Latest Institutional Transactions on Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5K+ 33.33% |
$34.6K - $42.1K
|
20K
$160K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
134+ 1.29% |
$927 - $1.13K
|
10.5K
$84.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3K- 18.18% |
$20.8K - $25.2K
|
13.5K
$108K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.31K- 62.43% |
$57.5K - $69.9K
|
5K
$40K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-917- 17.96% |
$6.35K - $7.71K
|
4.19K
$33.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
18+ 1.97% |
$132 - $157
|
931
$7.45K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.9KClosed |
$21.3K - $25.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.11KNew |
$22.8K - $27K
|
3.11K
$24.8K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.24KClosed |
$45.8K - $54.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17KNew |
$15.9K - $18.9K
|
2.17K
$17.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.2KNew |
$75K - $88.8K
|
10.2K
$81.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$36K - $42.7K
|
4.9K
$39.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-50.3KClosed |
$369K - $438K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$29.4K - $34.8K
|
4K
$32K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
478New |
$3.51K - $4.16K
|
478
$3.82K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3K- 2.35% |
$22.1K - $26.1K
|
125K
$999K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
67New |
$492 - $584
|
67
$536
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
67New |
$492 - $584
|
67
$536
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-5KClosed |
$36.8K - $43.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2KClosed |
$14.7K - $17.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-800Closed |
$5.88K - $6.97K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23KNew |
$186K - $227K
|
23K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-10.4KClosed |
$84K - $103K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2KClosed |
$16.2K - $19.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625Closed |
$5.05K - $6.17K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$140K - $171K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-10.5KClosed |
$84.8K - $104K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-500Closed |
$4.04K - $4.94K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-3.6KClosed |
$29.1K - $35.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-12.9KClosed |
$104K - $127K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-600Closed |
$4.85K - $5.92K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 16.67% |
$8.08K - $9.87K
|
5K
$40K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7KClosed |
$64.5K - $69.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.4KNew |
$12.9K - $14K
|
1.4K
$11.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-5KClosed |
$46.1K - $50K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-998Closed |
$9.2K - $9.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.71KNew |
$25K - $27.1K
|
2.71K
$21.7K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 50.69% |
$128K - $139K
|
13.5K
$108K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-577Closed |
$5.32K - $5.76K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.43K- 19.86% |
$50.1K - $54.3K
|
21.9K
$175K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-22.1KClosed |
$204K - $221K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
350New |
$3.23K - $3.5K
|
350
$2.8K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70.5KClosed |
$691K - $709K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.25KClosed |
$12.3K - $12.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.39KNew |
$33.2K - $34.1K
|
3.39K
$27.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-17.5KClosed |
$171K - $176K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
136New |
$1.33K - $1.37K
|
136
$1.09K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-37KClosed |
$363K - $372K
|
0
$0
|
|