A detailed history of Captrust Financial Advisors transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Captrust Financial Advisors holds 844,947 shares of JPC stock, worth $6.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
844,947
Previous 708,238 19.3%
Holding current value
$6.72 Million
Previous $5.29 Million 28.73%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$7.45 - $8.23 $1.02 Million - $1.13 Million
136,709 Added 19.3%
844,947 $6.81 Million
Q2 2024

Aug 14, 2024

BUY
$6.8 - $7.52 $224,644 - $248,430
33,036 Added 4.89%
708,238 $5.29 Million
Q1 2024

May 15, 2024

BUY
$6.83 - $7.3 $608,238 - $650,094
89,054 Added 15.19%
675,202 $4.85 Million
Q4 2023

Feb 14, 2024

BUY
$5.96 - $6.76 $3.4 Million - $3.85 Million
570,096 Added 3551.56%
586,148 $3.96 Million
Q3 2023

Nov 14, 2023

BUY
$6.26 - $6.62 $100,485 - $106,264
16,052 New
16,052 $101,000
Q2 2022

Aug 16, 2022

BUY
$7.35 - $8.71 $20,565 - $24,370
2,798 New
2,798 $21,000

Others Institutions Holding JPC

About Nuveen Preferred & Income Opportunities Fund


  • Ticker JPC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to ...
More about JPC
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.