Purchases and Sales Made in Q4 2023 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2023. 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 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
16.7KNew |
$99.6K - $113K
|
16.7K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.5KNew |
$98.6K - $112K
|
16.5K
$133K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.1KNew |
$95.7K - $109K
|
16.1K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16K+ 36.08% |
$95.6K - $108K
|
60.5K
$485K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.9KNew |
$94.8K - $107K
|
15.9K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.8KNew |
$94.4K - $107K
|
15.8K
$127K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$93.8K - $106K
|
15.7K
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$93.7K - $106K
|
15.7K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
15.7KNew |
$93.5K - $106K
|
15.7K
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.3KNew |
$91.4K - $104K
|
15.3K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.3K+ 1017.4% |
$91K - $103K
|
16.8K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.2KNew |
$90.4K - $103K
|
15.2K
$122K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
15.1KNew |
$90.1K - $102K
|
15.1K
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.6KNew |
$87.2K - $98.9K
|
14.6K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$86.4K - $98K
|
14.5K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2KNew |
$84.9K - $96.2K
|
14.2K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
14.2KNew |
$84.4K - $95.7K
|
14.2K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.1KNew |
$84.2K - $95.5K
|
14.1K
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
13.7KNew |
$81.4K - $92.3K
|
13.7K
$110K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$80.8K - $91.7K
|
13.6K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.5KNew |
$80.7K - $91.5K
|
13.5K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
13.5KNew |
$80.4K - $91.2K
|
13.5K
$108K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
13.4KNew |
$80.1K - $90.8K
|
13.4K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$79.7K - $90.4K
|
13.4K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.3KNew |
$79.3K - $90K
|
13.3K
$107K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.2KNew |
$78.8K - $89.4K
|
13.2K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 98.68% |
$78.3K - $88.8K
|
26.5K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
13.1KNew |
$78.1K - $88.5K
|
13.1K
$105K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9KNew |
$76.6K - $86.9K
|
12.9K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
12.6K+ 1610.88% |
$75K - $85K
|
13.4K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$74.4K - $84.4K
|
12.5K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
12.4KNew |
$73.7K - $83.5K
|
12.4K
$99.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.9KNew |
$70.9K - $80.5K
|
11.9K
$95.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.8KNew |
$70.1K - $79.6K
|
11.8K
$94.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11.6KNew |
$68.8K - $78.1K
|
11.6K
$92.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.4KNew |
$67.7K - $76.8K
|
11.4K
$91.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11.2KNew |
$66.5K - $75.4K
|
11.2K
$89.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.1KNew |
$66.4K - $75.3K
|
11.1K
$89.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11KNew |
$65.4K - $74.2K
|
11K
$88K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.9KNew |
$65.2K - $73.9K
|
10.9K
$87.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.8KNew |
$64.6K - $73.3K
|
10.8K
$86.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$63.9K - $72.5K
|
10.7K
$86K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 25.58% |
$63.1K - $71.5K
|
51.9K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6KNew |
$63K - $71.4K
|
10.6K
$84.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.5KNew |
$62.5K - $70.9K
|
10.5K
$84.2K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$62K - $70.4K
|
10.4K
$83.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$61.7K - $70K
|
10.4K
$83K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$61K - $69.2K
|
10.2K
$82.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
10.1KNew |
$60.5K - $68.6K
|
10.1K
$81.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
10.1KNew |
$60.1K - $68.2K
|
10.1K
$80.9K
|