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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.78K- 8.04% |
$47.8K - $54.4K
|
77.5K
$637K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
428+ 1.84% |
$3.02K - $3.43K
|
23.7K
$195K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.58K- 9.56% |
$11.2K - $12.7K
|
15K
$123K
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.5K+ 3.24% |
$10.6K - $12K
|
47.8K
$393K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.57K- 1.42% |
$25.2K - $28.6K
|
249K
$2.04M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 65.14% |
$71.6K - $81.5K
|
25.7K
$212K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
52+ 0.39% |
$367 - $417
|
13.3K
$109K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-651- 1.96% |
$4.59K - $5.22K
|
32.6K
$268K
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
25.3K+ 200.5% |
$178K - $203K
|
37.8K
$311K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.98K+ 7.92% |
$28K - $31.9K
|
54.2K
$445K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
346+ 0.47% |
$2.44K - $2.77K
|
73.4K
$603K
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
391+ 2.56% |
$2.76K - $3.14K
|
15.7K
$129K
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-28.6M- 99.93% |
$202M - $229M
|
19.8K
$163K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
174K+ 53.73% |
$1.23M - $1.4M
|
499K
$4.1M
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.1KNew |
$92.5K - $105K
|
13.1K
$108K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.83K+ 72.67% |
$20K - $22.7K
|
6.73K
$55.4K
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25K+ 142.86% |
$176K - $201K
|
42.5K
$349K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 5.48% |
$209K - $238K
|
572K
$4.7M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
339KNew |
$2.39M - $2.72M
|
339K
$2.79M
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.54K- 2.54% |
$17.9K - $20.3K
|
97.2K
$799K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.03K+ 23.45% |
$21.4K - $24.3K
|
15.9K
$131K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-501- 3.12% |
$3.53K - $4.02K
|
15.6K
$128K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29.7K- 94.97% |
$209K - $238K
|
1.57K
$12.9K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-183- 0.2% |
$1.29K - $1.47K
|
89.5K
$735K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 8.21% |
$7.12K - $8.1K
|
13.3K
$109K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.31K- 4.98% |
$9.21K - $10.5K
|
24.9K
$205K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10KNew |
$70.6K - $80.3K
|
10K
$82.3K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 2.58% |
$423 - $481
|
2.38K
$19.6K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$49.4 - $56.1
|
7
$57.5
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.55% |
$592 - $674
|
15.1K
$124K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30.5K+ 12.52% |
$215K - $245K
|
275K
$2.26M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 1.42% |
$9.17K - $10.4K
|
90.6K
$744K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
540+ 2.39% |
$3.81K - $4.33K
|
23.1K
$190K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.2KNew |
$29.6K - $33.7K
|
4.2K
$34.5K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 1.17% |
$1.02K - $1.16K
|
12.5K
$103K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.58K+ 3.88% |
$18.2K - $20.7K
|
69.2K
$569K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72.9K+ 49.32% |
$514K - $585K
|
221K
$1.81M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
339+ 2.26% |
$2.39K - $2.72K
|
15.3K
$126K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.1K+ 9.97% |
$70.9K - $80.7K
|
111K
$912K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.2KNew |
$79K - $89.8K
|
11.2K
$92.1K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
15.9KNew |
$112K - $128K
|
15.9K
$131K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.27% |
$740 - $842
|
8.14K
$66.9K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-849- 1.22% |
$5.99K - $6.81K
|
68.5K
$563K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.07K- 8.84% |
$28.7K - $32.7K
|
42K
$345K
|
|
Q1 2025 | |||||||
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-717Closed |
$5.66K - $5.79K
|
0
$0
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1KClosed |
$7.89K - $8.07K
|
0
$0
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.74K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.57K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-210K- 21.14% |
$1.66M - $1.7M
|
785K
$6.45M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 26.51% |
$71.2K - $72.8K
|
25K
$206K
|