Purchases and Sales Made in Q1 2023 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q1 2023. 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 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
880KNew |
$5.33M - $7.06M
|
880K
$7.16M
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
233KNew |
$1.41M - $1.87M
|
233K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
216K+ 362.08% |
$1.31M - $1.73M
|
275K
$2.24M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 8.19% |
$668K - $885K
|
1.46M
$11.9M
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
107K+ 196.12% |
$647K - $858K
|
161K
$1.31M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.5K+ 11.56% |
$482K - $639K
|
768K
$6.25M
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
72.9K+ 86.4% |
$442K - $585K
|
157K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.6K+ 27.94% |
$440K - $583K
|
332K
$2.7M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
66K+ 5.94% |
$400K - $530K
|
1.18M
$9.58M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
65.9K+ 73.41% |
$399K - $529K
|
156K
$1.27M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
58.5KNew |
$355K - $470K
|
58.5K
$476K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.7K+ 69.7% |
$289K - $383K
|
116K
$946K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
45.5K+ 13.51% |
$276K - $365K
|
382K
$3.11M
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
40.5K+ 14.54% |
$246K - $325K
|
319K
$2.6M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.6K+ 14.67% |
$240K - $318K
|
309K
$2.52M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 12.25% |
$230K - $305K
|
348K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.1KNew |
$219K - $290K
|
36.1K
$294K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
34.8KNew |
$211K - $279K
|
34.8K
$283K
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
34.1KNew |
$207K - $274K
|
34.1K
$277K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.3KNew |
$153K - $203K
|
25.3K
$206K
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
24K+ 47.88% |
$146K - $193K
|
74.2K
$604K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 5.39% |
$143K - $189K
|
460K
$3.75M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.6KNew |
$119K - $157K
|
19.6K
$160K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 913.91% |
$117K - $155K
|
21.4K
$174K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.2K+ 6.48% |
$117K - $154K
|
316K
$2.57M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.3KNew |
$111K - $147K
|
18.3K
$149K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.3K+ 104.81% |
$92.7K - $123K
|
29.9K
$243K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
14.3K+ 30.18% |
$86.8K - $115K
|
61.8K
$503K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.7K+ 4.02% |
$83.3K - $110K
|
356K
$2.9M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$76.1K - $101K
|
12.6K
$102K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.3KNew |
$74.2K - $98.4K
|
12.3K
$99.7K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$70.2K - $93K
|
11.6K
$94.3K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$61.5K - $81.4K
|
10.1K
$82.5K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
9.33KNew |
$56.5K - $74.9K
|
9.33K
$75.9K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.97K+ 5.21% |
$54.4K - $72.1K
|
181K
$1.48M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.37K+ 26.1% |
$44.7K - $59.2K
|
35.6K
$290K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7K+ 8.06% |
$42.4K - $56.2K
|
93.8K
$764K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.59K+ 6.17% |
$39.9K - $52.9K
|
113K
$923K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.87K+ 117.0% |
$23.5K - $31.1K
|
7.19K
$58.5K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36K+ 2.17% |
$20.4K - $27K
|
159K
$1.29M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.24K+ 8.11% |
$19.6K - $26K
|
43.1K
$351K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$18.2K - $24.1K
|
3K
$24.4K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52K+ 3.47% |
$15.2K - $20.2K
|
75.1K
$611K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.02KNew |
$12.2K - $16.2K
|
2.02K
$16.5K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.92K+ 511.7% |
$11.7K - $15.4K
|
2.3K
$18.7K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 9.08% |
$9.7K - $12.8K
|
19.2K
$156K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 8.95% |
$8.84K - $11.7K
|
17.8K
$145K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$8.48K - $11.2K
|
1.4K
$11.4K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.96% |
$7.88K - $10.4K
|
17.6K
$143K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 23.69% |
$6.91K - $9.15K
|
5.95K
$48.5K
|