Purchases and Sales Made in Q4 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-73.9K- 77.97% |
$579K - $603K
|
20.9K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-76.7K- 64.02% |
$601K - $626K
|
43.1K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-108K- 88.56% |
$849K - $885K
|
14K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 3.35% |
$907K - $945K
|
3.35M
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 16.47% |
$922K - $961K
|
597K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-128K- 13.99% |
$1.01M - $1.05M
|
790K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-133K- 27.53% |
$1.04M - $1.09M
|
351K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-289K- 46.42% |
$2.26M - $2.36M
|
334K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-297K- 9.26% |
$2.33M - $2.43M
|
2.91M
$23.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-338K- 86.24% |
$2.65M - $2.76M
|
54K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-370K- 27.09% |
$2.9M - $3.02M
|
996K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-482K- 9.21% |
$3.77M - $3.93M
|
4.75M
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-703K- 65.71% |
$5.5M - $5.73M
|
367K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.72M- 18.35% |
$13.5M - $14M
|
7.66M
$60.6M
|