Purchases and Sales Made in Q1 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q1 2024. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$117K - $125K
|
17.2K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15.5KNew |
$106K - $113K
|
15.5K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.5KNew |
$98.9K - $106K
|
14.5K
$117K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
14.4K+ 74.57% |
$98.4K - $105K
|
33.7K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 20.12% |
$98K - $105K
|
85.6K
$690K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14KNew |
$95.6K - $102K
|
14K
$113K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
13.4K+ 76.42% |
$91.3K - $97.6K
|
30.9K
$249K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.6K+ 38.91% |
$86K - $91.9K
|
45K
$362K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.6KNew |
$85.7K - $91.6K
|
12.6K
$101K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12KNew |
$82K - $87.6K
|
12K
$96.7K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.5KNew |
$78.8K - $84.2K
|
11.5K
$93K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.5KNew |
$78.6K - $84K
|
11.5K
$92.8K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11KNew |
$75.1K - $80.2K
|
11K
$88.6K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11KNew |
$75K - $80.2K
|
11K
$88.5K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
10.7K+ 470.42% |
$72.8K - $77.8K
|
12.9K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 59.6% |
$71K - $75.9K
|
27.8K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$69.7K - $74.5K
|
10.2K
$82.3K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10.1KNew |
$69.2K - $74K
|
10.1K
$81.7K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$68.3K - $73K
|
10K
$80.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10KNew |
$68.3K - $73K
|
10K
$80.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.68K+ 88.96% |
$66.1K - $70.6K
|
20.6K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.22KNew |
$63K - $67.3K
|
9.22K
$74.3K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.22K+ 53.14% |
$62.9K - $67.3K
|
26.6K
$214K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.51K+ 1.64% |
$58.1K - $62.1K
|
529K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.44K+ 79.9% |
$57.7K - $61.6K
|
19K
$153K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7.58KNew |
$51.7K - $55.3K
|
7.58K
$61.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.37K+ 0.4% |
$50.4K - $53.8K
|
1.85M
$15M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 103.11% |
$47.6K - $50.9K
|
13.7K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.55K+ 13.44% |
$44.7K - $47.8K
|
55.3K
$445K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.52K+ 2.78% |
$44.5K - $47.6K
|
241K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.78KNew |
$32.6K - $34.9K
|
4.78K
$38.5K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.72K+ 5.95% |
$32.2K - $34.4K
|
83.9K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.55K+ 0.65% |
$31K - $33.2K
|
704K
$5.68M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.7K+ 17.96% |
$25.3K - $27K
|
24.3K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.64K+ 3.78% |
$24.8K - $26.6K
|
99.7K
$804K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.47K+ 25.55% |
$23.7K - $25.3K
|
17K
$137K
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
3.21K+ 0.81% |
$21.9K - $23.4K
|
399K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$20.5K - $21.9K
|
3K
$24.2K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.51K+ 14.04% |
$17.2K - $18.3K
|
20.4K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.47K+ 13.04% |
$16.9K - $18K
|
21.4K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4KNew |
$16.4K - $17.5K
|
2.4K
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.14K+ 2.31% |
$14.6K - $15.6K
|
94.7K
$764K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.99K+ 0.72% |
$13.6K - $14.5K
|
277K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.98KNew |
$13.5K - $14.4K
|
1.98K
$15.9K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.96K+ 1.84% |
$13.4K - $14.3K
|
109K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.94K+ 3.28% |
$13.3K - $14.2K
|
61.1K
$493K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.81K+ 16.9% |
$12.4K - $13.2K
|
12.5K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 1.61% |
$11.7K - $12.5K
|
108K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.68KNew |
$11.5K - $12.3K
|
1.68K
$13.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 21.34% |
$11K - $11.7K
|
9.13K
$73.6K
|