Purchases and Sales Made in Q1 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2M+ 74.6% |
$8.2M - $8.76M
|
2.81M
$22.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 8.8% |
$7.43M - $7.94M
|
13.5M
$109M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
956K+ 7.64% |
$6.53M - $6.98M
|
13.5M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
956K+ 7.64% |
$6.53M - $6.98M
|
13.5M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
610K+ 32.28% |
$4.17M - $4.45M
|
2.5M
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
324K+ 204.01% |
$2.21M - $2.36M
|
482K
$3.92M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
299K+ 639.83% |
$2.04M - $2.18M
|
345K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
174K+ 57.76% |
$1.19M - $1.27M
|
476K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
129K+ 28.39% |
$880K - $940K
|
582K
$4.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
119K+ 21.35% |
$814K - $870K
|
678K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 3.49% |
$770K - $823K
|
3.35M
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
107K+ 2.49% |
$734K - $784K
|
4.42M
$35.9M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
105K+ 12.12% |
$714K - $763K
|
967K
$7.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 4.82% |
$713K - $762K
|
2.27M
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 23.5% |
$692K - $740K
|
533K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.2K+ 363.46% |
$657K - $702K
|
123K
$996K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
89.1K+ 15.19% |
$608K - $650K
|
675K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88KNew |
$601K - $642K
|
88K
$715K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.2K+ 10.39% |
$596K - $637K
|
927K
$7.53M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
83.4KNew |
$569K - $609K
|
83.4K
$677K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78.5K+ 31.22% |
$536K - $573K
|
330K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$499K - $533K
|
73K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
72.8K+ 1.12% |
$497K - $531K
|
6.58M
$53.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68.5K+ 24.93% |
$468K - $500K
|
343K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67.8K+ 367.79% |
$463K - $495K
|
86.3K
$700K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
56.8K+ 159.9% |
$388K - $414K
|
92.2K
$749K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
56.2K+ 20.82% |
$384K - $411K
|
326K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.6KNew |
$345K - $369K
|
50.6K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.7KNew |
$305K - $326K
|
44.7K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
40KNew |
$273K - $292K
|
40K
$325K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
36.5KNew |
$249K - $266K
|
36.5K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.3K+ 6.66% |
$234K - $250K
|
550K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34.2KNew |
$234K - $250K
|
34.2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 9.13% |
$229K - $245K
|
401K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 15.75% |
$228K - $243K
|
245K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
31.3KNew |
$214K - $229K
|
31.3K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31K+ 11.49% |
$212K - $226K
|
301K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27K+ 176.07% |
$184K - $197K
|
42.3K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
26K+ 14.67% |
$178K - $190K
|
204K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.2K+ 132.52% |
$172K - $184K
|
44.2K
$359K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24.3K+ 9.49% |
$166K - $178K
|
281K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.6K+ 84.91% |
$161K - $172K
|
51.3K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.5K+ 67.54% |
$160K - $171K
|
58.3K
$473K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
23.4KNew |
$160K - $171K
|
23.4K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$158K - $169K
|
23.2K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23.1K+ 145.64% |
$158K - $168K
|
38.9K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.6K+ 86.46% |
$147K - $157K
|
46.5K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.1KNew |
$137K - $147K
|
20.1K
$163K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20KNew |
$137K - $146K
|
20K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 6.17% |
$133K - $142K
|
334K
$2.72M
|