Purchases and Sales Made in Q4 2022 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
801New |
$5.37K - $6.18K
|
801
$6.41K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
801New |
$5.37K - $6.18K
|
801
$6.41K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$5.03K - $5.79K
|
750
$6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
417+ 2.24% |
$2.79K - $3.22K
|
19K
$152K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
322+ 0.3% |
$2.16K - $2.49K
|
107K
$854K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
305+ 2.96% |
$2.04K - $2.35K
|
10.6K
$85K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
138+ 2.95% |
$925 - $1.07K
|
4.81K
$38.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
57+ 0.1% |
$382 - $440
|
59.6K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.04% |
$26.8 - $30.9
|
10.1K
$81K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$6.7 - $7.72
|
1
$8
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 0.27% |
$6.7 - $7.72
|
376
$3.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 38.89% |
$46.9 - $54
|
11
$88
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-264- 0.36% |
$1.77K - $2.04K
|
72.6K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-458- 1.59% |
$3.07K - $3.54K
|
28.4K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-500- 2.53% |
$3.35K - $3.86K
|
19.2K
$154K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-588- 15.08% |
$3.94K - $4.54K
|
3.31K
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-732- 4.86% |
$4.9K - $5.65K
|
14.3K
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-750- 1.94% |
$5.03K - $5.79K
|
37.8K
$303K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.44K- 2.65% |
$9.62K - $11.1K
|
52.8K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 10.15% |
$14.1K - $16.3K
|
18.7K
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 4.78% |
$14.2K - $16.4K
|
42.2K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.15K- 4.05% |
$14.4K - $16.6K
|
50.9K
$407K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.64K- 1.25% |
$17.7K - $20.4K
|
210K
$1.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.74K- 4.78% |
$18.3K - $21.1K
|
54.5K
$436K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 1.27% |
$19.3K - $22.3K
|
224K
$1.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.96K- 15.67% |
$19.8K - $22.8K
|
15.9K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.07K- 1.05% |
$20.5K - $23.7K
|
289K
$2.31M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 3.28% |
$22.5K - $26K
|
99.1K
$792K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.76K- 39.95% |
$25.2K - $29K
|
5.65K
$45.2K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 8.6% |
$29.6K - $34.1K
|
47K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.83K- 10.43% |
$39.1K - $45K
|
50.1K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.09K- 25.58% |
$47.5K - $54.7K
|
20.6K
$165K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.66K- 9.21% |
$51.3K - $59.1K
|
75.5K
$604K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.23K- 2.9% |
$55.1K - $63.5K
|
275K
$2.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.56K- 6.1% |
$57.3K - $66.1K
|
132K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.1K- 28.89% |
$67.3K - $77.6K
|
24.7K
$198K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 2.35% |
$70.6K - $81.3K
|
437K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.2K- 4.5% |
$82.1K - $94.6K
|
260K
$2.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-14K- 4.32% |
$93.6K - $108K
|
310K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-14.4K- 0.42% |
$96.6K - $111K
|
3.44M
$27.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-14.6K- 23.47% |
$97.5K - $112K
|
47.4K
$380K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.2K- 8.72% |
$108K - $125K
|
170K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-19K- 29.94% |
$127K - $147K
|
44.5K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-19.7K- 15.92% |
$132K - $152K
|
104K
$830K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-21.4K- 13.1% |
$143K - $165K
|
142K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 15.43% |
$190K - $219K
|
155K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-34K- 1.77% |
$228K - $263K
|
1.89M
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-34.3K- 37.3% |
$230K - $265K
|
57.7K
$461K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-36.6K- 8.59% |
$245K - $283K
|
390K
$3.12M
|