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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
400+ 0.28% |
$2.42K - $3.21K
|
142K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
131+ 1.23% |
$794 - $1.05K
|
10.8K
$86.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$152 - $201
|
25
$201
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.15% |
$133 - $177
|
14.7K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.11% |
$109 - $145
|
15.9K
$128K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.46% |
$90.9 - $120
|
3.25K
$26.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.02% |
$78.8 - $104
|
62.9K
$505K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$12.1 - $16.1
|
24.7K
$199K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81.4K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-300- 0.29% |
$1.82K - $2.41K
|
104K
$831K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-494- 78.41% |
$2.99K - $3.97K
|
136
$1.09K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-625- 4.33% |
$3.79K - $5.02K
|
13.8K
$111K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-801Closed |
$4.85K - $6.43K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.19K- 5.79% |
$7.24K - $9.59K
|
19.4K
$156K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.2K- 1.38% |
$7.29K - $9.66K
|
85.9K
$689K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 8.32% |
$9.7K - $12.8K
|
17.6K
$142K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 4.21% |
$12K - $15.9K
|
45K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.34K- 4.68% |
$14.2K - $18.8K
|
47.7K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.6K- 5.11% |
$15.8K - $20.9K
|
48.3K
$388K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 2.68% |
$16.1K - $21.3K
|
96.4K
$774K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.75K- 7.27% |
$16.7K - $22.1K
|
35.1K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.84K- 20.38% |
$17.2K - $22.8K
|
11.1K
$89.1K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-3.48K- 11.14% |
$21.1K - $27.9K
|
27.7K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.42K- 5.23% |
$26.8K - $35.5K
|
80.1K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.63K- 24.75% |
$28K - $37.1K
|
14.1K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.13K- 92.43% |
$31.1K - $41.2K
|
420
$3.37K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.53K- 1.97% |
$33.5K - $44.4K
|
276K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.26K- 11.86% |
$38K - $50.3K
|
46.6K
$374K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-6.5K- 15.66% |
$39.4K - $52.2K
|
35K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.09K- 12.3% |
$43K - $56.9K
|
50.6K
$406K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.48K- 5.68% |
$45.3K - $60.1K
|
124K
$997K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.3K- 10.99% |
$50.3K - $66.7K
|
67.2K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-11K- 1.17% |
$66.5K - $88.2K
|
925K
$7.43M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 5.34% |
$72.4K - $95.9K
|
212K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.9K- 7.63% |
$78.4K - $104K
|
157K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-13.1K- 23.09% |
$79.2K - $105K
|
43.5K
$350K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 7.19% |
$91.3K - $121K
|
194K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 43.61% |
$105K - $139K
|
22.3K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-25.9K- 99.01% |
$157K - $208K
|
258
$2.07K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.9K- 2.49% |
$194K - $257K
|
1.25M
$10M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-33.3KClosed |
$202K - $268K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.7K- 12.53% |
$241K - $319K
|
277K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.6K- 20.37% |
$288K - $382K
|
186K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48.4K- 2.97% |
$294K - $389K
|
1.58M
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-58.1K- 20.13% |
$352K - $467K
|
231K
$1.85M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-265K- 44.3% |
$1.61M - $2.13M
|
334K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-435K- 22.98% |
$2.63M - $3.49M
|
1.46M
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.45M- 42.3% |
$8.81M - $11.7M
|
1.98M
$15.9M
|