Purchases and Sales Made in Q3 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$88.4K - $97.7K
|
11.9K
$95.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.8K+ 70.74% |
$88.1K - $97.3K
|
28.5K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8K+ 25.3% |
$87.6K - $96.8K
|
58.2K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
11.7KNew |
$86.8K - $95.9K
|
11.7K
$93.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$82.8K - $91.5K
|
11.1K
$89.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$82.8K - $91.5K
|
11.1K
$89.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 7.15% |
$77.5K - $85.7K
|
156K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 4.05% |
$76.1K - $84K
|
262K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 52.46% |
$75.3K - $83.2K
|
29.4K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$80.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10KNew |
$74.5K - $82.3K
|
10K
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.32K+ 1.53% |
$54.6K - $60.3K
|
485K
$3.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.29K+ 2.63% |
$54.3K - $60K
|
285K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.1K+ 9.91% |
$52.9K - $58.4K
|
78.7K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.14K+ 3.81% |
$45.7K - $50.5K
|
167K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.12K+ 6.42% |
$45.6K - $50.3K
|
101K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.7K+ 15.2% |
$42.5K - $46.9K
|
43.2K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.49K+ 74.13% |
$40.9K - $45.2K
|
12.9K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5.3K+ 49.0% |
$39.5K - $43.6K
|
16.1K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.05KNew |
$37.6K - $41.6K
|
5.05K
$40.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.97K+ 0.7% |
$37K - $40.9K
|
715K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.57K+ 64.08% |
$34K - $37.6K
|
11.7K
$94.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4.44KNew |
$33.1K - $36.5K
|
4.44K
$35.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.15K+ 16.67% |
$30.9K - $34.1K
|
29K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.12K+ 33.01% |
$30.7K - $33.9K
|
16.6K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.1K+ 0.91% |
$30.5K - $33.7K
|
454K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19K+ 3.73% |
$23.7K - $26.2K
|
88.7K
$715K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.06KNew |
$22.8K - $25.2K
|
3.06K
$24.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$22.4K - $24.7K
|
3K
$24.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.6KNew |
$19.4K - $21.4K
|
2.6K
$20.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.52K+ 0.47% |
$18.7K - $20.7K
|
542K
$4.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 17.67% |
$18.6K - $20.6K
|
16.6K
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.47K+ 4.72% |
$18.4K - $20.3K
|
54.8K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 0.26% |
$14.2K - $15.7K
|
751K
$6.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 7.6% |
$12.5K - $13.8K
|
23.8K
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.64K+ 17.85% |
$12.2K - $13.5K
|
10.9K
$87.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.55KNew |
$11.5K - $12.7K
|
1.55K
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47K+ 12.72% |
$10.9K - $12.1K
|
13K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 10.29% |
$10K - $11.1K
|
14.4K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$10K - $11K
|
1.34K
$10.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.25K+ 2.84% |
$9.31K - $10.3K
|
45.3K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 0.23% |
$8.98K - $9.93K
|
530K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
923+ 3.8% |
$6.88K - $7.6K
|
25.2K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
900+ 4.77% |
$6.71K - $7.41K
|
19.8K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
856+ 1.03% |
$6.38K - $7.04K
|
84.1K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
696+ 1.59% |
$5.19K - $5.73K
|
44.6K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
676+ 2.89% |
$5.04K - $5.56K
|
24.1K
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
640+ 5.43% |
$4.77K - $5.27K
|
12.4K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
586+ 1.79% |
$4.37K - $4.82K
|
33.3K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
551New |
$4.1K - $4.53K
|
551
$4.44K
|