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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.21K+ 0.71% |
$15.6K - $17.7K
|
315K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.1K+ 106.2% |
$64.1K - $72.9K
|
17.7K
$145K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.2K+ 3.6% |
$579K - $659K
|
2.37M
$19.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.56K+ 9.7% |
$32.1K - $36.6K
|
51.5K
$424K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.9K- 3.8% |
$20.4K - $23.2K
|
73.3K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.5K+ 3.05% |
$145K - $164K
|
694K
$5.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-988- 0.98% |
$6.97K - $7.92K
|
100K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-4K- 8.02% |
$28.2K - $32.1K
|
45.9K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.7K+ 3.21% |
$12K - $13.6K
|
54.7K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-13.1K- 37.71% |
$92.7K - $105K
|
21.7K
$178K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4K- 16.33% |
$28.2K - $32.1K
|
20.5K
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$10.9K - $12.4K
|
1.55K
$12.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.49KNew |
$31.6K - $36K
|
4.49K
$36.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33.8K+ 6.35% |
$238K - $271K
|
565K
$4.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.06% |
$77.6 - $88.2
|
19.8K
$163K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
24.3K+ 35.49% |
$171K - $195K
|
92.7K
$762K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.16K- 3.84% |
$8.18K - $9.3K
|
29K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3K+ 25.33% |
$21.2K - $24.1K
|
14.8K
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34+ 2.3% |
$240 - $273
|
1.52K
$12.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.64K- 13.89% |
$39.8K - $45.3K
|
35K
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
97KNew |
$684K - $778K
|
97K
$797K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 2.2% |
$74.7K - $85K
|
471K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.46K- 6.1% |
$10.3K - $11.7K
|
22.5K
$185K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.08K- 7.79% |
$21.7K - $24.7K
|
36.5K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.1K+ 7.34% |
$149K - $169K
|
308K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.16K- 4.12% |
$8.19K - $9.31K
|
27K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 8.68% |
$11.5K - $13.1K
|
20.5K
$168K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
14KNew |
$98.6K - $112K
|
14K
$115K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
13.2K+ 1.32% |
$92.7K - $105K
|
1.01M
$8.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-255- 1.73% |
$1.8K - $2.05K
|
14.5K
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7K+ 20.88% |
$75.4K - $85.8K
|
61.9K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.36K+ 1.66% |
$59K - $67.1K
|
512K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.86K+ 6.35% |
$13.1K - $14.9K
|
31.1K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 6.49% |
$149K - $170K
|
348K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
58.3K+ 389.19% |
$411K - $468K
|
73.3K
$603K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
53+ 2.34% |
$374 - $425
|
2.32K
$19K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.12K- 23.64% |
$22K - $25K
|
10.1K
$82.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
249+ 5.44% |
$1.76K - $2K
|
4.83K
$39.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12+ 0.14% |
$84.6 - $96.2
|
8.49K
$69.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 5.96% |
$13.7K - $15.6K
|
34.5K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.2K- 75.12% |
$445K - $507K
|
20.9K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1K- 7.14% |
$7.05K - $8.02K
|
13K
$107K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-401- 3.34% |
$2.83K - $3.22K
|
11.6K
$95.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
330+ 1.51% |
$2.33K - $2.65K
|
22.2K
$182K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
276New |
$1.95K - $2.21K
|
276
$2.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.5K- 91.93% |
$159K - $181K
|
1.98K
$16.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60K+ 600.0% |
$423K - $481K
|
70K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 3.13% |
$3.53K - $4.01K
|
15.5K
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 9.63% |
$136K - $155K
|
220K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
370+ 1.78% |
$2.61K - $2.97K
|
21.2K
$174K
|