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 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
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 7.55% |
$87.4K - $89.4K
|
158K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.26K- 10.67% |
$49.4K - $50.5K
|
52.4K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$686 - $702
|
87
$686
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 0.7% |
$252 - $258
|
4.58K
$36.1K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$168K - $172K
|
21.3K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
225KNew |
$1.78M - $1.82M
|
225K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.45K- 4.9% |
$11.5K - $11.7K
|
28.2K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12KNew |
$94.8K - $96.9K
|
12K
$94.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
235+ 11.59% |
$1.85K - $1.9K
|
2.26K
$17.9K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2.43K+ 5.12% |
$19.2K - $19.6K
|
49.9K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
22+ 1.51% |
$174 - $178
|
1.48K
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.5K- 26.19% |
$27.6K - $28.2K
|
9.86K
$77.8K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
238+ 1.16% |
$1.88K - $1.92K
|
20.8K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.26K- 42.47% |
$49.4K - $50.5K
|
8.48K
$66.9K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.56K+ 0.46% |
$35.9K - $36.8K
|
999K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$31.6 - $32.3
|
12.5K
$98.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.16% |
$276 - $282
|
21.8K
$172K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.5K- 3.55% |
$146K - $149K
|
503K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.11KNew |
$16.6K - $17K
|
2.11K
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
43.5K+ 21.68% |
$343K - $351K
|
244K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
211K+ 36.87% |
$1.66M - $1.7M
|
782K
$6.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.85K+ 81.69% |
$30.4K - $31.1K
|
8.57K
$67.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 18.5% |
$40.2K - $41.1K
|
32.6K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.42K- 0.74% |
$19.1K - $19.5K
|
324K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1K+ 2.21% |
$7.89K - $8.07K
|
46.3K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.4K- 13.89% |
$366K - $374K
|
287K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.29K+ 1.09% |
$57.5K - $58.8K
|
673K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.2K- 17.98% |
$25.2K - $25.8K
|
14.6K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
45.5KNew |
$359K - $368K
|
45.5K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
294+ 1.68% |
$2.32K - $2.37K
|
17.8K
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.82K- 3.74% |
$77.4K - $79.2K
|
252K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.92K- 12.65% |
$15.2K - $15.5K
|
13.3K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.88K- 6.04% |
$14.8K - $15.2K
|
29.3K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 5.33% |
$8.78K - $8.98K
|
19.8K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-66- 0.35% |
$521 - $533
|
18.8K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
15.3KNew |
$121K - $123K
|
15.3K
$121K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7+ 0.04% |
$55.2 - $56.5
|
19.8K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.26% |
$268 - $274
|
13.2K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14KNew |
$110K - $113K
|
14K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-7.86K- 29.28% |
$62K - $63.4K
|
19K
$150K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.79K- 5.16% |
$22K - $22.5K
|
51.2K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.8K- 1.92% |
$14.2K - $14.5K
|
91.9K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 2.23% |
$11.8K - $12K
|
68.4K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.6KNew |
$99.4K - $102K
|
12.6K
$99.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$104K - $106K
|
13.2K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5K+ 7.95% |
$280K - $286K
|
482K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-3.57K- 10.56% |
$28.1K - $28.8K
|
30.2K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-737- 4.82% |
$5.81K - $5.95K
|
14.6K
$115K
|