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 |
---|---|---|---|---|---|---|---|
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
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.25KClosed |
$12.3K - $12.6K
|
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 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-6.6KClosed |
$62.4K - $66.1K
|
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
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.5KClosed |
$20.6K - $23.8K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-420Closed |
$3.45K - $3.99K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51KClosed |
$12.2K - $13.5K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1KClosed |
$8.07K - $8.93K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.1KClosed |
$105K - $142K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-12.5K- 42.83% |
$81.5K - $110K
|
16.7K
$136K
|
|
Jul 31, 2020
Q2 2020
|
Rb Capital Management, LLC
|
SELL
|
- |
-11KClosed |
$72K - $96.9K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.5KClosed |
$68.5K - $92.2K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Burns J W & CO Inc
|
SELL
|
- |
-10.3KClosed |
$67.3K - $90.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.8KClosed |
$44.4K - $59.8K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.33KClosed |
$8.71K - $11.7K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-425Closed |
$2.78K - $3.74K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-85KClosed |
$428K - $912K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-37.8KClosed |
$190K - $405K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.9KClosed |
$80.1K - $171K
|
0
$0
|
|
Apr 19, 2024
Q1 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.7KClosed |
$68.7K - $147K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.4K- 61.94% |
$62.3K - $133K
|
7.61K
$62K
|
|
Apr 09, 2020
Q1 2020
|
Flc Capital Advisors
|
SELL
|
- |
-11.6KClosed |
$58.1K - $124K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 16, 2020
Q4 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-22KClosed |
$219K - $230K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-13.1KClosed |
$131K - $138K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.86KClosed |
$28.5K - $29.9K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.59KClosed |
$15.8K - $16.6K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-392Closed |
$3.9K - $4.1K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-334Closed |
$3.33K - $3.49K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2019 | |||||||
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.6KClosed |
$53.8K - $56.5K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-3.03KClosed |
$29.2K - $30.6K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-427Closed |
$4.11K - $4.31K
|
0
$0
|