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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$61.7K - $70K
|
10.4K
$82.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
26.9K+ 636.33% |
$161K - $182K
|
31.2K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
10.1KNew |
$60.1K - $68.2K
|
10.1K
$80.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
20.2KNew |
$121K - $137K
|
20.2K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
625New |
$3.73K - $4.23K
|
625
$5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.95KNew |
$11.6K - $13.2K
|
1.95K
$15.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.1KNew |
$95.7K - $109K
|
16.1K
$128K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
909New |
$5.42K - $6.14K
|
909
$7.27K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$61K - $69.2K
|
10.2K
$81.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
15.1KNew |
$90.1K - $102K
|
15.1K
$121K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.9KNew |
$70.9K - $80.5K
|
11.9K
$95.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
66New |
$393 - $446
|
66
$528
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33.8KNew |
$202K - $229K
|
33.8K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$27.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-391- 3.59% |
$2.45K - $2.59K
|
10.5K
$84K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-178K- 66.57% |
$1.11M - $1.18M
|
89.3K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
183KNew |
$1.14M - $1.21M
|
183K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.8KNew |
$80.1K - $84.7K
|
12.8K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-696- 4.3% |
$4.36K - $4.61K
|
15.5K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25KNew |
$157K - $166K
|
25K
$200K
|
|
|
Nov 08, 2023
Q3 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
440KNew |
$2.75M - $2.91M
|
440K
$3.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317K- 52.9% |
$1.98M - $2.1M
|
282K
$2.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.75KNew |
$42.3K - $44.7K
|
6.75K
$54K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.5K- 41.46% |
$53.2K - $56.3K
|
12K
$96K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10KClosed |
$59.9K - $65.5K
|
0
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-101K- 84.67% |
$605K - $661K
|
18.3K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
53.9KNew |
$322K - $353K
|
53.9K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.32K+ 19.3% |
$49.8K - $54.4K
|
51.5K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.22K- 12.88% |
$37.2K - $40.7K
|
42.1K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.5KNew |
$68.8K - $75.3K
|
11.5K
$92.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
38K+ 11.89% |
$227K - $248K
|
357K
$2.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-7.58K- 39.69% |
$45.3K - $49.6K
|
11.5K
$92.2K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-494- 78.41% |
$2.99K - $3.97K
|
136
$1.09K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-33.3KClosed |
$202K - $268K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
9.33KNew |
$56.5K - $74.9K
|
9.33K
$74.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$8.48K - $11.2K
|
1.4K
$11.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$80.7K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
801New |
$5.37K - $6.18K
|
801
$6.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$6.7 - $7.72
|
1
$8
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.8KNew |
$72.4K - $83.4K
|
10.8K
$86.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$136K - $157K
|
20.4K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25KNew |
$168K - $193K
|
25K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17KNew |
$114K - $131K
|
17K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.23K- 2.9% |
$55.1K - $63.5K
|
275K
$2.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$13.4K - $15.4K
|
2K
$16K
|
|
| Q3 2022 | |||||||
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-25.1KClosed |
$174K - $211K
|
0
$0
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$5.19K - $6.31K
|
750
$6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
302New |
$2.09K - $2.54K
|
302
$2.42K
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
13KNew |
$90K - $109K
|
13K
$104K
|
|