Latest Institutional Purchases of Nuveen Preferred & Income Opportunities Fund (JPC)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.29MNew |
$25.8M - $26.9M
|
3.29M
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
327KNew |
$2.56M - $2.67M
|
327K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
170K+ 551.85% |
$1.33M - $1.39M
|
201K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.5K+ 65.22% |
$615K - $641K
|
199K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$572K - $596K
|
73K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53.7KNew |
$420K - $438K
|
53.7K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.3KNew |
$402K - $419K
|
51.3K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
50KNew |
$392K - $408K
|
50K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
48KNew |
$376K - $391K
|
48K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.1K+ 5.58% |
$267K - $278K
|
645K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.9K+ 70.02% |
$195K - $203K
|
60.4K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.8K+ 60.71% |
$140K - $146K
|
47.2K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$139K - $145K
|
17.8K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.5K+ 3.23% |
$137K - $143K
|
559K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4K+ 1508.84% |
$136K - $142K
|
18.6K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 35.82% |
$121K - $126K
|
58.7K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
15.3KNew |
$120K - $125K
|
15.3K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
15.3KNew |
$120K - $125K
|
15.3K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15.2KNew |
$119K - $124K
|
15.2K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$100K - $105K
|
12.8K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$97.8K - $102K
|
12.5K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
12.4K+ 21.23% |
$97.3K - $101K
|
70.9K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.3K+ 5.87% |
$96.7K - $101K
|
223K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$95K - $99K
|
12.1K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$91K - $94.9K
|
11.6K
$93.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$85.4K - $89K
|
10.9K
$87.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$78.9K - $82.2K
|
10.1K
$81.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.71K+ 23.7% |
$76.1K - $79.3K
|
50.7K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65K+ 78.95% |
$75.6K - $78.8K
|
21.9K
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.2K+ 1.32% |
$32.9K - $34.3K
|
322K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 2.44% |
$31.9K - $33.3K
|
171K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 35.84% |
$30.5K - $31.7K
|
14.7K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.73K+ 377.13% |
$29.2K - $30.4K
|
4.71K
$38K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.53K+ 1.14% |
$27.7K - $28.8K
|
314K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.12K+ 6.64% |
$24.5K - $25.5K
|
50.2K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 16.19% |
$20.6K - $21.5K
|
18.9K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$20.4K - $21.2K
|
2.6K
$21K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$19.6K - $20.4K
|
2.5K
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.36KNew |
$18.4K - $19.2K
|
2.36K
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17KNew |
$17K - $17.7K
|
2.17K
$17.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.01K+ 17.93% |
$15.7K - $16.4K
|
13.2K
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98KNew |
$15.5K - $16.1K
|
1.98K
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 3.01% |
$15.3K - $16K
|
66.9K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.63K+ 13.94% |
$12.8K - $13.3K
|
13.3K
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25K+ 9.48% |
$9.82K - $10.2K
|
14.5K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 4.75% |
$9.77K - $10.2K
|
27.5K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
880New |
$6.89K - $7.18K
|
880
$7.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
869+ 5.21% |
$6.8K - $7.09K
|
17.5K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
766+ 3.22% |
$6K - $6.25K
|
24.6K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
671+ 3.11% |
$5.25K - $5.48K
|
22.2K
$179K
|