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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.5K- 36.2% |
$250K - $276K
|
59K
$478K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-15K- 38.02% |
$112K - $123K
|
24.4K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.2K- 25.87% |
$83.1K - $91.8K
|
32K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.39K- 29.29% |
$47.6K - $52.6K
|
15.4K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-6K- 30.23% |
$44.7K - $49.4K
|
13.9K
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.66K- 36.43% |
$42.1K - $46.5K
|
9.87K
$79.9K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.39K- 23.71% |
$17.8K - $19.7K
|
7.7K
$62.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.3K- 2.42% |
$17.1K - $18.9K
|
92.9K
$753K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 16.67% |
$14.9K - $16.5K
|
10K
$81K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-988- 6.28% |
$7.36K - $8.13K
|
14.7K
$119K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-887- 6.61% |
$6.61K - $7.3K
|
12.5K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-148- 24.3% |
$1.1K - $1.22K
|
461
$3.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 2.45% |
$730 - $807
|
3.9K
$31.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 0.18% |
$291 - $321
|
21.5K
$174K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.02% |
$7.45 - $8.23
|
4.94K
$40K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.99M- 28.22% |
$13.5M - $14.9M
|
5.06M
$40.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-358K- 81.61% |
$2.43M - $2.69M
|
80.6K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-26.8K- 51.93% |
$182K - $202K
|
24.8K
$201K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.9K- 51.71% |
$156K - $172K
|
21.4K
$173K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.67K- 39.57% |
$45.3K - $50.1K
|
10.2K
$82.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.96K- 1.93% |
$26.9K - $29.7K
|
201K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.55K- 59.01% |
$24.1K - $26.7K
|
2.46K
$19.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.49K- 18.14% |
$16.9K - $18.7K
|
11.2K
$91.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.03K- 1.73% |
$6.98K - $7.72K
|
58.4K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-829- 2.13% |
$5.64K - $6.23K
|
38.1K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 13.92% |
$673 - $744
|
612
$4.96K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 0.21% |
$34 - $37.6
|
2.39K
$19.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-321K- 96.4% |
$2.19M - $2.35M
|
12K
$97.2K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-168K- 96.9% |
$1.15M - $1.23M
|
5.38K
$43.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.1K- 23.15% |
$362K - $387K
|
176K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-27K- 69.23% |
$184K - $197K
|
12K
$97.2K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16K- 26.51% |
$110K - $117K
|
44.5K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.26K- 10.48% |
$63.2K - $67.6K
|
79.1K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6.72K- 19.84% |
$45.9K - $49.1K
|
27.1K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 9.09% |
$34.2K - $36.5K
|
50K
$405K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.59K- 15.62% |
$24.5K - $26.2K
|
19.4K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.33K- 96.11% |
$22.8K - $24.3K
|
135
$1.09K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 3.47% |
$17.7K - $18.9K
|
72K
$583K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.02K- 58.43% |
$13.8K - $14.7K
|
1.44K
$11.6K
|
|
|
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 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-308- 2.1% |
$2.1K - $2.25K
|
14.3K
$116K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.08K- 22.12% |
$42.2K - $47.9K
|
24.9K
$202K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317K- 52.9% |
$1.98M - $2.1M
|
282K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-178K- 66.57% |
$1.11M - $1.18M
|
89.3K
$723K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.5K- 41.46% |
$53.2K - $56.3K
|
12K
$97.2K
|
|
|
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
$85.1K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-101K- 84.67% |
$605K - $661K
|
18.3K
$148K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10KClosed |
$59.9K - $65.5K
|
0
$0
|
|