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 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 12.78% |
$1.3M - $1.33M
|
1.45M
$11.4M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.59% |
$686 - $702
|
14.9K
$118K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.9KClosed |
$70.2K - $71.8K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.9K- 8.74% |
$15K - $15.4K
|
19.9K
$157K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
805New |
$6.35K - $6.5K
|
805
$6.35K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$29K - $29.7K
|
3.68K
$29K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.38K+ 4.13% |
$34.6K - $35.4K
|
111K
$872K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.93K- 36.87% |
$78.3K - $80.1K
|
17K
$134K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.07K- 2.16% |
$47.9K - $48.9K
|
275K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.45K+ 10.31% |
$19.3K - $19.7K
|
26.2K
$207K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 1.67% |
$2.13K - $2.18K
|
16.4K
$129K
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-642K- 13.52% |
$5.07M - $5.18M
|
4.11M
$32.4M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
898+ 0.21% |
$7.09K - $7.25K
|
438K
$3.45M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.1KNew |
$87.7K - $89.7K
|
11.1K
$87.7K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
217K+ 6.5% |
$1.72M - $1.76M
|
3.56M
$28.1M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$8.1K - $8.28K
|
1.03K
$8.1K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$13.8K - $14.1K
|
1.75K
$13.8K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.9K+ 126.84% |
$473K - $484K
|
107K
$845K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.5K+ 1.44% |
$374K - $383K
|
3.34M
$26.4M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.6K+ 7.07% |
$328K - $336K
|
630K
$4.97M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
207K+ 4.92% |
$1.64M - $1.67M
|
4.42M
$34.9M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 2.63% |
$11.2K - $11.4K
|
55.3K
$436K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.2KNew |
$104K - $107K
|
13.2K
$104K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 0.5% |
$915 - $936
|
23.3K
$184K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
238New |
$1.88K - $1.92K
|
238
$1.88K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
369K+ 61.75% |
$2.91M - $2.97M
|
965K
$7.62M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.8K+ 0.54% |
$125K - $128K
|
2.93M
$23.1M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 2.0% |
$31.4K - $32.1K
|
195K
$1.54M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
391+ 0.19% |
$3.08K - $3.16K
|
201K
$1.59M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.14K- 27.68% |
$40.5K - $41.5K
|
13.4K
$106K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 0.85% |
$152K - $155K
|
2.28M
$18M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-575- 0.24% |
$4.54K - $4.64K
|
239K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 9.95% |
$60K - $61.4K
|
84.1K
$663K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
39K+ 279.52% |
$308K - $315K
|
53K
$418K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-647- 0.62% |
$5.1K - $5.22K
|
103K
$812K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
93.6KNew |
$738K - $755K
|
93.6K
$738K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.96K+ 1.54% |
$39.2K - $40.1K
|
327K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
551+ 1.37% |
$4.35K - $4.45K
|
40.6K
$321K
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.5K+ 16.67% |
$19.7K - $20.2K
|
17.5K
$138K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.53K+ 43.08% |
$43.6K - $44.6K
|
18.4K
$145K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-27.7K- 4.96% |
$219K - $224K
|
532K
$4.19M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
129+ 1.23% |
$1.02K - $1.04K
|
10.6K
$84K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 83.75% |
$88.1K - $90.1K
|
24.5K
$193K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
74+ 0.63% |
$584 - $597
|
11.8K
$93.5K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04M- 30.48% |
$8.23M - $8.42M
|
2.38M
$18.8M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.77K- 20.34% |
$69.2K - $70.8K
|
34.4K
$271K
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
19.3K+ 23.7% |
$153K - $156K
|
101K
$796K
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.3K+ 24.9% |
$49.7K - $50.8K
|
31.6K
$249K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.31K+ 4.55% |
$26.1K - $26.7K
|
76.2K
$601K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
65+ 0.22% |
$513 - $525
|
29.4K
$232K
|