Purchases and Sales Made in Q4 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2024. 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 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.17K- 8.49% |
$17K - $17.7K
|
23.4K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.62K- 13.1% |
$20.5K - $21.4K
|
17.4K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.71K- 6.04% |
$21.2K - $22.1K
|
42.2K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3K- 19.37% |
$23.5K - $24.5K
|
12.5K
$100K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.07K- 3.8% |
$24K - $25K
|
77.6K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-3.3K- 70.14% |
$25.9K - $26.9K
|
1.41K
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.5K- 21.94% |
$27.4K - $28.6K
|
12.5K
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.56K- 4.76% |
$27.9K - $29K
|
71.1K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.8K- 22.05% |
$29.8K - $31K
|
13.4K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.97K- 25.09% |
$31.1K - $32.4K
|
11.8K
$95.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.98K- 1.2% |
$31.2K - $32.5K
|
327K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4K- 31.01% |
$31.3K - $32.6K
|
8.9K
$71.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.2K- 7.66% |
$32.9K - $34.3K
|
50.6K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-4.94K- 29.27% |
$38.7K - $40.3K
|
11.9K
$95.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.94K- 29.27% |
$38.7K - $40.3K
|
11.9K
$95.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.1K- 1.95% |
$39.9K - $41.6K
|
257K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.13K- 14.74% |
$40.2K - $41.9K
|
29.7K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.32K- 6.75% |
$41.6K - $43.4K
|
73.4K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.37K- 2.01% |
$42K - $43.8K
|
262K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.46K- 9.51% |
$42.8K - $44.6K
|
51.9K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.86K- 36.35% |
$45.9K - $47.8K
|
10.3K
$82.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.13K- 6.91% |
$48K - $50K
|
82.6K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6.42K- 15.56% |
$50.3K - $52.4K
|
34.9K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.83K- 14.43% |
$53.5K - $55.7K
|
40.5K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.67K- 9.12% |
$60.1K - $62.6K
|
76.5K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.81K- 19.08% |
$61.1K - $63.7K
|
33.1K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-7.91K- 23.53% |
$61.9K - $64.6K
|
25.7K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.07K- 1.52% |
$63.2K - $65.8K
|
522K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.09K- 1.78% |
$63.3K - $66K
|
446K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-8.21K- 14.75% |
$64.2K - $67K
|
47.4K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.21K- 99.9% |
$64.3K - $67K
|
8
$64.2
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-8.27K- 2.1% |
$64.8K - $67.5K
|
385K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.66K- 3.04% |
$67.8K - $70.7K
|
276K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.36K- 6.0% |
$73.3K - $76.4K
|
147K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.89K- 39.55% |
$77.4K - $80.7K
|
15.1K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10.9K- 2.13% |
$85.6K - $89.2K
|
503K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 6.38% |
$91.6K - $95.5K
|
172K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14.2K- 13.17% |
$111K - $116K
|
93.7K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 34.5% |
$123K - $128K
|
29.8K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 15.32% |
$124K - $129K
|
87.6K
$703K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.1K- 21.22% |
$141K - $147K
|
67.1K
$538K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-20.5K- 61.52% |
$161K - $168K
|
12.8K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 3.81% |
$163K - $169K
|
524K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-22.8K- 27.14% |
$179K - $186K
|
61.3K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-28.2K- 2.76% |
$221K - $230K
|
994K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.9K- 46.76% |
$234K - $244K
|
34K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.5K- 74.77% |
$325K - $339K
|
14K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-43K- 75.5% |
$337K - $351K
|
14K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-73.9K- 77.97% |
$579K - $603K
|
20.9K
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-76.7K- 64.02% |
$601K - $626K
|
43.1K
$346K
|