Purchases and Sales Made in Q4 2022 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
101KNew |
$678K - $781K
|
101K
$821K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
99.8K+ 9.87% |
$669K - $770K
|
1.11M
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
87.1KNew |
$583K - $672K
|
87.1K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
85.9K+ 33.51% |
$575K - $663K
|
342K
$2.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
62.9KNew |
$422K - $486K
|
62.9K
$511K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.8K+ 20.91% |
$367K - $423K
|
317K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
52.5K+ 18.47% |
$352K - $405K
|
337K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.2K+ 21.32% |
$349K - $403K
|
297K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.1K+ 3.17% |
$335K - $387K
|
1.63M
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.6KNew |
$332K - $383K
|
49.6K
$402K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
31.5KNew |
$211K - $243K
|
31.5K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
31.2KNew |
$209K - $241K
|
31.2K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
26.2KNew |
$175K - $202K
|
26.2K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25KNew |
$168K - $193K
|
25K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
23.3K+ 9.12% |
$156K - $180K
|
279K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
21.2K+ 2.31% |
$142K - $163K
|
936K
$7.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$136K - $157K
|
20.4K
$165K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
19.1KNew |
$128K - $147K
|
19.1K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17KNew |
$114K - $131K
|
17K
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.8K+ 73.58% |
$113K - $130K
|
39.6K
$322K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.2K+ 6.41% |
$109K - $125K
|
270K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.6K+ 22.63% |
$104K - $120K
|
84.5K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.2K+ 5.7% |
$102K - $117K
|
281K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 9.41% |
$99.2K - $114K
|
172K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.6KNew |
$97.7K - $113K
|
14.6K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$96K - $111K
|
14.3K
$116K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.9K+ 16.83% |
$86.6K - $99.8K
|
89.7K
$728K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.9K+ 34.57% |
$86.4K - $99.5K
|
50.2K
$407K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.6KNew |
$84.1K - $96.9K
|
12.6K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 5.41% |
$80.3K - $92.5K
|
234K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.8KNew |
$72.4K - $83.4K
|
10.8K
$87.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 13.36% |
$71.9K - $82.8K
|
91K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$67.6K - $77.9K
|
10.1K
$81.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7K+ 20.29% |
$46.9K - $54K
|
41.5K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.59K+ 0.49% |
$44.1K - $50.9K
|
1.35M
$10.9M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.41K+ 51.72% |
$42.9K - $49.5K
|
18.8K
$153K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.45K+ 22.22% |
$29.8K - $34.3K
|
24.5K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.85K+ 30.96% |
$25.8K - $29.7K
|
16.3K
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
$21.6K - $24.9K
|
3.23K
$26.2K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 17.76% |
$19.4K - $22.4K
|
19.2K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.71K+ 4.11% |
$18.1K - $20.9K
|
68.5K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.23K+ 19.07% |
$14.9K - $17.2K
|
13.9K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11KNew |
$14.2K - $16.3K
|
2.11K
$17.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$13.4K - $15.4K
|
2K
$16.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.63KNew |
$10.9K - $12.6K
|
1.63K
$13.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.5KNew |
$10.1K - $11.6K
|
1.5K
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 5.2% |
$9.35K - $10.8K
|
28.2K
$229K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 7.73% |
$7.05K - $8.12K
|
14.7K
$119K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01KNew |
$6.75K - $7.77K
|
1.01K
$8.18K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$6.7K - $7.72K
|
1K
$8.12K
|