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 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39.6KNew |
$236K - $268K
|
39.6K
$322K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
39.4KNew |
$235K - $267K
|
39.4K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
39KNew |
$232K - $264K
|
39K
$317K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37.4K+ 331.33% |
$223K - $253K
|
48.7K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37KNew |
$221K - $250K
|
37K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
35.5KNew |
$212K - $240K
|
35.5K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33.9KNew |
$202K - $229K
|
33.9K
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33.8KNew |
$202K - $229K
|
33.8K
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
33.6KNew |
$200K - $227K
|
33.6K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32.9K+ 75.57% |
$196K - $222K
|
76.3K
$620K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
32.4KNew |
$193K - $219K
|
32.4K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
30.5KNew |
$182K - $206K
|
30.5K
$248K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.9KNew |
$178K - $202K
|
29.9K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.6K+ 78.56% |
$176K - $200K
|
67.2K
$546K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.1KNew |
$173K - $196K
|
29.1K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29KNew |
$173K - $196K
|
29K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
28.9KNew |
$172K - $196K
|
28.9K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.7KNew |
$165K - $188K
|
27.7K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
27.4KNew |
$164K - $185K
|
27.4K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$162K - $184K
|
27.2K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
27.2KNew |
$162K - $184K
|
27.2K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
27KNew |
$161K - $183K
|
27K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27KNew |
$161K - $183K
|
27K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
26.9K+ 636.33% |
$161K - $182K
|
31.2K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.6KNew |
$159K - $180K
|
26.6K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.7KNew |
$153K - $174K
|
25.7K
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
24.9KNew |
$149K - $168K
|
24.9K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 223.6% |
$142K - $161K
|
34.5K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.2KNew |
$138K - $157K
|
23.2K
$189K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
23KNew |
$137K - $156K
|
23K
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
22.3KNew |
$133K - $151K
|
22.3K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
21.6K+ 43.23% |
$129K - $146K
|
71.5K
$581K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
21.2KNew |
$126K - $143K
|
21.2K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21KNew |
$125K - $142K
|
21K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
20.6KNew |
$123K - $140K
|
20.6K
$168K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.3KNew |
$121K - $137K
|
20.3K
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
20.2KNew |
$121K - $137K
|
20.2K
$164K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$118K - $134K
|
19.8K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
19.8KNew |
$118K - $134K
|
19.8K
$161K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19.5KNew |
$116K - $132K
|
19.5K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19.3KNew |
$115K - $131K
|
19.3K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
19KNew |
$113K - $128K
|
19K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.6K+ 200.41% |
$111K - $126K
|
27.9K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.4KNew |
$110K - $125K
|
18.4K
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
18.2KNew |
$109K - $123K
|
18.2K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17.9KNew |
$107K - $121K
|
17.9K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7K+ 129.56% |
$105K - $119K
|
31.3K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
17.3KNew |
$103K - $117K
|
17.3K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.3K+ 41.14% |
$103K - $117K
|
59.2K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.1KNew |
$102K - $115K
|
17.1K
$139K
|