15.9K
$131K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
18.2KNew |
$109K - $123K
|
18.2K
$150K
|
|
|
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
$129K
|
|