Purchases and Sales Made in Q2 2022 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
938K+ 79.01% |
$6.9M - $8.17M
|
2.13M
$17.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
938K+ 79.01% |
$6.9M - $8.17M
|
2.13M
$17.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
433K+ 57.23% |
$3.18M - $3.77M
|
1.19M
$9.65M
|
|
|
Aug 17, 2022
Q2 2022
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
358KNew |
$2.63M - $3.12M
|
358K
$2.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
172K+ 10.05% |
$1.26M - $1.5M
|
1.88M
$15.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
170KNew |
$1.25M - $1.48M
|
170K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
113KNew |
$832K - $986K
|
113K
$919K
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
94.7K+ 149.12% |
$696K - $825K
|
158K
$1.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.5K+ 57.77% |
$665K - $788K
|
247K
$2.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
53KNew |
$390K - $462K
|
53K
$431K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
51.4K+ 23.88% |
$378K - $448K
|
267K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
44.9K+ 13.91% |
$330K - $391K
|
368K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37K+ 14.33% |
$272K - $322K
|
295K
$2.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
33.1K+ 15.9% |
$243K - $288K
|
241K
$1.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.9K+ 140.83% |
$191K - $226K
|
44.4K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1K+ 13.46% |
$162K - $192K
|
186K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.1K+ 1.16% |
$133K - $158K
|
1.57M
$12.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 66.41% |
$132K - $156K
|
44.9K
$365K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.1KNew |
$126K - $149K
|
17.1K
$139K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 20.89% |
$110K - $131K
|
86.8K
$705K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.6KNew |
$99.7K - $118K
|
13.6K
$110K
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.2KNew |
$97.2K - $115K
|
13.2K
$107K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 16.09% |
$81.5K - $96.6K
|
80K
$650K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 5.78% |
$78.1K - $92.5K
|
195K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4K+ 17.58% |
$76.4K - $90.6K
|
69.6K
$565K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.2KNew |
$75K - $88.8K
|
10.2K
$82.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.1KNew |
$74.3K - $88.1K
|
10.1K
$82.1K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64K+ 9.68% |
$48.8K - $57.8K
|
75.3K
$611K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6K+ 8.57% |
$44.1K - $52.3K
|
76K
$617K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.11KNew |
$37.5K - $44.5K
|
5.11K
$41.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$36K - $42.7K
|
4.9K
$39.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.34K+ 3.02% |
$31.9K - $37.8K
|
148K
$1.2M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.23KNew |
$31.1K - $36.9K
|
4.23K
$34.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.14K+ 6.62% |
$30.4K - $36.1K
|
66.7K
$541K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.12K+ 2.62% |
$30.3K - $35.9K
|
161K
$1.31M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$29.4K - $34.8K
|
4K
$32.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7KNew |
$27.2K - $32.2K
|
3.7K
$30K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.31K+ 1.17% |
$24.3K - $28.8K
|
285K
$2.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.11KNew |
$22.8K - $27K
|
3.11K
$25.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3K+ 10.08% |
$22.1K - $26.2K
|
32.8K
$266K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.8KNew |
$20.6K - $24.4K
|
2.8K
$22.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 17.8% |
$18.5K - $21.9K
|
16.7K
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.38K+ 12.04% |
$17.5K - $20.7K
|
22.1K
$179K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17KNew |
$15.9K - $18.9K
|
2.17K
$17.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.05K+ 3.82% |
$15.1K - $17.9K
|
55.7K
$452K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 8.83% |
$11.2K - $13.3K
|
18.8K
$153K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.25K+ 7.51% |
$9.18K - $10.9K
|
17.9K
$145K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1K+ 29.41% |
$7.35K - $8.71K
|
4.4K
$35.7K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
743+ 2.94% |
$5.46K - $6.47K
|
26K
$211K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
678+ 3.56% |
$4.98K - $5.91K
|
19.7K
$160K
|