Purchases and Sales Made in Q4 2023 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
164KNew |
$976K - $1.11M
|
164K
$1.33M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
157K+ 53.0% |
$937K - $1.06M
|
454K
$3.68M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
151K+ 194.54% |
$902K - $1.02M
|
229K
$1.86M
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
144KNew |
$858K - $973K
|
144K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144K+ 211.23% |
$857K - $972K
|
212K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
136K+ 604.79% |
$811K - $920K
|
159K
$1.29M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 1.07% |
$790K - $896K
|
12.5M
$102M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
128K+ 7.44% |
$762K - $864K
|
1.85M
$15M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
128K+ 68.15% |
$761K - $863K
|
315K
$2.56M
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
123KNew |
$731K - $829K
|
123K
$996K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
117K+ 53.77% |
$695K - $788K
|
333K
$2.71M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 584.29% |
$660K - $749K
|
130K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106KNew |
$633K - $718K
|
106K
$863K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
98.7KNew |
$588K - $667K
|
98.7K
$801K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
96.8KNew |
$577K - $654K
|
96.8K
$786K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
96.1KNew |
$573K - $650K
|
96.1K
$780K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94.8K+ 785.37% |
$565K - $641K
|
107K
$868K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
92.6KNew |
$552K - $626K
|
92.6K
$752K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
91.2KNew |
$543K - $616K
|
91.2K
$740K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
88.3KNew |
$526K - $597K
|
88.3K
$717K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
83KNew |
$495K - $561K
|
83K
$674K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
82.1K+ 499.8% |
$489K - $555K
|
98.5K
$800K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81.4KNew |
$485K - $551K
|
81.4K
$661K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.2KNew |
$472K - $535K
|
79.2K
$643K
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
79.2KNew |
$472K - $535K
|
79.2K
$643K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.6K+ 83.81% |
$469K - $531K
|
172K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
77.6K+ 313.52% |
$462K - $524K
|
102K
$831K
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
74.6KNew |
$444K - $504K
|
74.6K
$605K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
71K+ 263.6% |
$423K - $480K
|
98K
$795K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
70.1K+ 67.9% |
$418K - $474K
|
173K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
69.2K+ 338.39% |
$412K - $468K
|
89.6K
$728K
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
68.1KNew |
$406K - $460K
|
68.1K
$553K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
65.1K+ 1057.67% |
$388K - $440K
|
71.3K
$579K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
63.3K+ 155.52% |
$377K - $428K
|
104K
$844K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
63K+ 52.54% |
$376K - $426K
|
183K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
61.9KNew |
$369K - $419K
|
61.9K
$503K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
61.7KNew |
$368K - $417K
|
61.7K
$501K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
55.8KNew |
$333K - $377K
|
55.8K
$453K
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
55KNew |
$328K - $372K
|
55K
$447K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
53KNew |
$316K - $358K
|
53K
$430K
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
51.6KNew |
$308K - $349K
|
51.6K
$419K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
48.7KNew |
$290K - $329K
|
48.7K
$396K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
48KNew |
$286K - $324K
|
48K
$389K
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.4KNew |
$277K - $314K
|
46.4K
$377K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
44.5KNew |
$265K - $301K
|
44.5K
$361K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.8KNew |
$261K - $296K
|
43.8K
$356K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
43.7KNew |
$261K - $296K
|
43.7K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
42KNew |
$250K - $284K
|
42K
$341K
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
41.4K+ 65.68% |
$247K - $280K
|
104K
$848K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.8KNew |
$243K - $276K
|
40.8K
$332K
|