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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4.44KNew |
$33.1K - $36.5K
|
4.44K
$35.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-352- 1.45% |
$2.62K - $2.9K
|
23.9K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.66K- 36.43% |
$42.1K - $46.5K
|
9.87K
$78.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.02% |
$7.45 - $8.23
|
4.94K
$39.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$97.4K - $108K
|
13.1K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
355+ 4.69% |
$2.64K - $2.92K
|
7.93K
$63.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$22.4K - $24.7K
|
3K
$24K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 7.22% |
$334K - $369K
|
667K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.68% |
$4.02K - $4.44K
|
80.2K
$642K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 8.01% |
$1.42M - $1.56M
|
2.56M
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.6KNew |
$206K - $228K
|
27.6K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.5K- 36.2% |
$250K - $276K
|
59K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.76% |
$7.45 - $8.23
|
22
$176
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
14.5KNew |
$108K - $120K
|
14.5K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$80K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$10K - $11K
|
1.34K
$10.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 0.18% |
$291 - $321
|
21.5K
$172K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-887- 6.61% |
$6.61K - $7.3K
|
12.5K
$100K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 2.45% |
$730 - $807
|
3.9K
$31.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 16.67% |
$14.9K - $16.5K
|
10K
$80K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.6KNew |
$123K - $136K
|
16.6K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-988- 6.28% |
$7.36K - $8.13K
|
14.7K
$118K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.55KNew |
$11.5K - $12.7K
|
1.55K
$12.4K
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
49+ 0.02% |
$333 - $368
|
290K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2K- 7.77% |
$13.6K - $15K
|
23.7K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-829- 2.13% |
$5.64K - $6.23K
|
38.1K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-26.8K- 51.93% |
$182K - $202K
|
24.8K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10.7KNew |
$72.7K - $80.4K
|
10.7K
$85.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.99M- 28.22% |
$13.5M - $14.9M
|
5.06M
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.97KNew |
$20.2K - $22.3K
|
2.97K
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15KNew |
$102K - $113K
|
15K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 13.92% |
$673 - $744
|
612
$4.9K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.3KNew |
$69.7K - $77.1K
|
10.3K
$82K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.49K- 18.14% |
$16.9K - $18.7K
|
11.2K
$89.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.37K+ 17.93% |
$16.1K - $17.8K
|
15.6K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-358K- 81.61% |
$2.43M - $2.69M
|
80.6K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
23+ 0.9% |
$156 - $173
|
2.57K
$20.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
11.7KNew |
$79.3K - $87.7K
|
11.7K
$93.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$133K - $147K
|
19.5K
$156K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
477New |
$3.24K - $3.59K
|
477
$3.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.03K- 1.73% |
$6.98K - $7.72K
|
58.4K
$468K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.14% |
$129 - $143
|
13.6K
$109K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.98K- 9.09% |
$13.4K - $14.9K
|
19.8K
$158K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814New |
$5.54K - $6.12K
|
814
$6.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.67K- 39.57% |
$45.3K - $50.1K
|
10.2K
$81.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.4K - $3.76K
|
500
$4K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5K+ 50.0% |
$34K - $37.6K
|
15K
$120K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.6KNew |
$78.6K - $86.9K
|
11.6K
$92.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.96K- 1.93% |
$26.9K - $29.7K
|
201K
$1.61M
|
|