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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-482K- 9.21% |
$3.77M - $3.93M
|
4.75M
$38M
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-8.21K- 14.75% |
$64.2K - $67K
|
47.4K
$379K
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-43K- 75.5% |
$337K - $351K
|
14K
$112K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.5K+ 78.5% |
$82.4K - $85.8K
|
23.9K
$191K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.4K- 7.09% |
$11K - $11.4K
|
18.4K
$147K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-297K- 9.26% |
$2.33M - $2.43M
|
2.91M
$23.3M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$102K - $107K
|
13.1K
$105K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 10.89% |
$440K - $458K
|
572K
$4.57M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3K- 19.37% |
$23.5K - $24.5K
|
12.5K
$99.9K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
53.3KNew |
$417K - $435K
|
53.3K
$426K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 44.36% |
$96.8K - $101K
|
40.2K
$322K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
15KNew |
$117K - $122K
|
15K
$120K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
74.8K+ 148.17% |
$586K - $611K
|
125K
$1M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.1K+ 7.14% |
$236K - $246K
|
452K
$3.62M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
57+ 0.54% |
$446 - $465
|
10.7K
$85.3K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
271K+ 26.73% |
$2.13M - $2.21M
|
1.29M
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-370K- 27.09% |
$2.9M - $3.02M
|
996K
$7.97M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.3K+ 6.01% |
$261K - $272K
|
588K
$4.71M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 15.32% |
$124K - $129K
|
87.6K
$701K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 60.39% |
$79.4K - $82.7K
|
26.9K
$215K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.84K+ 1.75% |
$37.9K - $39.5K
|
281K
$2.25M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44.8K+ 7.22% |
$351K - $366K
|
666K
$5.33M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$111K - $115K
|
14.1K
$113K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$5.48K - $5.71K
|
700
$5.6K
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
135New |
$1.06K - $1.1K
|
135
$1.08K
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
2K+ 19.72% |
$15.7K - $16.3K
|
12.1K
$97.1K
|
|
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 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.32K- 6.75% |
$41.6K - $43.4K
|
73.4K
$587K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.33K- 22.62% |
$10.4K - $10.8K
|
4.55K
$36.4K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.88K+ 8.95% |
$22.5K - $23.5K
|
35K
$280K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 2.53% |
$282 - $294
|
1.46K
$11.7K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 3.35% |
$907K - $945K
|
3.35M
$26.8M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.81K- 2.43% |
$14.2K - $14.8K
|
72.9K
$583K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-289K- 46.42% |
$2.26M - $2.36M
|
334K
$2.67M
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
70KNew |
$548K - $571K
|
70K
$560K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.57K- 13.64% |
$12.3K - $12.8K
|
9.97K
$79.7K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.13K- 14.74% |
$40.2K - $41.9K
|
29.7K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.28K- 3.04% |
$10K - $10.5K
|
40.9K
$327K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.5K- 74.77% |
$325K - $339K
|
14K
$112K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.46K- 9.51% |
$42.8K - $44.6K
|
51.9K
$415K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.01K+ 0.18% |
$47.1K - $49.1K
|
3.42M
$27.4M
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
213K+ 95.47% |
$1.67M - $1.74M
|
437K
$3.49M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.83K+ 4.77% |
$37.8K - $39.4K
|
106K
$850K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.08K+ 5.4% |
$8.49K - $8.85K
|
21.2K
$169K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
429+ 2.73% |
$3.36K - $3.5K
|
16.1K
$129K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.78K+ 11.53% |
$21.7K - $22.7K
|
26.9K
$215K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-8.27K- 2.1% |
$64.8K - $67.5K
|
385K
$3.08M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-28.2K- 2.76% |
$221K - $230K
|
994K
$7.95M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.4K+ 32.81% |
$300K - $313K
|
155K
$1.24M
|