Latest Institutional Transactions on Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 1.17% |
$1.02K - $1.16K
|
12.5K
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.2KNew |
$29.6K - $33.7K
|
4.2K
$34K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
540+ 2.39% |
$3.81K - $4.33K
|
23.1K
$187K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72.9K+ 49.32% |
$514K - $585K
|
221K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.58K+ 3.88% |
$18.2K - $20.7K
|
69.2K
$561K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
28.6M+ 153748.11% |
$202M - $229M
|
28.6M
$232M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.2KNew |
$79K - $89.8K
|
11.2K
$90.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.1K+ 9.97% |
$70.9K - $80.7K
|
111K
$899K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
339+ 2.26% |
$2.39K - $2.72K
|
15.3K
$124K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.27% |
$740 - $842
|
8.14K
$65.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
15.9KNew |
$112K - $128K
|
15.9K
$129K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-849- 1.22% |
$5.99K - $6.81K
|
68.5K
$555K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.07K- 8.84% |
$28.7K - $32.7K
|
42K
$340K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1KClosed |
$7.89K - $8.07K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-250K- 100.0% |
$1.97M - $2.02M
|
6
$48.6
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.4KNew |
$82.1K - $83.9K
|
10.4K
$84.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.01K- 4.55% |
$71.1K - $72.7K
|
189K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29+ 0.27% |
$229 - $234
|
10.7K
$86.6K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
357KNew |
$2.82M - $2.88M
|
357K
$2.89M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.62K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.45K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02K+ 3.84% |
$39.6K - $40.5K
|
136K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 1.63% |
$16.2K - $16.5K
|
123K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9- 0.02% |
$71 - $72.6
|
40.9K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12K- 48.92% |
$94.7K - $96.8K
|
12.5K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78K+ 11.33% |
$37.7K - $38.6K
|
47K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$4.05K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3.5K+ 16.67% |
$27.6K - $28.2K
|
24.5K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 26.51% |
$71.2K - $72.8K
|
25K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-965- 2.17% |
$7.61K - $7.79K
|
43.5K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50New |
$395 - $404
|
50
$405
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.64K- 26.16% |
$12.9K - $13.2K
|
4.63K
$37.5K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-210K- 21.14% |
$1.66M - $1.7M
|
785K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
117+ 0.14% |
$923 - $944
|
82.6K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 7.92% |
$2.37M - $2.43M
|
4.1M
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876K- 11.44% |
$6.91M - $7.07M
|
6.78M
$54.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 4.36% |
$88.4K - $90.4K
|
268K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-700- 3.81% |
$5.52K - $5.65K
|
17.7K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.44K- 21.32% |
$19.3K - $19.7K
|
9.02K
$73K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 52.5% |
$95.7K - $97.9K
|
11K
$88.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.67K+ 10.77% |
$28.9K - $29.6K
|
37.7K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.92K- 0.37% |
$31K - $31.7K
|
1.06M
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.73K- 8.18% |
$13.7K - $14K
|
19.4K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.8KNew |
$290K - $297K
|
36.8K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 45.09% |
$125K - $127K
|
50.8K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-288- 1.01% |
$2.27K - $2.32K
|
28.3K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-335K- 95.27% |
$2.64M - $2.7M
|
16.6K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.2K- 3.89% |
$239K - $244K
|
747K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 11.7% |
$80.9K - $82.7K
|
77.3K
$626K
|
|