Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.79K- 96.46% |
$66.9K - $71.5K
|
359
$2.92K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.26K- 10.48% |
$63.2K - $67.6K
|
79.1K
$644K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6.72K- 19.84% |
$45.9K - $49.1K
|
27.1K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 9.09% |
$34.2K - $36.5K
|
50K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.59K- 15.62% |
$24.5K - $26.2K
|
19.4K
$158K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.33K- 96.11% |
$22.8K - $24.3K
|
135
$1.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 3.47% |
$17.7K - $18.9K
|
72K
$586K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.02K- 58.43% |
$13.8K - $14.7K
|
1.44K
$11.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.98K- 11.0% |
$13.5K - $14.4K
|
16K
$130K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-670Closed |
$4.58K - $4.89K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-540- 1.44% |
$3.69K - $3.94K
|
37K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-308- 2.1% |
$2.1K - $2.25K
|
14.3K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-109- 0.77% |
$744 - $796
|
14.1K
$115K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.08K- 22.12% |
$42.2K - $47.9K
|
24.9K
$203K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317K- 52.9% |
$1.98M - $2.1M
|
282K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-178K- 66.57% |
$1.11M - $1.18M
|
89.3K
$727K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.5K- 41.46% |
$53.2K - $56.3K
|
12K
$97.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-696- 4.3% |
$4.36K - $4.61K
|
15.5K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-391- 3.59% |
$2.45K - $2.59K
|
10.5K
$85.5K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-101K- 84.67% |
$605K - $661K
|
18.3K
$149K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-7.58K- 39.69% |
$45.3K - $49.6K
|
11.5K
$93.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.22K- 12.88% |
$37.2K - $40.7K
|
42.1K
$343K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-33.3KClosed |
$202K - $268K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-494- 78.41% |
$2.99K - $3.97K
|
136
$1.11K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-36.6K- 8.59% |
$245K - $283K
|
390K
$3.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.23K- 2.9% |
$55.1K - $63.5K
|
275K
$2.24M
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.31K- 62.43% |
$57.5K - $69.9K
|
5K
$40.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3K- 18.18% |
$20.8K - $25.2K
|
13.5K
$110K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-917- 17.96% |
$6.35K - $7.71K
|
4.19K
$34.1K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-50.3KClosed |
$369K - $438K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.24KClosed |
$45.8K - $54.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-5KClosed |
$36.8K - $43.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3K- 2.35% |
$22.1K - $26.1K
|
125K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.9KClosed |
$21.3K - $25.3K
|
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
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$140K - $171K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-12.9KClosed |
$104K - $127K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-10.5KClosed |
$84.8K - $104K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10.4KClosed |
$84K - $103K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-3.6KClosed |
$29.1K - $35.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2KClosed |
$16.2K - $19.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 16.67% |
$8.08K - $9.87K
|
5K
$40.7K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625Closed |
$5.05K - $6.17K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-600Closed |
$4.85K - $5.92K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-500Closed |
$4.04K - $4.94K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-22.1KClosed |
$204K - $221K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 50.69% |
$128K - $139K
|
13.5K
$110K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7KClosed |
$64.5K - $69.9K
|
0
$0
|
|