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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.57K- 0.67% |
$24.3K - $26.8K
|
529K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.76K- 0.94% |
$25.5K - $28.2K
|
397K
$3.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.96K- 1.93% |
$26.9K - $29.7K
|
201K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.2K- 3.85% |
$28.5K - $31.5K
|
105K
$839K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-4.2K- 5.0% |
$28.6K - $31.6K
|
79.7K
$639K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.54K- 4.55% |
$30.9K - $34.1K
|
95.2K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.7K- 6.16% |
$32K - $35.4K
|
71.6K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.06K- 1.05% |
$34.4K - $38.1K
|
477K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.29K- 13.92% |
$35.9K - $39.8K
|
32.7K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.34K- 23.74% |
$36.3K - $40.1K
|
17.2K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.78K- 6.33% |
$39.3K - $43.5K
|
85.5K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.79K- 44.81% |
$39.4K - $43.5K
|
7.13K
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5.8K- 51.21% |
$39.4K - $43.6K
|
5.52K
$44.3K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.61K- 28.03% |
$44.9K - $49.7K
|
17K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.65K- 15.06% |
$45.2K - $50K
|
37.5K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.67K- 39.57% |
$45.3K - $50.1K
|
10.2K
$81.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 25.31% |
$47.9K - $53K
|
20.8K
$167K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-8.18K- 16.72% |
$55.6K - $61.5K
|
40.7K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.78K- 0.92% |
$66.5K - $73.6K
|
1.06M
$8.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.5K- 34.49% |
$71.6K - $79.2K
|
20K
$160K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-16.1K- 18.46% |
$110K - $121K
|
71.3K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 19.26% |
$116K - $129K
|
71.7K
$575K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.9K- 51.71% |
$156K - $172K
|
21.4K
$171K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-24.3K- 23.51% |
$165K - $182K
|
78.9K
$633K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.8K- 5.23% |
$169K - $187K
|
450K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-26.8K- 51.93% |
$182K - $202K
|
24.8K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-28.3K- 70.66% |
$192K - $213K
|
11.7K
$94.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.9K- 17.01% |
$203K - $224K
|
146K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 2.15% |
$204K - $226K
|
1.37M
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.3K- 11.45% |
$206K - $228K
|
234K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.1K- 64.56% |
$225K - $249K
|
18.2K
$146K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-39.4K- 46.04% |
$268K - $297K
|
46.2K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-55.7K- 60.91% |
$379K - $419K
|
35.8K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-95.6K- 74.19% |
$650K - $719K
|
33.2K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 12.95% |
$718K - $793K
|
710K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-115K- 9.83% |
$779K - $861K
|
1.05M
$8.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-262K- 26.24% |
$1.78M - $1.97M
|
735K
$5.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-282K- 86.38% |
$1.92M - $2.12M
|
44.4K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-286K- 6.46% |
$1.94M - $2.15M
|
4.13M
$33.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-358K- 81.61% |
$2.43M - $2.69M
|
80.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-368K- 77.31% |
$2.5M - $2.77M
|
108K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-378K- 5.74% |
$2.57M - $2.84M
|
6.2M
$49.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-595K- 32.7% |
$4.04M - $4.47M
|
1.22M
$9.82M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09M- 8.09% |
$7.4M - $8.18M
|
12.4M
$99.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09M- 8.09% |
$7.4M - $8.18M
|
12.4M
$99.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.99M- 28.22% |
$13.5M - $14.9M
|
5.06M
$40.5M
|