JPC / Nuveen Preferred & Income Opportunities Fund - Institutionellt ägande - Säljare

Nuveen Preferred & Income Opportunities Fund
US ˙ NYSE ˙ US67073B1061

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-04 13F Prairie Wealth Advisors, Inc. 29 041 −3,84 235 −3,31
2025-08-13 13F Lido Advisors, LLC 398 064 −0,79 3 219 −0,06
2025-05-01 13F Ballentine Partners, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 9 150 −2,08 73 10,61
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-08-05 13F Sage Capital Management, LLC 20 500 −16,33 164 −15,90
2025-05-09 13F Investment Counsel Co Of Nevada 0 −100,00 0
2025-07-17 13F City Holding Co 0 −100,00 0
2025-05-06 13F Noesis Capital Mangement Corp 0 −100,00 0
2025-08-12 13F Advisors Asset Management, Inc. 1 036 282 −2,05 8 311 −1,32
2025-05-16 13F/A Goldman Sachs Group Inc 0 −100,00 0 −100,00
2025-08-12 13F Change Path, LLC 14 602 −2,14 117 −0,85
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-07-14 13F E&G Advisors, LP 90 550 −1,42 725 −0,69
2025-08-14 13F Mercer Global Advisors Inc /adv 30 861 −18,13 248 −17,67
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-07-24 13F Accredited Investor Services, Llc 11 610 −3,34 93 −2,11
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 11 147 −11,03 89 −10,10
2025-07-24 13F Us Bancorp \de\ 1 977 −91,93 16 −92,27
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 570 516 −22,63 4 576 −22,05
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Modern Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F CoreCap Advisors, LLC 237 784 −0,32 1 907 0,47
2025-06-12 13F/A Deutsche Bank Ag\ 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 1 154 −91,41 9 −91,51
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-05-08 13F We Are One Seven, LLC 0 −100,00 0
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 19 794 −5,31 159 −4,82
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 11 861 −9,37 95 −8,65
2025-05-15 13F Concorde Asset Management, LLC 17 651 −3,81 133 −8,33
2025-08-08 13F Fiera Capital Corp 269 309 −2,38 2 160 −1,64
2025-05-15 13F Second Line Capital, LLC 0 −100,00 0
2025-08-14 13F Sit Investment Associates Inc 1 196 141 −70,87 10 −71,87
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0 −100,00
2025-08-15 13F CI Private Wealth, LLC 16 531 −20,28 133 −20,00
2025-04-25 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-03 13F Sage Capital Advisors,llc 41 989 −8,84 337 −8,20
2025-05-13 13F Aptus Capital Advisors, LLC 0 −100,00 0
2025-04-30 13F Parr Mcknight Wealth Management Group, Llc 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-05 13F Blue Barn Wealth, LLC 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 11 059 −6,75 89 −6,38
2025-07-07 13F Centurion Wealth Management LLC 68 529 −1,22 550 0,73
2025-07-23 13F Elm3 Financial Group, LLC 0 −100,00 0
2025-08-12 13F LPL Financial LLC 1 898 223 −20,18 15 224 −19,58
2025-04-14 13F LexAurum Advisors, LLC 0 −100,00 0
2025-07-31 13F Gill Capital Partners, Llc 14 492 −1,73 116 −0,85
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 572 −94,97 13 −95,16
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-05-19 13F Smith Asset Management Co., LLC 357 253 −0,79 2 844 0,46
2025-08-04 13F IFG Advisory, LLC 34 989 −13,89 281 −13,31
2025-07-24 13F Etesian Wealth Advisors, Inc. 13 000 −7,14 104 −6,31
2025-08-11 13F Private Advisor Group, LLC 145 556 −7,73 1 167 −7,01
2025-05-08 13F Private Advisory Group LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 49 682 −2,77 398 −1,97
2025-08-08 13F/A Sequoia Financial Advisors, LLC 0 −100,00 0
2025-04-23 13F Western Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-08 13F Nbc Securities, Inc. 8 135 −1,27 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-07-23 13F Stonegate Investment Group, LLC 15 488 −3,13 124 −2,36
2025-08-11 13F Rothschild Investment Llc 69 400 −83,77 557 −83,66
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 471 113 −2,20 4 0,00
2025-08-01 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-07-17 13F Melfa Wealth Management, Llc 97 230 −2,54 780 −1,89
2025-08-11 13F CBIZ Investment Advisory Services, LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 129 078 −33,78 1 035 −33,27
2025-08-12 13F Northstar Financial Companies, Inc. 12 475 −65,14 100 −64,79
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-05-14 13F Bragg Financial Advisors, Inc 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 32 639 −1,96 262 −1,14
2025-07-25 13F Atria Wealth Solutions, Inc. 20 922 −75,12 170 −74,85
2025-07-17 13F/A Capital Investment Advisors, LLC 339 215 −3,58 2 721 −2,86
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-05-02 13F BlackRock, Inc. 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 37 874 −27,74 304 −27,34
2025-04-30 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 23 207 −11,35 188 −10,95
2025-04-09 13F Freestate Advisors LLC 0 −100,00 0
2025-07-30 13F Whittier Trust Co 27 043 −4,12 217 −3,57
2025-08-01 13F James Investment Research Inc 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 22 462 −6,10 180 −4,26
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156 587 −4,51 1 214 −7,05
2025-07-22 13F Wealthcare Advisory Partners LLC 77 543 −8,04 622 −7,45
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-05 13F Bank of New York Mellon Corp 29 581 −0,27 237 0,42
2025-08-05 13F Palogic Value Management, L.P. 100 317 −0,98 805 −0,25
2025-07-25 13F Ellis Investment Partners, LLC 10 060 −23,64 81 −23,08
2025-08-05 13F Sigma Planning Corp 0 −100,00 0
2025-08-12 13F Leigh Baldwin & Co., Llc 0 −100,00 0
2025-08-14 13F Ieq Capital, Llc 13 843 −6,66 111 −5,93
2025-04-15 13F Noble Wealth Management PBC 0 −100,00 0
2025-09-09 13F NWF Advisory Services Inc. 43 620 −0,38 350 0,29
2025-08-11 13F WPG Advisers, LLC 3 527 −23,87 28 −22,22
2025-08-14 13F Vivaldi Capital Management, LLC 0 −100,00 0
2025-07-15 13F Shulman DeMeo Asset Management LLC 89 471 −0,20 718 0,56
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-13 13F Cary Street Partners Financial Llc 102 362 −0,53 821 0,12
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4 632 −12,69 37 −11,90
2025-08-14 13F Comerica Bank 50 420 −16,41 404 −15,83
2025-05-06 13F AE Wealth Management LLC 0 −100,00 0 −100,00
2025-07-31 13F Optimum Investment Advisors 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 34 334 −0,06 278 0,73
2025-08-19 13F Advisory Services Network, LLC 108 730 −11,81 877 −10,60
2025-08-14 13F Wetherby Asset Management Inc 36 995 −2,83 297 −1,00
2025-07-14 13F Park Avenue Securities Llc 24 913 −4,98 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 43 649 −1,85 350 −1,13
2025-07-22 13F DAVENPORT & Co LLC 248 714 −1,42 1 995 −0,70
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F UBS Group AG 4 198 535 −5,02 33 672 −4,30
2025-07-14 13F Argentarii, LLC 15 073 −0,55 121 0,00
2025-07-28 13F Private Wealth Asset Management, LLC 0 −100,00 0
2025-05-06 13F Morling Financial Advisors, LLC 0 −100,00 0
2025-07-14 13F Sowell Financial Services LLC 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-26 13F/A Thrivent Financial For Lutherans 161 712 −5,82 1 0,00
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-12 13F Titleist Asset Management, Llc 11 833 −5,26 95 −5,05
2025-07-22 13F Belpointe Asset Management LLC 14 964 −9,56 120 −8,40
2025-08-05 13F Carson Advisory Inc. 45 861 −8,02 368 −7,32
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-19 13F National Asset Management, Inc. 49 977 −25,46 401 −24,10
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F TCG Advisory Services, LLC 36 774 −10,08 295 −9,54
2025-05-15 13F Logan Stone Capital, LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 64 370 −9,52 516 −7,69
2025-08-14 13F Stifel Financial Corp 598 489 −4,97 4 800 −4,27
2025-07-31 13F Oppenheimer & Co Inc 36 458 −7,79 292 −7,01
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 8 576 −16,56 69 −16,05
2025-05-13 13F Elequin Capital Lp 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 73 289 −3,80 1
2025-08-19 13F Campbell Capital Management Inc 381 038 −1,03 3 056 −0,29
2025-05-14 13F Aristides Capital LLC 0 −100,00 0
2025-08-05 13F Burney Co/ 21 710 −37,71 174 −37,18
2025-04-09 13F American National Bank 0 −100,00 0 −100,00
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-16 13F MKT Advisors LLC 15 560 −3,12 126 10,62
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