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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-250K- 100.0% |
$1.97M - $2.02M
|
6
$47.1
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.4KNew |
$82.1K - $83.9K
|
10.4K
$81.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.01K- 4.55% |
$71.1K - $72.7K
|
189K
$1.48M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29+ 0.27% |
$229 - $234
|
10.7K
$83.9K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
357KNew |
$2.82M - $2.88M
|
357K
$2.8M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.39K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.19K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$3.93K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 4.36% |
$88.4K - $90.4K
|
268K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 1.63% |
$16.2K - $16.5K
|
123K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-700- 3.81% |
$5.52K - $5.65K
|
17.7K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12K- 48.92% |
$94.7K - $96.8K
|
12.5K
$98.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78K+ 11.33% |
$37.7K - $38.6K
|
47K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3.5K+ 16.67% |
$27.6K - $28.2K
|
24.5K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 26.51% |
$71.2K - $72.8K
|
25K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50New |
$395 - $404
|
50
$393
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.64K- 26.16% |
$12.9K - $13.2K
|
4.63K
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-210K- 21.14% |
$1.66M - $1.7M
|
785K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
117+ 0.14% |
$923 - $944
|
82.6K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02K+ 3.84% |
$39.6K - $40.5K
|
136K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 7.92% |
$2.37M - $2.43M
|
4.1M
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-965- 2.17% |
$7.61K - $7.79K
|
43.5K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.44K- 21.32% |
$19.3K - $19.7K
|
9.02K
$70.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 52.5% |
$95.7K - $97.9K
|
11K
$86.2K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.67K+ 10.77% |
$28.9K - $29.6K
|
37.7K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.92K- 0.37% |
$31K - $31.7K
|
1.06M
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.73K- 8.18% |
$13.7K - $14K
|
19.4K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.8KNew |
$290K - $297K
|
36.8K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 11.7% |
$80.9K - $82.7K
|
77.3K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876K- 11.44% |
$6.91M - $7.07M
|
6.78M
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 45.09% |
$125K - $127K
|
50.8K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-288- 1.01% |
$2.27K - $2.32K
|
28.3K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-335K- 95.27% |
$2.64M - $2.7M
|
16.6K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9- 0.02% |
$71 - $72.6
|
40.9K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.2K- 3.89% |
$239K - $244K
|
747K
$5.86M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-8.7K- 19.55% |
$68.6K - $70.2K
|
35.8K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-832- 1.6% |
$6.56K - $6.71K
|
51.1K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7KNew |
$100K - $103K
|
12.7K
$99.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.15K+ 17.91% |
$24.8K - $25.4K
|
20.7K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16K- 3.06% |
$127K - $129K
|
508K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 14.63% |
$179K - $183K
|
133K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.8KNew |
$109K - $112K
|
13.8K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11.8KNew |
$92.9K - $95K
|
11.8K
$92.4K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.54K- 2.09% |
$12.1K - $12.4K
|
71.9K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.03K- 1.67% |
$8.1K - $8.28K
|
60.3K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-284- 1.88% |
$2.24K - $2.29K
|
14.8K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-624- 6.26% |
$4.92K - $5.04K
|
9.34K
$73.4K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13KNew |
$103K - $105K
|
13K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99.3K+ 10.98% |
$783K - $801K
|
1M
$7.88M
|