Latest Institutional Purchases of Nuveen Preferred & Income Opportunities Fund (JPC)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.68% |
$4.02K - $4.44K
|
80.2K
$653K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
511+ 2.43% |
$3.81K - $4.21K
|
21.6K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
364+ 2.6% |
$2.71K - $3K
|
14.3K
$117K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
355+ 4.69% |
$2.64K - $2.92K
|
7.93K
$64.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
340+ 1.59% |
$2.53K - $2.8K
|
21.8K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 24.41% |
$2.24K - $2.47K
|
1.53K
$12.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
200+ 0.6% |
$1.49K - $1.65K
|
33.3K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
197+ 9.96% |
$1.47K - $1.62K
|
2.17K
$17.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 0.41% |
$1.44K - $1.59K
|
47.4K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
191+ 1.9% |
$1.42K - $1.57K
|
10.3K
$83.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 805.0% |
$1.2K - $1.33K
|
181
$1.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 0.42% |
$916 - $1.01K
|
29.1K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.66% |
$767 - $848
|
15.7K
$128K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
84+ 0.73% |
$626 - $691
|
11.7K
$94.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 1.43% |
$618 - $683
|
5.88K
$47.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
74+ 0.14% |
$551 - $609
|
53.8K
$438K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
52+ 2.64% |
$387 - $428
|
2.02K
$16.5K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 0.41% |
$320 - $354
|
10.6K
$86.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43+ 0.05% |
$320 - $354
|
90.6K
$737K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41+ 0.2% |
$305 - $337
|
20.3K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.18% |
$201 - $222
|
15.2K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$194 - $214
|
26
$212
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.18% |
$149 - $165
|
11.2K
$91.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.08% |
$82 - $90.5
|
13.2K
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 2.7% |
$59.6 - $65.8
|
304
$2.47K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.95% |
$29.8 - $32.9
|
427
$3.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 4.35% |
$7.45 - $8.23
|
24
$195
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.76% |
$7.45 - $8.23
|
22
$179
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.1K+ 354.95% |
$272K - $301K
|
51.3K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
38.5K+ 321.4% |
$262K - $290K
|
50.5K
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$133K - $147K
|
19.5K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15KNew |
$102K - $113K
|
15K
$122K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.8KNew |
$87.2K - $96.5K
|
12.8K
$104K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
11.7KNew |
$79.3K - $87.7K
|
11.7K
$95K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.6KNew |
$78.6K - $86.9K
|
11.6K
$94.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10.7KNew |
$72.7K - $80.4K
|
10.7K
$87K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.3KNew |
$69.7K - $77.1K
|
10.3K
$83.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5K+ 50.0% |
$34K - $37.6K
|
15K
$122K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.34K+ 34.59% |
$29.5K - $32.6K
|
16.9K
$138K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.45KNew |
$23.5K - $25.9K
|
3.45K
$28.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.97KNew |
$20.2K - $22.3K
|
2.97K
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.5K+ 8.1% |
$17K - $18.8K
|
33.4K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.37K+ 17.93% |
$16.1K - $17.8K
|
15.6K
$127K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
965New |
$6.56K - $7.26K
|
965
$7.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814New |
$5.54K - $6.12K
|
814
$6.63K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
597+ 5.85% |
$4.06K - $4.49K
|
10.8K
$88K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.4K - $3.76K
|
500
$4.07K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
481New |
$3.27K - $3.62K
|
481
$3.92K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
477New |
$3.24K - $3.59K
|
477
$3.88K
|
|