Latest Institutional Purchases of Nuveen Preferred & Income Opportunities Fund (JPC)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$18.3K - $20.7K
|
3.07K
$24.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$18K - $20.5K
|
3.03K
$24.5K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.98KNew |
$11.8K - $13.4K
|
1.98K
$16K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.95KNew |
$11.6K - $13.2K
|
1.95K
$15.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.06KNew |
$6.29K - $7.14K
|
1.06K
$8.53K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$5.98K - $6.78K
|
1K
$8.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
909New |
$5.42K - $6.14K
|
909
$7.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
800+ 2.35% |
$4.77K - $5.41K
|
34.9K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
625New |
$3.73K - $4.23K
|
625
$5.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494New |
$2.94K - $3.34K
|
494
$3.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
304+ 37.95% |
$1.81K - $2.06K
|
1.11K
$8.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
219New |
$1.31K - $1.48K
|
219
$1.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
66New |
$393 - $446
|
66
$533
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14New |
$83.4 - $94.6
|
14
$113
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4New |
$23.8 - $27
|
4
$32.3
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$11.9 - $13.5
|
2
$16.2
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
440KNew |
$2.75M - $2.91M
|
440K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
183KNew |
$1.14M - $1.21M
|
183K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25KNew |
$157K - $166K
|
25K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.8KNew |
$80.1K - $84.7K
|
12.8K
$103K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.75KNew |
$42.3K - $44.7K
|
6.75K
$54.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
53.9KNew |
$322K - $353K
|
53.9K
$436K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
38K+ 11.89% |
$227K - $248K
|
357K
$2.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.5KNew |
$68.8K - $75.3K
|
11.5K
$93K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
9.33KNew |
$56.5K - $74.9K
|
9.33K
$75.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.4KNew |
$8.48K - $11.2K
|
1.4K
$11.3K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$6.06 - $8.03
|
10.1K
$81.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25KNew |
$168K - $193K
|
25K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$136K - $157K
|
20.4K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17KNew |
$114K - $131K
|
17K
$137K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.8KNew |
$72.4K - $83.4K
|
10.8K
$87.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$13.4K - $15.4K
|
2K
$16.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
801New |
$5.37K - $6.18K
|
801
$6.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$6.7 - $7.72
|
1
$8.08
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
13KNew |
$90K - $109K
|
13K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5K+ 33.33% |
$34.6K - $42.1K
|
20K
$162K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$5.19K - $6.31K
|
750
$6.06K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
302New |
$2.09K - $2.54K
|
302
$2.44K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
134+ 1.29% |
$927 - $1.13K
|
10.5K
$85K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.2KNew |
$75K - $88.8K
|
10.2K
$82.4K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$36K - $42.7K
|
4.9K
$39.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$29.4K - $34.8K
|
4K
$32.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.11KNew |
$22.8K - $27K
|
3.11K
$25.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17KNew |
$15.9K - $18.9K
|
2.17K
$17.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
478New |
$3.51K - $4.16K
|
478
$3.86K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
67New |
$492 - $584
|
67
$541
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
67New |
$492 - $584
|
67
$541
|
|