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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 21.34% |
$11K - $11.7K
|
9.13K
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.47K+ 6.97% |
$10K - $10.7K
|
22.5K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 125.33% |
$9.66K - $10.3K
|
2.54K
$20.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28K+ 18.36% |
$8.71K - $9.31K
|
8.22K
$64.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 1.38% |
$7.82K - $8.36K
|
84.1K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 86.66% |
$6.83K - $7.3K
|
2.15K
$17K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
929New |
$6.35K - $6.78K
|
929
$7.33K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
720+ 1.65% |
$4.92K - $5.26K
|
44.4K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
711New |
$4.86K - $5.19K
|
711
$5.61K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
676+ 0.99% |
$4.62K - $4.93K
|
68.8K
$543K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
480+ 1.14% |
$3.28K - $3.5K
|
42.5K
$335K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
450+ 2.68% |
$3.07K - $3.29K
|
17.2K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
420New |
$2.87K - $3.07K
|
420
$3.31K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
403+ 3.15% |
$2.75K - $2.94K
|
13.2K
$104K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
395New |
$2.7K - $2.88K
|
395
$3.12K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
383+ 1.89% |
$2.62K - $2.8K
|
20.7K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
273+ 2.03% |
$1.86K - $1.99K
|
13.7K
$108K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.37K - $1.46K
|
200
$1.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
172+ 0.88% |
$1.17K - $1.26K
|
19.6K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$594 - $635
|
87
$686
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$301 - $321
|
44
$347
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 0.09% |
$294 - $314
|
49.3K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 0.72% |
$280 - $299
|
5.73K
$45.2K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37+ 0.3% |
$253 - $270
|
12.5K
$98.8K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 0.3% |
$219 - $234
|
10.5K
$83K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 1.36% |
$178 - $190
|
1.93K
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.09% |
$164 - $175
|
25.7K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.01% |
$102 - $110
|
104K
$824K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.08% |
$75.1 - $80.3
|
13.5K
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.02% |
$27.3 - $29.2
|
23.2K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 5.0% |
$6.83 - $7.3
|
21
$166
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.0% |
$6.83 - $7.3
|
22.3K
$176K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.01% |
$20.5 - $21.9
|
21.2K
$167K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 1.19% |
$34.2 - $36.5
|
415
$3.27K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.66% |
$102 - $110
|
2.27K
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-109- 0.77% |
$744 - $796
|
14.1K
$111K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-308- 2.1% |
$2.1K - $2.25K
|
14.3K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-474- 0.52% |
$3.24K - $3.46K
|
90.7K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-540- 1.44% |
$3.69K - $3.94K
|
37K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-652- 5.29% |
$4.45K - $4.76K
|
11.7K
$92.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-670Closed |
$4.58K - $4.89K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-706- 5.71% |
$4.82K - $5.15K
|
11.7K
$91.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-829- 11.09% |
$5.66K - $6.05K
|
6.65K
$52.4K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-832- 0.8% |
$5.68K - $6.07K
|
103K
$814K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-857- 0.39% |
$5.85K - $6.26K
|
220K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-864- 1.06% |
$5.9K - $6.31K
|
80.6K
$636K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.05K- 0.93% |
$7.17K - $7.67K
|
112K
$886K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.06K- 7.06% |
$7.21K - $7.71K
|
13.9K
$110K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.06K- 30.66% |
$7.22K - $7.72K
|
2.39K
$18.9K
|