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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494New |
$2.94K - $3.34K
|
494
$4.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
494+ 363.24% |
$2.94K - $3.34K
|
630
$5.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
304+ 37.95% |
$1.81K - $2.06K
|
1.11K
$8.97K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
296New |
$1.76K - $2K
|
296
$2.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
219New |
$1.31K - $1.48K
|
219
$1.78K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
98+ 2.51% |
$584 - $662
|
4K
$32.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
66New |
$393 - $446
|
66
$536
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
31+ 2.82% |
$185 - $210
|
1.13K
$9.17K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
20New |
$119 - $135
|
20
$162
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14New |
$83.4 - $94.6
|
14
$114
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4New |
$23.8 - $27
|
4
$32.5
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$11.9 - $13.5
|
2
$16.2
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-56- 0.16% |
$334 - $379
|
34.8K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 3.04% |
$5.96K - $6.76K
|
31.9K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.15K- 4.73% |
$6.85K - $7.77K
|
23.2K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.37K- 11.21% |
$8.18K - $9.28K
|
10.9K
$88.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 8.34% |
$9.74K - $11K
|
18K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.16K- 2.74% |
$12.9K - $14.6K
|
76.6K
$622K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.7K- 0.52% |
$16.1K - $18.2K
|
520K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.36K- 16.35% |
$26K - $29.5K
|
22.3K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.08K- 22.12% |
$42.2K - $47.9K
|
24.9K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-15.1K- 50.23% |
$90K - $102K
|
15K
$121K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-25.7K- 18.48% |
$153K - $174K
|
113K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-88.1K- 86.49% |
$525K - $596K
|
13.8K
$112K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-284K- 85.21% |
$1.69M - $1.92M
|
49.3K
$400K
|