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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
339+ 2.26% |
$2.39K - $2.72K
|
15.3K
$125K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
330+ 1.51% |
$2.33K - $2.65K
|
22.2K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
276New |
$1.95K - $2.21K
|
276
$2.26K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
249+ 5.44% |
$1.76K - $2K
|
4.83K
$39.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
242+ 1.25% |
$1.71K - $1.94K
|
19.7K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
203+ 1.91% |
$1.43K - $1.63K
|
10.9K
$88.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
201+ 1.58% |
$1.42K - $1.61K
|
12.9K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
169+ 0.24% |
$1.19K - $1.36K
|
72.1K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
156+ 0.36% |
$1.1K - $1.25K
|
43.7K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 1.17% |
$1.02K - $1.16K
|
12.5K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
130+ 0.44% |
$917 - $1.04K
|
29.5K
$241K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
116+ 0.98% |
$818 - $930
|
12K
$97.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
110+ 0.84% |
$776 - $882
|
13.2K
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
99+ 0.84% |
$698 - $794
|
11.9K
$97.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 2.58% |
$423 - $481
|
2.38K
$19.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
53+ 2.34% |
$374 - $425
|
2.32K
$18.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
52+ 0.39% |
$367 - $417
|
13.3K
$109K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46+ 0.43% |
$324 - $369
|
10.7K
$87.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
41+ 0.11% |
$289 - $329
|
36.8K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34+ 2.3% |
$240 - $273
|
1.52K
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17+ 0.09% |
$120 - $136
|
19.4K
$159K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12+ 0.14% |
$84.6 - $96.2
|
8.49K
$69.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.06% |
$77.6 - $88.2
|
19.8K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 3.78% |
$49.4 - $56.1
|
192
$1.57K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$49.4 - $56.1
|
7
$57.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
225KNew |
$1.78M - $1.82M
|
225K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
56KNew |
$442K - $452K
|
56K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
45.5KNew |
$359K - $368K
|
45.5K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4KNew |
$106K - $108K
|
13.4K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.2KNew |
$104K - $107K
|
13.2K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.1KNew |
$87.7K - $89.7K
|
11.1K
$90.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.41K+ 9.36% |
$58.5K - $59.8K
|
86.6K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.3K+ 24.9% |
$49.7K - $50.8K
|
31.6K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.53K+ 43.08% |
$43.6K - $44.6K
|
18.4K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$29K - $29.7K
|
3.68K
$30.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$23.7K - $24.2K
|
3K
$24.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.11KNew |
$16.6K - $17K
|
2.11K
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$13.8K - $14.1K
|
1.75K
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 2.63% |
$11.2K - $11.4K
|
55.3K
$452K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.53K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$8.1K - $8.28K
|
1.03K
$8.39K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.7K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
898+ 0.21% |
$7.09K - $7.25K
|
438K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
805New |
$6.35K - $6.5K
|
805
$6.58K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
676New |
$5.33K - $5.46K
|
676
$5.53K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$4.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
341+ 1.35% |
$2.69K - $2.75K
|
25.6K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
238New |
$1.88K - $1.92K
|
238
$1.95K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$686 - $702
|
87
$712
|
|