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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-7.58K- 39.69% |
$45.3K - $49.6K
|
11.5K
$93.3K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.22K- 12.88% |
$37.2K - $40.7K
|
42.1K
$341K
|
|
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
$1.1K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.23K- 2.9% |
$55.1K - $63.5K
|
275K
$2.23M
|
|
Q3 2022 | |||||||
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-25.1KClosed |
$174K - $211K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.31K- 62.43% |
$57.5K - $69.9K
|
5K
$40.5K
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3K- 18.18% |
$20.8K - $25.2K
|
13.5K
$109K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-917- 17.96% |
$6.35K - $7.71K
|
4.19K
$33.9K
|
|
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
$1.01M
|
|
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
$40.5K
|
|
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
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.43K- 19.86% |
$50.1K - $54.3K
|
21.9K
$178K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-5KClosed |
$46.1K - $50K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-998Closed |
$9.2K - $9.97K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-577Closed |
$5.32K - $5.76K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70.5KClosed |
$691K - $709K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-37KClosed |
$363K - $372K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-17.5KClosed |
$171K - $176K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-14.6KClosed |
$138K - $146K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-12.5KClosed |
$118K - $125K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.75KClosed |
$26K - $27.5K
|
0
$0
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-745Closed |
$7.05K - $7.46K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-121Closed |
$1.14K - $1.21K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-83Closed |
$785 - $831
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10KClosed |
$90.5K - $94.9K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
SELL
|
- |
-1KClosed |
$9.05K - $9.49K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-410Closed |
$3.71K - $3.89K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-258Closed |
$2.33K - $2.45K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-130Closed |
$1.18K - $1.23K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-35KClosed |
$288K - $333K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-20.1KClosed |
$166K - $191K
|
0
$0
|