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 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.47K- 6.34% |
$10K - $10.7K
|
21.7K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.48K- 0.14% |
$10.1K - $10.8K
|
1.07M
$8.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.56K- 2.79% |
$10.6K - $11.4K
|
54.2K
$437K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.6K- 0.77% |
$10.9K - $11.7K
|
205K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.67K- 4.21% |
$11.4K - $12.2K
|
38K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.95K- 11.43% |
$13.3K - $14.2K
|
15.1K
$122K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.98K- 11.0% |
$13.5K - $14.4K
|
16K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2K- 4.88% |
$13.7K - $14.6K
|
39K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.02K- 58.43% |
$13.8K - $14.7K
|
1.44K
$11.6K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.14K- 15.15% |
$14.6K - $15.6K
|
12K
$96.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.17K- 2.42% |
$14.8K - $15.8K
|
87.4K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.48K- 12.9% |
$16.9K - $18.1K
|
16.7K
$135K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 3.47% |
$17.7K - $18.9K
|
72K
$580K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 8.8% |
$18K - $19.2K
|
27.3K
$220K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.03K- 11.4% |
$20.7K - $22.1K
|
23.6K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.33K- 96.11% |
$22.8K - $24.3K
|
135
$1.09K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.43K- 99.36% |
$23.4K - $25K
|
22
$177
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.51K- 13.71% |
$24K - $25.7K
|
22.1K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.59K- 15.62% |
$24.5K - $26.2K
|
19.4K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.8K- 18.39% |
$25.9K - $27.7K
|
16.8K
$136K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.01K- 13.81% |
$27.4K - $29.3K
|
25K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.36K- 0.81% |
$29.8K - $31.8K
|
532K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 9.09% |
$34.2K - $36.5K
|
50K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.57K- 12.71% |
$38K - $40.7K
|
38.3K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.09K- 54.58% |
$41.6K - $44.4K
|
5.07K
$40.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.6K- 50.37% |
$45.1K - $48.2K
|
6.5K
$52.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.66K- 6.8% |
$45.5K - $48.6K
|
91.3K
$736K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6.72K- 19.84% |
$45.9K - $49.1K
|
27.1K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.99K- 20.27% |
$47.8K - $51.1K
|
27.5K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7K- 25.93% |
$47.8K - $51.1K
|
20K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-7.17K- 7.27% |
$49K - $52.3K
|
91.5K
$738K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.37K- 1.53% |
$50.3K - $53.8K
|
475K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.49K- 4.09% |
$51.1K - $54.7K
|
175K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.91K- 1.52% |
$60.8K - $65K
|
579K
$4.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.26K- 10.48% |
$63.2K - $67.6K
|
79.1K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.79K- 96.46% |
$66.9K - $71.5K
|
359
$2.89K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-10K- 31.4% |
$68.3K - $73K
|
21.9K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.9K- 6.68% |
$74.7K - $79.8K
|
153K
$1.23M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12.8K- 20.72% |
$87.3K - $93.3K
|
48.9K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14K- 8.12% |
$95.6K - $102K
|
158K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 50.84% |
$97K - $104K
|
13.7K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.7K- 1.89% |
$107K - $115K
|
815K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16K- 26.51% |
$110K - $117K
|
44.5K
$358K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-17.1K- 22.35% |
$117K - $125K
|
59.5K
$479K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.1K- 29.92% |
$137K - $147K
|
47.1K
$380K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-22.3K- 47.63% |
$152K - $163K
|
24.5K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23.3K- 57.15% |
$159K - $170K
|
17.5K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24K- 4.23% |
$164K - $175K
|
543K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.6K- 25.02% |
$168K - $180K
|
73.9K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-27K- 69.23% |
$184K - $197K
|
12K
$96.7K
|