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 |
|---|---|---|---|---|---|---|---|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 0.31% |
$224 - $248
|
10.6K
$84.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.27% |
$204 - $226
|
11.2K
$89.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$170 - $188
|
10.2K
$81.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
23+ 0.9% |
$156 - $173
|
2.57K
$20.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.14% |
$129 - $143
|
13.6K
$109K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17+ 0.11% |
$116 - $128
|
15.1K
$121K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 1.93% |
$54.4 - $60.2
|
423
$3.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.06% |
$54.4 - $60.2
|
13.2K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 4.55% |
$6.8 - $7.52
|
23
$184
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 0.21% |
$34 - $37.6
|
2.39K
$19.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-13- 0.02% |
$88.4 - $97.8
|
58.3K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-99- 0.09% |
$673 - $744
|
104K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 13.92% |
$673 - $744
|
612
$4.91K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-172- 0.19% |
$1.17K - $1.29K
|
90.5K
$726K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-296- 2.04% |
$2.01K - $2.23K
|
14.2K
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-378- 0.55% |
$2.57K - $2.84K
|
68.4K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-519- 0.96% |
$3.53K - $3.9K
|
53.7K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-668- 97.09% |
$4.54K - $5.02K
|
20
$160
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-727- 1.47% |
$4.94K - $5.47K
|
48.6K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-829- 2.13% |
$5.64K - $6.23K
|
38.1K
$305K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-858- 1.7% |
$5.83K - $6.45K
|
49.7K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-888- 3.98% |
$6.04K - $6.68K
|
21.4K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-988- 0.97% |
$6.72K - $7.43K
|
101K
$812K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-988- 7.42% |
$6.72K - $7.43K
|
12.3K
$98.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 46.43% |
$6.8K - $7.52K
|
1.15K
$9.26K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.03K- 1.73% |
$6.98K - $7.72K
|
58.4K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.16K- 3.39% |
$7.88K - $8.72K
|
33.1K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.19K- 1.47% |
$8.06K - $8.91K
|
79.4K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 6.27% |
$8.1K - $8.96K
|
17.8K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.29K- 0.39% |
$8.79K - $9.72K
|
329K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.33K- 5.32% |
$9.04K - $10K
|
23.7K
$190K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.41K- 3.17% |
$9.59K - $10.6K
|
43.1K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.52K- 1.81% |
$10.3K - $11.4K
|
82.6K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.54K- 8.92% |
$10.4K - $11.5K
|
15.7K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.55K- 5.84% |
$10.6K - $11.7K
|
25K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.89K- 37.29% |
$12.8K - $14.2K
|
3.18K
$25.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.9K- 4.97% |
$12.9K - $14.3K
|
36.3K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.98K- 11.3% |
$13.4K - $14.9K
|
15.5K
$124K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.98K- 9.09% |
$13.4K - $14.9K
|
19.8K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2K- 7.77% |
$13.6K - $15K
|
23.7K
$190K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2K- 9.15% |
$13.6K - $15K
|
19.9K
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.06K- 8.87% |
$14K - $15.5K
|
21.1K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.49K- 18.14% |
$16.9K - $18.7K
|
11.2K
$90.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.69K- 4.41% |
$18.3K - $20.3K
|
58.4K
$469K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.9K- 2.58% |
$19.7K - $21.8K
|
109K
$878K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.2K- 15.94% |
$21.8K - $24.1K
|
16.9K
$135K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.26K- 11.83% |
$22.1K - $24.5K
|
24.3K
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.37K- 0.62% |
$22.9K - $25.3K
|
539K
$4.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.55K- 59.01% |
$24.1K - $26.7K
|
2.46K
$19.7K
|