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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
541+ 1.33% |
$4.03K - $4.45K
|
41.3K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.68% |
$4.02K - $4.44K
|
80.2K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
511+ 2.43% |
$3.81K - $4.21K
|
21.6K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
364+ 2.6% |
$2.71K - $3K
|
14.3K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
355+ 4.69% |
$2.64K - $2.92K
|
7.93K
$63.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
340+ 1.59% |
$2.53K - $2.8K
|
21.8K
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 24.41% |
$2.24K - $2.47K
|
1.53K
$12.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
200+ 0.6% |
$1.49K - $1.65K
|
33.3K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
197+ 9.96% |
$1.47K - $1.62K
|
2.17K
$17.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 0.41% |
$1.44K - $1.59K
|
47.4K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
191+ 1.9% |
$1.42K - $1.57K
|
10.3K
$82.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 805.0% |
$1.2K - $1.33K
|
181
$1.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
123+ 0.42% |
$916 - $1.01K
|
29.1K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.66% |
$767 - $848
|
15.7K
$127K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
84+ 0.73% |
$626 - $691
|
11.7K
$94K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 1.43% |
$618 - $683
|
5.88K
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
74+ 0.14% |
$551 - $609
|
53.8K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
52+ 2.64% |
$387 - $428
|
2.02K
$16.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 0.41% |
$320 - $354
|
10.6K
$85.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43+ 0.05% |
$320 - $354
|
90.6K
$730K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41+ 0.2% |
$305 - $337
|
20.3K
$163K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.18% |
$201 - $222
|
15.2K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$194 - $214
|
26
$210
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.18% |
$149 - $165
|
11.2K
$90.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.08% |
$82 - $90.5
|
13.2K
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 2.7% |
$59.6 - $65.8
|
304
$2.45K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.95% |
$29.8 - $32.9
|
427
$3.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 4.35% |
$7.45 - $8.23
|
24
$193
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.76% |
$7.45 - $8.23
|
22
$177
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.02% |
$7.45 - $8.23
|
4.94K
$39.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1- 0.01% |
$7.45 - $8.23
|
15.5K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 0.18% |
$291 - $321
|
21.5K
$173K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 2.45% |
$730 - $807
|
3.9K
$31.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106- 4.58% |
$790 - $872
|
2.21K
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-148- 24.3% |
$1.1K - $1.22K
|
461
$3.72K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-153- 1.98% |
$1.14K - $1.26K
|
7.58K
$61.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-165- 0.7% |
$1.23K - $1.36K
|
23.5K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-197- 1.45% |
$1.47K - $1.62K
|
13.4K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-338- 0.14% |
$2.52K - $2.78K
|
234K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-352- 1.45% |
$2.62K - $2.9K
|
23.9K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-425- 0.93% |
$3.17K - $3.5K
|
45.5K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-482- 3.91% |
$3.59K - $3.97K
|
11.8K
$95.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-570- 1.74% |
$4.25K - $4.69K
|
32.1K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-687- 1.65% |
$5.12K - $5.65K
|
41K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-688- 5.33% |
$5.13K - $5.66K
|
12.2K
$98.5K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-700- 4.13% |
$5.22K - $5.76K
|
16.3K
$131K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-887- 6.61% |
$6.61K - $7.3K
|
12.5K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-987- 2.76% |
$7.35K - $8.12K
|
34.8K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-988- 27.17% |
$7.36K - $8.13K
|
2.65K
$21.4K
|