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
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.8K+ 0.54% |
$125K - $128K
|
2.93M
$23.5M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 45.09% |
$125K - $127K
|
50.8K
$407K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14KNew |
$110K - $113K
|
14K
$112K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.8KNew |
$109K - $112K
|
13.8K
$111K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$107K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.2KNew |
$104K - $107K
|
13.2K
$106K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$104K - $106K
|
13.2K
$106K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13KNew |
$103K - $105K
|
13K
$105K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7KNew |
$100K - $103K
|
12.7K
$102K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12KNew |
$94.8K - $96.9K
|
12K
$96.2K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11.8KNew |
$92.9K - $95K
|
11.8K
$94.3K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 4.36% |
$88.4K - $90.4K
|
268K
$2.15M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.1KNew |
$87.7K - $89.7K
|
11.1K
$89K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 7.55% |
$87.4K - $89.4K
|
158K
$1.26M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.4KNew |
$82.1K - $83.9K
|
10.4K
$83.3K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 2.23% |
$79.6K - $81.5K
|
462K
$3.7M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.17K+ 89.38% |
$72.3K - $74K
|
19.4K
$156K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.61K+ 9.95% |
$60K - $61.4K
|
84.1K
$673K
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.41K+ 9.36% |
$58.5K - $59.8K
|
86.6K
$693K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.29K+ 1.09% |
$57.5K - $58.8K
|
673K
$5.39M
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.3K+ 24.9% |
$49.7K - $50.8K
|
31.6K
$253K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.53K+ 43.08% |
$43.6K - $44.6K
|
18.4K
$147K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 18.5% |
$40.2K - $41.1K
|
32.6K
$261K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02K+ 3.84% |
$39.6K - $40.5K
|
136K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.96K+ 1.54% |
$39.2K - $40.1K
|
327K
$2.62M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78K+ 11.33% |
$37.7K - $38.6K
|
47K
$376K
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.56K+ 0.46% |
$35.9K - $36.8K
|
999K
$8M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.38K+ 4.13% |
$34.6K - $35.4K
|
111K
$886K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.85K+ 81.69% |
$30.4K - $31.1K
|
8.57K
$68.6K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$29K - $29.7K
|
3.68K
$29.5K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.67K+ 10.77% |
$28.9K - $29.6K
|
37.7K
$302K
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3.5K+ 16.67% |
$27.6K - $28.2K
|
24.5K
$196K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.31K+ 4.55% |
$26.1K - $26.7K
|
76.2K
$610K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.15K+ 17.91% |
$24.8K - $25.4K
|
20.7K
$166K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$23.7K - $24.2K
|
3K
$24K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.45K+ 10.31% |
$19.3K - $19.7K
|
26.2K
$210K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2.43K+ 5.12% |
$19.2K - $19.6K
|
49.9K
$399K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.11KNew |
$16.6K - $17K
|
2.11K
$16.9K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$13.8K - $14.1K
|
1.75K
$14K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 2.23% |
$11.8K - $12K
|
68.4K
$548K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 2.63% |
$11.2K - $11.4K
|
55.3K
$443K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.35K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$8.1K - $8.28K
|
1.03K
$8.22K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.54K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
898+ 0.21% |
$7.09K - $7.25K
|
438K
$3.5M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
805New |
$6.35K - $6.5K
|
805
$6.45K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
676New |
$5.33K - $5.46K
|
676
$5.41K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
551+ 1.37% |
$4.35K - $4.45K
|
40.6K
$325K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$4.01K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
341+ 1.35% |
$2.69K - $2.75K
|
25.6K
$205K
|