Creative Planning Nuveen Preferred & Income Opportunities Fund Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Creative Planning holds 23,105 shares of JPC stock, worth $183,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,105

Previous 16,580 39.35%

Holding current value

$183,915

Previous $133,000 36.09%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$7.83 - $8.16 $51,090 - $53,244	6,525 Added 39.35%	23,105 $181,000
Q3 2024 Oct 11, 2024	BUY	$7.45 - $8.23 $30,656 - $33,866	4,115 Added 33.01%	16,580 $133,000
Q2 2024 Aug 15, 2024	BUY	$6.8 - $7.52 $84,762 - $93,736	12,465 New	12,465 $93,000
Q4 2023 Feb 14, 2024	SELL	$5.96 - $6.76 $525,183 - $595,677	-88,118 Reduced 86.49%	13,763 $93,000
Q3 2023 Nov 16, 2023	BUY	$6.26 - $6.62 $637,775 - $674,452	101,881 New	101,881 $644,000
Q1 2023 May 15, 2023	SELL	$6.06 - $8.03 $28,027 - $37,138	-4,625 Reduced 24.75%	14,060 $92,000
Q4 2022 Feb 10, 2023	SELL	$6.7 - $7.72 $14,137 - $16,289	-2,110 Reduced 10.15%	18,685 $136,000
Q3 2022 Nov 03, 2022	SELL	$6.92 - $8.41 $57,761 - $70,198	-8,347 Reduced 28.64%	20,795 $145,000
Q2 2022 Aug 15, 2022	SELL	$7.35 - $8.71 $19,499 - $23,107	-2,653 Reduced 8.34%	29,142 $223,000
Q1 2022 May 16, 2022	BUY	$8.08 - $9.87 $11,231 - $13,719	1,390 Added 4.57%	31,795 $273,000
Q3 2021 Nov 10, 2021	SELL	$9.81 - $10.06 $28,144 - $28,862	-2,869 Reduced 8.62%	30,405 $301,000
Q2 2021 Aug 04, 2021	SELL	$9.46 - $10.01 $7,577 - $8,018	-801 Reduced 2.35%	33,274 $332,000
Q1 2021 Apr 30, 2021	BUY	$9.05 - $9.49 $12,670 - $13,286	1,400 Added 4.28%	34,075 $323,000
Q4 2020 Jan 29, 2021	SELL	$8.22 - $9.5 $26,690 - $30,846	-3,247 Reduced 9.04%	32,675 $310,000
Q3 2020 Nov 05, 2020	BUY	$8.07 - $8.93 $157,728 - $174,536	19,545 Added 119.34%	35,922 $305,000
Q2 2020 Jul 23, 2020	SELL	$6.53 - $8.79 $3,265 - $4,395	-500 Reduced 2.96%	16,377 $135,000
Q1 2020 May 05, 2020	SELL	$5.03 - $10.73 $1,685 - $3,594	-335 Reduced 1.95%	16,877 $124,000
Q4 2019 Jan 30, 2020	SELL	$9.96 - $10.46 $34,860 - $36,610	-3,500 Reduced 16.9%	17,212 $180,000
Q3 2019 Nov 01, 2019	BUY	$9.62 - $10.1 $30,783 - $32,320	3,200 Added 18.27%	20,712 $208,000
Q2 2019 Jul 26, 2019	SELL	$9.32 - $9.91 $11,463 - $12,189	-1,230 Reduced 6.56%	17,512 $174,000
Q1 2019 Apr 24, 2019	SELL	$8.49 - $9.59 $96,268 - $108,741	-11,339 Reduced 37.69%	18,742 $179,000
Q4 2018 Feb 01, 2019	BUY	$7.95 - $9.27 $31,879 - $37,172	4,010 Added 15.38%	30,081 $251,000
Q3 2018 Oct 25, 2018	BUY	$9.19 - $9.49 $62,041 - $64,066	6,751 Added 34.94%	26,071 $242,000
Q2 2018 Jul 20, 2018	SELL	$9.3 - $10.06 $6,677 - $7,223	-718 Reduced 3.58%	19,320 $180,000
Q4 2017 Jan 17, 2018	SELL	$10.29 - $10.65 $5,145 - $5,325	-500 Reduced 2.43%	20,038 $207,000
Q3 2017 Oct 17, 2017	BUY	$10.32 - $10.72 $211,952 - $220,167	20,538	20,538 $217,000

Others Institutions Holding JPC

# of Institutions

306

Shares Held

66.3M

Call Options Held

Put Options Held

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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

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Creative Planning Nuveen Preferred & Income Opportunities Fund Transaction History