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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.2K- 75.12% |
$445K - $507K
|
20.9K
$169K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1K- 7.14% |
$7.05K - $8.02K
|
13K
$105K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
276New |
$1.95K - $2.21K
|
276
$2.23K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 3.13% |
$3.53K - $4.01K
|
15.5K
$125K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60K+ 600.0% |
$423K - $481K
|
70K
$566K
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
25.3K+ 200.5% |
$178K - $203K
|
37.8K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.54K- 2.54% |
$17.9K - $20.3K
|
97.2K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25K+ 142.86% |
$176K - $201K
|
42.5K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.1KNew |
$92.5K - $105K
|
13.1K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 8.21% |
$7.12K - $8.1K
|
13.3K
$108K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10KNew |
$70.6K - $80.3K
|
10K
$80.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$49.4 - $56.1
|
7
$56.6
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.55% |
$592 - $674
|
15.1K
$122K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.2KNew |
$29.6K - $33.7K
|
4.2K
$34K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.58K+ 3.88% |
$18.2K - $20.7K
|
69.2K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.2KNew |
$79K - $89.8K
|
11.2K
$90.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
15.9KNew |
$112K - $128K
|
15.9K
$129K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.27% |
$740 - $842
|
8.14K
$65.7K
|
|
| 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
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.43K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.6K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-210K- 21.14% |
$1.66M - $1.7M
|
785K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 26.51% |
$71.2K - $72.8K
|
25K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$4.04K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-8.7K- 19.55% |
$68.6K - $70.2K
|
35.8K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$29K - $29.7K
|
3.68K
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
805New |
$6.35K - $6.5K
|
805
$6.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.9K- 8.74% |
$15K - $15.4K
|
19.9K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$13.8K - $14.1K
|
1.75K
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$8.1K - $8.28K
|
1.03K
$8.29K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
238New |
$1.88K - $1.92K
|
238
$1.92K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 2.63% |
$11.2K - $11.4K
|
55.3K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.53K+ 43.08% |
$43.6K - $44.6K
|
18.4K
$148K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.3K+ 24.9% |
$49.7K - $50.8K
|
31.6K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
225KNew |
$1.78M - $1.82M
|
225K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$686 - $702
|
87
$703
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.5K- 26.19% |
$27.6K - $28.2K
|
9.86K
$79.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.11KNew |
$16.6K - $17K
|
2.11K
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
45.5KNew |
$359K - $368K
|
45.5K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 5.33% |
$8.78K - $8.98K
|
19.8K
$160K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.92K- 12.65% |
$15.2K - $15.5K
|
13.3K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-7.86K- 29.28% |
$62K - $63.4K
|
19K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-737- 4.82% |
$5.81K - $5.95K
|
14.6K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-218- 1.51% |
$1.72K - $1.76K
|
14.3K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.41K+ 9.36% |
$58.5K - $59.8K
|
86.6K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$23.7K - $24.2K
|
3K
$24.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
341+ 1.35% |
$2.69K - $2.75K
|
25.6K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.55% |
$7.89 - $8.07
|
23
$186
|
|