Purchases and Sales Made in Q3 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
474K+ 13.4% |
$3.53M - $3.9M
|
4.01M
$32.6M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
344K+ 707.84% |
$2.56M - $2.83M
|
392K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
251K+ 32.81% |
$1.87M - $2.06M
|
1.02M
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
224K+ 1188.0% |
$1.67M - $1.85M
|
243K
$1.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
210KNew |
$1.57M - $1.73M
|
210K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 8.01% |
$1.42M - $1.56M
|
2.56M
$20.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
167K+ 24.32% |
$1.25M - $1.38M
|
855K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137K+ 19.3% |
$1.02M - $1.13M
|
845K
$6.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.9K+ 4.77% |
$744K - $822K
|
2.19M
$17.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98.7K+ 12.05% |
$736K - $813K
|
918K
$7.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94K+ 2.83% |
$701K - $774K
|
3.42M
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
84.7K+ 224.64% |
$631K - $697K
|
122K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.1K+ 19.22% |
$619K - $684K
|
516K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
75.6K+ 1368.51% |
$563K - $622K
|
81.1K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.1K+ 13.8% |
$552K - $610K
|
611K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.3KNew |
$546K - $603K
|
73.3K
$595K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
57KNew |
$425K - $469K
|
57K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.5KNew |
$413K - $457K
|
55.5K
$451K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53.1K+ 5.22% |
$395K - $437K
|
1.07M
$8.68M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.7K+ 67.91% |
$363K - $401K
|
120K
$978K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 7.22% |
$334K - $369K
|
667K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.6KNew |
$310K - $343K
|
41.6K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
36.5K+ 310.96% |
$272K - $300K
|
48.2K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.5KNew |
$265K - $292K
|
35.5K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
35.4K+ 15.27% |
$264K - $292K
|
267K
$2.17M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.2KNew |
$217K - $240K
|
29.2K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.6KNew |
$206K - $228K
|
27.6K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.6K+ 75.85% |
$205K - $227K
|
63.9K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 0.8% |
$204K - $225K
|
3.46M
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$191K - $211K
|
25.6K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25K+ 15.78% |
$186K - $206K
|
183K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3K+ 5.84% |
$174K - $192K
|
422K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$162K - $179K
|
21.8K
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
21KNew |
$156K - $173K
|
21K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
18.7K+ 40.52% |
$140K - $154K
|
64.9K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
18.1K+ 48.33% |
$135K - $149K
|
55.6K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
17.2KNew |
$128K - $142K
|
17.2K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.6KNew |
$123K - $136K
|
16.6K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.5KNew |
$108K - $120K
|
14.5K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$108K - $119K
|
14.5K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.5KNew |
$108K - $119K
|
14.5K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
14.4K+ 6.9% |
$107K - $119K
|
223K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.2KNew |
$106K - $117K
|
14.2K
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 4.45% |
$101K - $111K
|
317K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$97.4K - $108K
|
13.1K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.9K+ 18.07% |
$96K - $106K
|
84.2K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.8KNew |
$95.7K - $106K
|
12.8K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.7K+ 70.28% |
$94.6K - $105K
|
30.8K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 11.74% |
$91.5K - $101K
|
117K
$950K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$88.4K - $97.7K
|
11.9K
$96.4K
|