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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
369K+ 61.75% |
$2.91M - $2.97M
|
965K
$7.58M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
357KNew |
$2.82M - $2.88M
|
357K
$2.8M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 7.92% |
$2.37M - $2.43M
|
4.1M
$32.2M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
225KNew |
$1.78M - $1.82M
|
225K
$1.77M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
217K+ 6.5% |
$1.72M - $1.76M
|
3.56M
$28M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
211K+ 36.87% |
$1.66M - $1.7M
|
782K
$6.14M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
207K+ 4.92% |
$1.64M - $1.67M
|
4.42M
$34.7M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 12.78% |
$1.3M - $1.33M
|
1.45M
$11.4M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99.3K+ 10.98% |
$783K - $801K
|
1M
$7.88M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
93.6KNew |
$738K - $755K
|
93.6K
$734K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.5K+ 153.61% |
$706K - $723K
|
148K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.9K+ 126.84% |
$473K - $484K
|
107K
$841K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
56KNew |
$442K - $452K
|
56K
$440K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.5K+ 1.44% |
$374K - $383K
|
3.34M
$26.2M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
45.5KNew |
$359K - $368K
|
45.5K
$358K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
43.5K+ 21.68% |
$343K - $351K
|
244K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.6K+ 7.07% |
$328K - $336K
|
630K
$4.94M
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
39K+ 279.52% |
$308K - $315K
|
53K
$416K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.8KNew |
$290K - $297K
|
36.8K
$289K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5K+ 7.95% |
$280K - $286K
|
482K
$3.78M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$168K - $172K
|
21.3K
$167K
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
19.3K+ 23.7% |
$153K - $156K
|
101K
$792K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 0.85% |
$152K - $155K
|
2.28M
$17.9M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.8K+ 0.54% |
$125K - $128K
|
2.93M
$23M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 45.09% |
$125K - $127K
|
50.8K
$399K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6KNew |
$123K - $126K
|
15.6K
$122K
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
15.3KNew |
$121K - $123K
|
15.3K
$120K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14KNew |
$110K - $113K
|
14K
$110K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.8KNew |
$109K - $112K
|
13.8K
$109K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$105K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.2KNew |
$104K - $107K
|
13.2K
$104K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$104K - $106K
|
13.2K
$103K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13KNew |
$103K - $105K
|
13K
$102K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7KNew |
$100K - $103K
|
12.7K
$99.8K
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.6KNew |
$99.4K - $102K
|
12.6K
$98.9K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12KNew |
$94.8K - $96.9K
|
12K
$94.3K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11.8KNew |
$92.9K - $95K
|
11.8K
$92.4K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 4.36% |
$88.4K - $90.4K
|
268K
$2.11M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 83.75% |
$88.1K - $90.1K
|
24.5K
$192K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.1KNew |
$87.7K - $89.7K
|
11.1K
$87.2K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 7.55% |
$87.4K - $89.4K
|
158K
$1.24M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.4KNew |
$82.1K - $83.9K
|
10.4K
$81.6K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 2.23% |
$79.6K - $81.5K
|
462K
$3.63M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 367.81% |
$76.9K - $78.7K
|
12.4K
$97.3K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.17K+ 89.38% |
$72.3K - $74K
|
19.4K
$153K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.23K+ 102900.0% |
$65K - $66.4K
|
8.24K
$64.7K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 9.95% |
$60K - $61.4K
|
84.1K
$660K
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.41K+ 9.36% |
$58.5K - $59.8K
|
86.6K
$680K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.29K+ 1.09% |
$57.5K - $58.8K
|
673K
$5.28M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.69K+ 27.24% |
$52.8K - $54K
|
31.3K
$245K
|