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 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-500- 2.09% |
$2.99K - $3.27K
|
23.5K
$187K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 0.35% |
$2.99K - $3.27K
|
142K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-768- 1.24% |
$4.59K - $5.02K
|
61K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-880- 2.08% |
$5.26K - $5.76K
|
41.4K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 0.39% |
$7.41K - $8.1K
|
315K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.32K- 1.54% |
$7.9K - $8.64K
|
84.5K
$674K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 6.44% |
$8.61K - $9.42K
|
20.9K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 1.22% |
$9.04K - $9.89K
|
123K
$978K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.59K- 1.99% |
$9.51K - $10.4K
|
78.5K
$626K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2K- 86.96% |
$12K - $13.1K
|
300
$2.39K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.02K- 10.6% |
$12.1K - $13.2K
|
17K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.23K- 6.36% |
$13.3K - $14.6K
|
32.9K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.5K- 2.42% |
$15K - $16.4K
|
101K
$805K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.9K- 15.08% |
$17.3K - $19K
|
16.3K
$130K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3K- 8.57% |
$17.9K - $19.6K
|
32K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-3K- 10.82% |
$17.9K - $19.6K
|
24.7K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.23K- 16.65% |
$19.3K - $21.2K
|
16.2K
$129K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.39K- 19.08% |
$20.3K - $22.2K
|
14.4K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.42K- 7.35% |
$20.5K - $22.4K
|
43.1K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.17K- 28.38% |
$24.9K - $27.2K
|
10.5K
$83.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.6K- 1.67% |
$27.5K - $30.1K
|
271K
$2.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 1.5% |
$27.7K - $30.3K
|
305K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.67K- 9.77% |
$27.9K - $30.5K
|
43.1K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.7K- 0.38% |
$28.1K - $30.8K
|
1.25M
$9.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.22K- 12.88% |
$37.2K - $40.7K
|
42.1K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.14K- 3.94% |
$42.7K - $46.7K
|
174K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-7.58K- 39.69% |
$45.3K - $49.6K
|
11.5K
$91.8K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.95K- 22.11% |
$59.5K - $65.1K
|
35K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-11K- 34.92% |
$65.8K - $71.9K
|
20.5K
$163K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13.1K- 25.9% |
$78.3K - $85.7K
|
37.5K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-21.6K- 2.33% |
$129K - $141K
|
904K
$7.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-21.8K- 6.12% |
$130K - $142K
|
334K
$2.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 33.28% |
$134K - $146K
|
44.8K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.3K- 20.05% |
$139K - $152K
|
92.9K
$741K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.8K- 9.66% |
$160K - $175K
|
251K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-58.5K- 2.95% |
$350K - $383K
|
1.93M
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.5K- 19.22% |
$439K - $481K
|
309K
$2.46M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-101K- 84.67% |
$605K - $661K
|
18.3K
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-963K- 66.1% |
$5.76M - $6.3M
|
494K
$3.93M
|