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 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-988- 27.17% |
$7.36K - $8.13K
|
2.65K
$21.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-988- 6.28% |
$7.36K - $8.13K
|
14.7K
$118K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 5.77% |
$7.66K - $8.46K
|
16.8K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 1.79% |
$7.79K - $8.6K
|
57.4K
$460K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.05K- 4.99% |
$7.85K - $8.67K
|
20.1K
$161K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-1.18K- 1.72% |
$8.78K - $9.7K
|
67.2K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.18K- 6.88% |
$8.8K - $9.72K
|
16K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.25K- 0.22% |
$9.28K - $10.3K
|
555K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.6K- 1.46% |
$11.9K - $13.2K
|
108K
$865K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.75K- 55.21% |
$13.1K - $14.4K
|
1.42K
$11.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.84K- 3.93% |
$13.7K - $15.1K
|
44.9K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.84K- 6.55% |
$13.7K - $15.2K
|
26.3K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.95K- 2.36% |
$14.5K - $16.1K
|
80.6K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 16.67% |
$14.9K - $16.5K
|
10K
$80.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.27K- 14.51% |
$16.9K - $18.7K
|
13.4K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.3K- 2.42% |
$17.1K - $18.9K
|
92.9K
$745K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.39K- 23.71% |
$17.8K - $19.7K
|
7.7K
$61.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.47K- 13.6% |
$18.4K - $20.3K
|
15.7K
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.66K- 5.35% |
$19.8K - $21.9K
|
47.1K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.24K- 3.1% |
$24.1K - $26.7K
|
101K
$811K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52K- 7.93% |
$26.2K - $29K
|
40.9K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.95K- 20.01% |
$29.5K - $32.5K
|
15.8K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.22K- 5.34% |
$31.4K - $34.7K
|
74.7K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.69K- 5.91% |
$35K - $38.6K
|
74.7K
$599K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-5.34K- 1.34% |
$39.8K - $43.9K
|
393K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.39K- 16.2% |
$40.1K - $44.3K
|
27.9K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.66K- 36.43% |
$42.1K - $46.5K
|
9.87K
$79.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-6K- 30.23% |
$44.7K - $49.4K
|
13.9K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.39K- 29.29% |
$47.6K - $52.6K
|
15.4K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.58K- 36.3% |
$49K - $54.1K
|
11.5K
$92.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-7.85K- 0.76% |
$58.5K - $64.6K
|
1.02M
$8.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.84K- 1.69% |
$65.9K - $72.8K
|
514K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.13K- 8.11% |
$68K - $75.1K
|
103K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.2K- 25.87% |
$83.1K - $91.8K
|
32K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.2K- 3.91% |
$83.6K - $92.4K
|
276K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-15K- 38.02% |
$112K - $123K
|
24.4K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-16.1K- 27.58% |
$120K - $132K
|
42.2K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 4.79% |
$124K - $137K
|
331K
$2.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.4K- 5.6% |
$137K - $152K
|
310K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-22.6K- 57.55% |
$168K - $186K
|
16.7K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.5K- 36.2% |
$250K - $276K
|
59K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-37.4K- 23.79% |
$279K - $308K
|
120K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-81.5K- 88.32% |
$607K - $671K
|
10.8K
$86.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.8K- 76.62% |
$617K - $681K
|
25.3K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-101K- 3.05% |
$751K - $829K
|
3.2M
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 15.27% |
$836K - $924K
|
623K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-138K- 36.67% |
$1.03M - $1.14M
|
238K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-487K- 46.33% |
$3.63M - $4.01M
|
564K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-513K- 48.5% |
$3.82M - $4.22M
|
545K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-923K- 22.33% |
$6.88M - $7.6M
|
3.21M
$25.8M
|