Purchases and Sales Made in Q4 2021 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
842K+ 28.09% |
$7.77M - $8.42M
|
3.84M
$30.4M
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
514K+ 27.86% |
$4.74M - $5.13M
|
2.36M
$18.6M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
490K+ 309979.75% |
$4.52M - $4.89M
|
490K
$3.87M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
431K+ 38.63% |
$3.98M - $4.31M
|
1.55M
$12.2M
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
226K+ 157.01% |
$2.08M - $2.26M
|
370K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
112K+ 101.85% |
$1.03M - $1.12M
|
222K
$1.75M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 96.07% |
$1M - $1.08M
|
222K
$1.75M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84.5K+ 169.82% |
$779K - $844K
|
134K
$1.06M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.4KNew |
$594K - $644K
|
64.4K
$509K
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
62.5KNew |
$576K - $624K
|
62.5K
$494K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61.2KNew |
$565K - $612K
|
61.2K
$484K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
58K+ 57.85% |
$535K - $580K
|
158K
$1.25M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
46.3KNew |
$427K - $463K
|
46.3K
$366K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
41.3KNew |
$381K - $413K
|
41.3K
$326K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.9KNew |
$358K - $388K
|
38.9K
$307K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.8KNew |
$266K - $288K
|
28.8K
$228K
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.5KNew |
$262K - $284K
|
28.5K
$225K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
26KNew |
$240K - $260K
|
26K
$205K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.8KNew |
$228K - $248K
|
24.8K
$196K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
22.1KNew |
$204K - $221K
|
22.1K
$175K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22K+ 64.19% |
$203K - $220K
|
56.3K
$445K
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
19.6KNew |
$181K - $196K
|
19.6K
$155K
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
18.6K+ 9.79% |
$171K - $186K
|
208K
$1.65M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.7K+ 8.54% |
$163K - $176K
|
225K
$1.77M
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
17.3KNew |
$160K - $173K
|
17.3K
$137K
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.5KNew |
$124K - $135K
|
13.5K
$107K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 2.96% |
$122K - $132K
|
458K
$3.62M
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.4KNew |
$114K - $124K
|
12.4K
$97.9K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 143.01% |
$99.9K - $108K
|
18.4K
$146K
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
10.5KNew |
$96.8K - $105K
|
10.5K
$83K
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.4KNew |
$95.9K - $104K
|
10.4K
$82.2K
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$92.2K - $99.9K
|
10K
$79K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.8KNew |
$81.1K - $87.9K
|
8.8K
$69.5K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 20.59% |
$70.2K - $76.1K
|
44.6K
$352K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.01K+ 1.41% |
$64.6K - $70K
|
505K
$3.99M
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
7K+ 63.64% |
$64.5K - $69.9K
|
18K
$142K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.78K+ 0.36% |
$53.3K - $57.8K
|
1.6M
$12.7M
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.64K+ 2.79% |
$42.7K - $46.3K
|
171K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.52K+ 1.44% |
$41.6K - $45.1K
|
319K
$2.52M
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.36K+ 1.42% |
$40.2K - $43.5K
|
311K
$2.46M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$36.9K - $40K
|
4K
$31.6K
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
3.6KNew |
$33.2K - $36K
|
3.6K
$28.4K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.25K+ 20.49% |
$30K - $32.5K
|
19.1K
$151K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.71KNew |
$25K - $27.1K
|
2.71K
$21.4K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.47K+ 20.81% |
$22.8K - $24.7K
|
14.3K
$113K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$18.4K - $20K
|
2K
$15.8K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 2.89% |
$15K - $16.3K
|
58K
$458K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.4KNew |
$12.9K - $14K
|
1.4K
$11.1K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$12.9K - $14K
|
1.4K
$11.1K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 4.82% |
$12.1K - $13.1K
|
28.4K
$225K
|