Purchases and Sales Made in Q2 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.47K+ 2.31% |
$44K - $48.7K
|
287K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.35K+ 1.15% |
$43.2K - $47.8K
|
556K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6K+ 16.82% |
$40.8K - $45.1K
|
41.7K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.39K+ 2.65% |
$36.6K - $40.5K
|
209K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5K+ 50.0% |
$34K - $37.6K
|
15K
$120K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5K+ 12.82% |
$34K - $37.6K
|
44K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 4.24% |
$31.1K - $34.4K
|
113K
$903K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.34K+ 34.59% |
$29.5K - $32.6K
|
16.9K
$135K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4.32K+ 66.4% |
$29.3K - $32.5K
|
10.8K
$86.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.17K+ 0.78% |
$28.3K - $31.3K
|
537K
$4.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.07K+ 29.09% |
$27.7K - $30.6K
|
18.1K
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.8K+ 11.27% |
$25.8K - $28.6K
|
37.5K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$24.7K - $27.4K
|
3.64K
$29.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.6K+ 8.5% |
$24.5K - $27.1K
|
45.9K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.45KNew |
$23.5K - $25.9K
|
3.45K
$27.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.32K+ 1.1% |
$22.6K - $25K
|
304K
$2.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.31K+ 3.71% |
$22.5K - $24.9K
|
92.5K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.97KNew |
$20.2K - $22.3K
|
2.97K
$23.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 15.14% |
$17.2K - $19.1K
|
19.3K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.5K+ 8.1% |
$17K - $18.8K
|
33.4K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.37K+ 17.93% |
$16.1K - $17.8K
|
15.6K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.42K+ 6.97% |
$9.67K - $10.7K
|
21.8K
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.38K+ 4.41% |
$9.38K - $10.4K
|
32.7K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.35K+ 3.17% |
$9.17K - $10.1K
|
43.9K
$352K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.24K+ 10.57% |
$8.4K - $9.29K
|
12.9K
$104K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
965New |
$6.56K - $7.26K
|
965
$7.74K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
870+ 6.94% |
$5.92K - $6.54K
|
13.4K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814New |
$5.54K - $6.12K
|
814
$6.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
789+ 2.89% |
$5.37K - $5.93K
|
28.1K
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
609New |
$4.14K - $4.58K
|
609
$4.88K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
597+ 5.85% |
$4.06K - $4.49K
|
10.8K
$86.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
576+ 2.93% |
$3.92K - $4.33K
|
20.2K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
519+ 4.14% |
$3.53K - $3.9K
|
13K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
506+ 0.53% |
$3.44K - $3.81K
|
95.2K
$764K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.4K - $3.76K
|
500
$4.01K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
481New |
$3.27K - $3.62K
|
481
$3.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
477New |
$3.24K - $3.59K
|
477
$3.83K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
395+ 1.87% |
$2.69K - $2.97K
|
21.6K
$173K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
387+ 1.87% |
$2.63K - $2.91K
|
21.1K
$169K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
276+ 2.01% |
$1.88K - $2.08K
|
14K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
197+ 1.47% |
$1.34K - $1.48K
|
13.6K
$109K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
153+ 2.02% |
$1.04K - $1.15K
|
7.73K
$62K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
92+ 0.32% |
$626 - $692
|
29K
$233K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 0.81% |
$503 - $556
|
9.21K
$73.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
67+ 0.58% |
$456 - $504
|
11.6K
$92.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
61+ 1.06% |
$415 - $459
|
5.79K
$46.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
55+ 0.12% |
$374 - $414
|
47.2K
$378K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
49+ 0.02% |
$333 - $368
|
290K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 2.03% |
$313 - $346
|
2.32K
$18.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
38+ 1.97% |
$258 - $286
|
1.97K
$15.8K
|