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 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$59.6K - $67.6K
|
10K
$80.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.79K+ 2727.58% |
$58.4K - $66.2K
|
10.2K
$81.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.48K+ 16.41% |
$56.5K - $64.1K
|
67.2K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9.03K+ 78.01% |
$53.8K - $61K
|
20.6K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
8.8KNew |
$52.4K - $59.5K
|
8.8K
$70.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.86K+ 342.89% |
$46.8K - $53.1K
|
10.2K
$81.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.53KNew |
$44.9K - $50.9K
|
7.53K
$60.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.5K+ 50.03% |
$44.7K - $50.7K
|
22.5K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.47KNew |
$44.5K - $50.5K
|
7.47K
$60.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.21KNew |
$43K - $48.7K
|
7.21K
$58.1K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.76K+ 202.88% |
$40.3K - $45.7K
|
10.1K
$81.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.76KNew |
$40.3K - $45.7K
|
6.76K
$54.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.01KNew |
$35.8K - $40.6K
|
6.01K
$48.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6K+ 17.14% |
$35.8K - $40.6K
|
41K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.19K+ 37.59% |
$30.9K - $35.1K
|
19K
$153K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.94KNew |
$29.5K - $33.4K
|
4.94K
$39.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.94K+ 247.15% |
$29.5K - $33.4K
|
6.94K
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.91K+ 1.95% |
$29.3K - $33.2K
|
256K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4.71KNew |
$28.1K - $31.8K
|
4.71K
$37.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.51K+ 15.89% |
$20.9K - $23.8K
|
25.6K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.49K+ 158.68% |
$20.8K - $23.6K
|
5.69K
$45.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.47KNew |
$20.7K - $23.5K
|
3.47K
$28K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
3.45KNew |
$20.6K - $23.3K
|
3.45K
$27.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.45KNew |
$20.6K - $23.3K
|
3.45K
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$27.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.42KNew |
$20.4K - $23.1K
|
3.42K
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$18.3K - $20.7K
|
3.07K
$24.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$18K - $20.5K
|
3.03K
$24.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 19.96% |
$17.3K - $19.6K
|
17.4K
$141K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.3K+ 199.05% |
$13.7K - $15.5K
|
3.45K
$27.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.29KNew |
$13.6K - $15.4K
|
2.29K
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.27KNew |
$13.5K - $15.3K
|
2.27K
$18.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 12.51% |
$12.7K - $14.5K
|
19.2K
$155K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.98KNew |
$11.8K - $13.4K
|
1.98K
$15.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.98KNew |
$11.8K - $13.4K
|
1.98K
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.95KNew |
$11.6K - $13.2K
|
1.95K
$15.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.91KNew |
$11.4K - $12.9K
|
1.91K
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76K+ 31.25% |
$10.5K - $11.9K
|
7.41K
$59.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.55KNew |
$9.21K - $10.4K
|
1.55K
$12.5K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.41K+ 12.28% |
$8.43K - $9.56K
|
12.9K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23KNew |
$7.32K - $8.31K
|
1.23K
$9.91K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.12K+ 10.02% |
$6.69K - $7.59K
|
12.3K
$99.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.06KNew |
$6.29K - $7.14K
|
1.06K
$8.51K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$5.98K - $6.78K
|
1K
$8.08K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
988New |
$5.89K - $6.68K
|
988
$7.96K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
909New |
$5.42K - $6.14K
|
909
$7.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
800+ 2.35% |
$4.77K - $5.41K
|
34.9K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
734+ 174.76% |
$4.37K - $4.96K
|
1.15K
$9.3K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
670New |
$3.99K - $4.53K
|
670
$5.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
668+ 3340.0% |
$3.98K - $4.52K
|
688
$5.55K
|