Purchases and Sales Made in Q3 2022 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.45MNew |
$23.9M - $29M
|
3.45M
$28M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
151K+ 12.71% |
$1.04M - $1.27M
|
1.34M
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
111K+ 12.38% |
$771K - $936K
|
1.01M
$8.21M
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
80.3KNew |
$556K - $675K
|
80.3K
$652K
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
45.6K+ 2.42% |
$315K - $383K
|
1.93M
$15.6M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
43.1K+ 304.03% |
$298K - $362K
|
57.2K
$465K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.5K+ 19.04% |
$245K - $298K
|
222K
$1.8M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
35KNew |
$242K - $294K
|
35K
$284K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29.9K+ 10.48% |
$207K - $252K
|
315K
$2.56M
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
26.5KNew |
$183K - $223K
|
26.5K
$215K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 97.52% |
$176K - $213K
|
51.4K
$417K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20KNew |
$139K - $168K
|
20K
$163K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20KNew |
$138K - $168K
|
20K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$136K - $166K
|
19.7K
$160K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$104K - $127K
|
15.1K
$122K
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
14K+ 5.8% |
$96.9K - $118K
|
255K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 5.23% |
$90.2K - $110K
|
262K
$2.13M
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
13KNew |
$90K - $109K
|
13K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.7KNew |
$81K - $98.4K
|
11.7K
$95K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 61.64% |
$73.1K - $88.9K
|
27.7K
$225K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.3K+ 9.1% |
$71.3K - $86.6K
|
123K
$1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.96K+ 4.12% |
$62K - $75.4K
|
227K
$1.84M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.75KNew |
$46.7K - $56.8K
|
6.75K
$54.8K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.36K+ 2.57% |
$44K - $53.4K
|
253K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.02K+ 0.38% |
$41.6K - $50.6K
|
1.58M
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5K+ 33.33% |
$34.6K - $42.1K
|
20K
$162K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.93K+ 37.43% |
$27.2K - $33.1K
|
14.4K
$117K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.16K+ 3.95% |
$21.9K - $26.6K
|
83.2K
$675K
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.88K+ 13.03% |
$19.9K - $24.2K
|
25K
$203K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2K+ 6.11% |
$13.9K - $16.9K
|
34.8K
$283K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.94KNew |
$13.4K - $16.3K
|
1.94K
$15.7K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 0.48% |
$7.09K - $8.61K
|
212K
$1.72M
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$5.19K - $6.31K
|
750
$6.09K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
680+ 5.81% |
$4.71K - $5.72K
|
12.4K
$101K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
302New |
$2.09K - $2.54K
|
302
$2.45K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
301+ 396.05% |
$2.08K - $2.53K
|
377
$3.06K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
206+ 2.04% |
$1.43K - $1.73K
|
10.3K
$83.8K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
199+ 5.38% |
$1.38K - $1.67K
|
3.9K
$31.7K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194+ 0.35% |
$1.34K - $1.63K
|
55.9K
$454K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
134+ 1.29% |
$927 - $1.13K
|
10.5K
$85.4K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
90+ 0.5% |
$623 - $757
|
18K
$146K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$291 - $353
|
42
$341
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37+ 0.07% |
$256 - $311
|
53.1K
$431K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35+ 0.26% |
$242 - $294
|
13.6K
$110K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 0.15% |
$201 - $244
|
18.9K
$153K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18New |
$125 - $151
|
18
$146
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16New |
$111 - $135
|
16
$130
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 0.3% |
$76.1 - $92.5
|
3.67K
$29.8K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.03% |
$20.8 - $25.2
|
10.1K
$82.2K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-636- 0.24% |
$4.4K - $5.35K
|
266K
$2.16M
|