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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$11.9 - $13.5
|
2
$16.2
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
440KNew |
$2.75M - $2.91M
|
440K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
183KNew |
$1.14M - $1.21M
|
183K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25KNew |
$157K - $166K
|
25K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.8KNew |
$80.1K - $84.7K
|
12.8K
$104K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.75KNew |
$42.3K - $44.7K
|
6.75K
$54.8K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
53.9KNew |
$322K - $353K
|
53.9K
$438K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
38K+ 11.89% |
$227K - $248K
|
357K
$2.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.5KNew |
$68.8K - $75.3K
|
11.5K
$93.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.32K+ 19.3% |
$49.8K - $54.4K
|
51.5K
$418K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
58.5KNew |
$355K - $470K
|
58.5K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.3KNew |
$153K - $203K
|
25.3K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
9.33KNew |
$56.5K - $74.9K
|
9.33K
$75.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$8.48K - $11.2K
|
1.4K
$11.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$82.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25KNew |
$168K - $193K
|
25K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$136K - $157K
|
20.4K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17KNew |
$114K - $131K
|
17K
$138K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.8KNew |
$72.4K - $83.4K
|
10.8K
$87.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$13.4K - $15.4K
|
2K
$16.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
801New |
$5.37K - $6.18K
|
801
$6.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$6.7 - $7.72
|
1
$8.12
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
13KNew |
$90K - $109K
|
13K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5K+ 33.33% |
$34.6K - $42.1K
|
20K
$162K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$5.19K - $6.31K
|
750
$6.09K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
302New |
$2.09K - $2.54K
|
302
$2.45K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
134+ 1.29% |
$927 - $1.13K
|
10.5K
$85.4K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.2KNew |
$75K - $88.8K
|
10.2K
$82.8K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$36K - $42.7K
|
4.9K
$39.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$29.4K - $34.8K
|
4K
$32.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.11KNew |
$22.8K - $27K
|
3.11K
$25.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17KNew |
$15.9K - $18.9K
|
2.17K
$17.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
478New |
$3.51K - $4.16K
|
478
$3.88K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
67New |
$492 - $584
|
67
$544
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
67New |
$492 - $584
|
67
$544
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
18+ 1.97% |
$132 - $157
|
931
$7.56K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23KNew |
$186K - $227K
|
23K
$186K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.71KNew |
$25K - $27.1K
|
2.71K
$22K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.4KNew |
$12.9K - $14K
|
1.4K
$11.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
350New |
$3.23K - $3.5K
|
350
$2.84K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.7KNew |
$105K - $108K
|
10.7K
$87.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.39KNew |
$33.2K - $34.1K
|
3.39K
$27.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
136New |
$1.33K - $1.37K
|
136
$1.1K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
79.3KNew |
$399K - $851K
|
79.3K
$644K
|
|
| Q4 2019 | |||||||
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.58KNew |
$15.7K - $16.5K
|
1.58K
$12.8K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
43.5KNew |
$405K - $431K
|
43.5K
$353K
|
|