Purchases and Sales Made in Q2 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
799K+ 31.98% |
$5.44M - $6.01M
|
3.3M
$26.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
523KNew |
$3.56M - $3.93M
|
523K
$4.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
511K+ 18.19% |
$3.48M - $3.84M
|
3.32M
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
399KNew |
$2.71M - $3M
|
399K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
330K+ 18.74% |
$2.25M - $2.48M
|
2.09M
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
284K+ 307.67% |
$1.93M - $2.13M
|
376K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
217K+ 6.53% |
$1.47M - $1.63M
|
3.54M
$28.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
212K+ 44.46% |
$1.44M - $1.59M
|
688K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
182K+ 31.27% |
$1.24M - $1.37M
|
765K
$6.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
142K+ 20.92% |
$964K - $1.07M
|
819K
$6.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 4.51% |
$697K - $771K
|
2.37M
$19.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89.3K+ 9.64% |
$608K - $672K
|
1.02M
$8.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89.2K+ 25.97% |
$606K - $670K
|
432K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.5K+ 2.65% |
$602K - $665K
|
3.43M
$27.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
73.9K+ 88.67% |
$503K - $556K
|
157K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
71.7K+ 349.05% |
$488K - $539K
|
92.3K
$749K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
62.9K+ 6.5% |
$427K - $473K
|
1.03M
$8.36M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.5K+ 15.5% |
$364K - $403K
|
399K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 6.38% |
$306K - $338K
|
749K
$6.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.1K+ 7.46% |
$293K - $324K
|
622K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.2K+ 2.27% |
$287K - $317K
|
1.9M
$15.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.1K+ 354.95% |
$272K - $301K
|
51.3K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$267K - $295K
|
39.3K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
38.5K+ 321.4% |
$262K - $290K
|
50.5K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33K+ 4.89% |
$225K - $248K
|
708K
$5.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.9KNew |
$169K - $187K
|
24.9K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$134K - $149K
|
19.8K
$160K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$133K - $147K
|
19.5K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$128K - $142K
|
18.9K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
18.9KNew |
$128K - $142K
|
18.9K
$153K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6KNew |
$106K - $117K
|
15.6K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5K+ 49.43% |
$105K - $116K
|
46.8K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15KNew |
$102K - $113K
|
15K
$122K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 3.92% |
$89.1K - $98.5K
|
348K
$2.82M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.8KNew |
$87.2K - $96.5K
|
12.8K
$104K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5KNew |
$84.8K - $93.7K
|
12.5K
$101K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.2K+ 5.54% |
$82.8K - $91.5K
|
232K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.8KNew |
$80.2K - $88.7K
|
11.8K
$95.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
11.7KNew |
$79.3K - $87.7K
|
11.7K
$94.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.6KNew |
$78.6K - $86.9K
|
11.6K
$93.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$78.4K - $86.7K
|
11.5K
$93.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10.7KNew |
$72.7K - $80.4K
|
10.7K
$86.8K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.3KNew |
$69.7K - $77.1K
|
10.3K
$83.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.1KNew |
$68.5K - $75.8K
|
10.1K
$81.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.42K+ 12.75% |
$64K - $70.8K
|
83.3K
$676K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.33K+ 5.45% |
$56.7K - $62.6K
|
161K
$1.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.91K+ 17.8% |
$53.8K - $59.5K
|
52.4K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.5K+ 112.87% |
$51K - $56.4K
|
14.1K
$115K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.74K+ 2.75% |
$45.9K - $50.7K
|
252K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.58K+ 57.0% |
$44.7K - $49.5K
|
18.1K
$147K
|