Purchases and Sales Made in Q2 2023 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
329K+ 121.45% |
$1.97M - $2.15M
|
599K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
184K+ 117.16% |
$1.1M - $1.2M
|
341K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174K+ 153.68% |
$1.04M - $1.14M
|
288K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
112K+ 71.99% |
$670K - $732K
|
268K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 552.4% |
$605K - $661K
|
119K
$959K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
85.1K+ 5.38% |
$509K - $557K
|
1.67M
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78.2K+ 6.65% |
$468K - $512K
|
1.25M
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.7K+ 20.07% |
$399K - $436K
|
399K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.3K+ 4.41% |
$384K - $420K
|
1.52M
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
58K+ 78.14% |
$347K - $379K
|
132K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
53.9KNew |
$322K - $353K
|
53.9K
$433K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.5K+ 158.99% |
$284K - $311K
|
77.4K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.9KNew |
$244K - $267K
|
40.9K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
38K+ 11.89% |
$227K - $248K
|
357K
$2.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.9KNew |
$227K - $248K
|
37.9K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
34.5K+ 14.83% |
$206K - $226K
|
267K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 19.54% |
$185K - $203K
|
190K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9KNew |
$149K - $163K
|
24.9K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
23.1K+ 6.65% |
$138K - $151K
|
371K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.9K+ 11.78% |
$131K - $143K
|
208K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21K+ 9.11% |
$126K - $137K
|
252K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$95.7K - $105K
|
16K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.8KNew |
$88.6K - $96.9K
|
14.8K
$119K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.6KNew |
$69.2K - $75.7K
|
11.6K
$92.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.5KNew |
$68.8K - $75.3K
|
11.5K
$92.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
11KNew |
$65.6K - $71.7K
|
11K
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$65.1K - $71.2K
|
10.9K
$87.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.46K+ 2.05% |
$56.5K - $61.8K
|
470K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.24K+ 4.36% |
$55.2K - $60.4K
|
221K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.32K+ 19.3% |
$49.8K - $54.4K
|
51.5K
$413K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7KNew |
$41.9K - $45.8K
|
7K
$56.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.68K+ 0.87% |
$39.9K - $43.7K
|
774K
$6.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.19K+ 3.18% |
$37K - $40.4K
|
201K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.69K+ 15.99% |
$34.1K - $37.2K
|
41.3K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.32K+ 3.3% |
$31.8K - $34.8K
|
167K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.23K+ 3.34% |
$31.3K - $34.2K
|
162K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.24KNew |
$13.4K - $14.6K
|
2.24K
$18K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.19K+ 5.36% |
$7.09K - $7.75K
|
23.3K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 7.12% |
$6.78K - $7.41K
|
17.1K
$137K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
801New |
$4.79K - $5.24K
|
801
$6.43K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
781New |
$4.67K - $5.11K
|
781
$6.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
767+ 6.11% |
$4.59K - $5.02K
|
13.3K
$107K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
410New |
$2.45K - $2.68K
|
410
$3.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
230+ 2.14% |
$1.38K - $1.5K
|
11K
$88.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
104+ 1.75% |
$622 - $680
|
6.06K
$48.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
76+ 7.6% |
$454 - $497
|
1.08K
$8.64K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22+ 0.03% |
$132 - $144
|
63K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.0% |
$5.98 - $6.54
|
34.8K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-173- 0.23% |
$1.03K - $1.13K
|
74.9K
$602K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-338- 1.37% |
$2.02K - $2.21K
|
24.4K
$196K
|