RJFSA
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Raymond James Financial Services Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.38M Buy
666,648
+44,876
+7% +$348K 0.01% 1185
2024
Q2 		$4.64M Buy
621,772
+43,148
+7% +$310K 0.01% 1207
2024
Q1 		$4.16M Sell
578,624
-8,906
-2% -$63.2K 0.01% 1238
2023
Q4 		$3.97M Buy
587,530
+492,304
+517% +$3.13M 0.01% 1208
2023
Q3 		$603K Buy
95,226
+2,289
+2% +$14.8K ﹤0.01% 2215
2023
Q2 		$602K Sell
92,937
-23,311
-20% -$148K ﹤0.01% 2235
2023
Q1 		$765K Buy
116,248
+47,744
+70% +$349K ﹤0.01% 2077
2022
Q4 		$499K Buy
68,504
+2,705
+4% +$19.6K ﹤0.01% 2264
2022
Q3 		$457K Sell
65,799
-873
-1% -$6.82K ﹤0.01% 2295
2022
Q2 		$510K Buy
66,672
+4,141
+7% +$33K ﹤0.01% 2259
2022
Q1 		$537K Buy
62,531
+17,925
+40% +$159K ﹤0.01% 2339
2021
Q4 		$435K Buy
44,606
+7,615
+21% +$73.7K ﹤0.01% 2468
2021
Q3 		$366K Buy
36,991
+792
+2% +$7.9K ﹤0.01% 2564
2021
Q2 		$361K Sell
36,199
-470
-1% -$4.58K ﹤0.01% 2595
2021
Q1 		$348K Sell
36,669
-597
-2% -$5.5K ﹤0.01% 2530
2020
Q4 		$354K Sell
37,266
-1,441
-4% -$12.8K ﹤0.01% 2364
2020
Q3 		$329K Sell
38,707
-4,112
-10% -$35.4K ﹤0.01% 2228
2020
Q2 		$352K Sell
42,819
-9,477
-18% -$75.6K ﹤0.01% 2146
2020
Q1 		$384K Buy
52,296
+10,328
+25% +$98K ﹤0.01% 1694
2019
Q4 		$439K Sell
41,968
-1,986
-5% -$20.2K ﹤0.01% 2069
2019
Q3 		$442K Buy
43,954
+1,746
+4% +$17.3K ﹤0.01% 1984
2019
Q2 		$418K Sell
42,208
-5,146
-11% -$49.7K ﹤0.01% 2037
2019
Q1 		$451K Buy
47,354
+5,406
+13% +$49.7K ﹤0.01% 1958
2018
Q4 		$350K Buy
41,948
+1,965
+5% +$17.4K ﹤0.01% 1894
2018
Q3 		$371K Sell
39,983
-11,474
-22% -$107K ﹤0.01% 2136
2018
Q2 		$480K Buy
51,457
+5,573
+12% +$54.7K ﹤0.01% 1891
2018
Q1 		$459K Buy
+45,884
New +$453K ﹤0.01% 1775
2017
Q4 		– Sell
-56,619
Closed -$598K – 2618
2017
Q3 		$598K Sell
56,619
-31,533
-36% -$331K ﹤0.01% 1611
2017
Q2 		$917K Buy
88,152
+52,684
+149% +$536K 0.01% 1334
2017
Q1 		$348K Sell
35,468
-1,125
-3% -$11.1K ﹤0.01% 1808
2016
Q4 		$360K Sell
36,593
-991
-3% -$9.49K ﹤0.01% 1722
2016
Q3 		$377K Buy
37,584
+12,411
+49% +$128K ﹤0.01% 1649
2016
Q2 		$252K Buy
+25,173
New +$249K ﹤0.01% 1829
2016
Q1 		– Sell
-22,092
Closed -$202K – 2122
2015
Q4 		$202K Buy
+22,092
New +$202K ﹤0.01% 1534
2013
Q3 		– Sell
-21,643
Closed -$207K – 724
2013
Q2 		$207K Buy
+21,643
New +$219K 0.01% 1104

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial Services Advisors's JPC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 7.2% in Q3 2024, buying an estimated $348K and bringing the position to 666,648 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #1185.

Raymond James Financial Services Advisors first reported a position in JPC in Q2 2013 and has held it in 35 quarters since. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

  • Raymond James Financial Services Advisors held 666,648 shares of Nuveen Preferred & Income Opportunities Fund worth $5.38M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 44,876 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $348K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1185 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 35 quarters since.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.