Purchases and Sales Made in Q1 2022 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.8K- 24.62% |
$168K - $205K
|
63.7K
$518K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.2KClosed |
$171K - $209K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-22.6KClosed |
$183K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-26.5K- 5.49% |
$214K - $262K
|
457K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-28.5KClosed |
$230K - $281K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-32K- 74.7% |
$259K - $316K
|
10.9K
$88.4K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.2K- 19.57% |
$309K - $377K
|
157K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.3K- 6.19% |
$519K - $635K
|
974K
$7.93M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.3K- 19.93% |
$609K - $744K
|
303K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-103K- 2.68% |
$833K - $1.02M
|
3.74M
$30.4M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-287K- 71.03% |
$2.32M - $2.83M
|
117K
$953K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-288K- 58.84% |
$2.33M - $2.85M
|
202K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-417K- 25.99% |
$3.37M - $4.12M
|
1.19M
$9.67M
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-650K- 27.58% |
$5.26M - $6.42M
|
1.71M
$13.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-938K- 44.14% |
$7.58M - $9.26M
|
1.19M
$9.67M
|