Purchases and Sales Made in Q1 2025 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q1 2025. The information is specifically focused on institutions that hold shares of Nuveen Preferred & Income Opportunities Fund.
| 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
$7.73M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
357KNew |
$2.82M - $2.88M
|
357K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 7.92% |
$2.37M - $2.43M
|
4.1M
$32.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
248K+ 11427.46% |
$1.95M - $2M
|
250K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
225KNew |
$1.78M - $1.82M
|
225K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
217K+ 6.5% |
$1.72M - $1.76M
|
3.56M
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
211K+ 36.87% |
$1.66M - $1.7M
|
782K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
207K+ 4.92% |
$1.64M - $1.67M
|
4.42M
$35.4M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 12.78% |
$1.3M - $1.33M
|
1.45M
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99.3K+ 10.98% |
$783K - $801K
|
1M
$8.04M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
93.6KNew |
$738K - $755K
|
93.6K
$749K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.5K+ 153.61% |
$706K - $723K
|
148K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.9K+ 126.84% |
$473K - $484K
|
107K
$858K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
56KNew |
$442K - $452K
|
56K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.5K+ 1.44% |
$374K - $383K
|
3.34M
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
45.5KNew |
$359K - $368K
|
45.5K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
43.5K+ 21.68% |
$343K - $351K
|
244K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.6K+ 7.07% |
$328K - $336K
|
630K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
39K+ 279.52% |
$308K - $315K
|
53K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.8KNew |
$290K - $297K
|
36.8K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5K+ 7.95% |
$280K - $286K
|
482K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.5K+ 15.49% |
$209K - $214K
|
198K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$168K - $172K
|
21.3K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
19.3K+ 23.7% |
$153K - $156K
|
101K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 0.85% |
$152K - $155K
|
2.28M
$18.3M
|
|
|
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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6KNew |
$123K - $126K
|
15.6K
$125K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
15.3KNew |
$121K - $123K
|
15.3K
$123K
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.6KNew |
$99.4K - $102K
|
12.6K
$101K
|
|
|
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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 83.75% |
$88.1K - $90.1K
|
24.5K
$196K
|
|
|
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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 367.81% |
$76.9K - $78.7K
|
12.4K
$99.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.17K+ 89.38% |
$72.3K - $74K
|
19.4K
$156K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.23K+ 102900.0% |
$65K - $66.4K
|
8.24K
$66K
|
|
|
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
|