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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.29K+ 1.09% |
$57.5K - $58.8K
|
673K
$5.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.69K+ 27.24% |
$52.8K - $54K
|
31.3K
$251K
|
|
|
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
$377K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.56K+ 0.46% |
$35.9K - $36.8K
|
999K
$8.01M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.38K+ 4.13% |
$34.6K - $35.4K
|
111K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.85K+ 81.69% |
$30.4K - $31.1K
|
8.57K
$68.7K
|
|
|
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
$611K
|
|
|
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
$24.1K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.5K+ 16.67% |
$19.7K - $20.2K
|
17.5K
$140K
|
|
|
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
$400K
|
|
|
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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.75K+ 2.12% |
$13.8K - $14.1K
|
84.3K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.71K+ 10.13% |
$13.5K - $13.8K
|
18.6K
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 2.23% |
$11.8K - $12K
|
68.4K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 2.63% |
$11.2K - $11.4K
|
55.3K
$444K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.04KNew |
$8.23K - $8.42K
|
1.04K
$8.36K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$8.1K - $8.28K
|
1.03K
$8.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1K+ 2.21% |
$7.89K - $8.07K
|
46.3K
$371K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
941New |
$7.42K - $7.59K
|
941
$7.55K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
898+ 0.21% |
$7.09K - $7.25K
|
438K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
805New |
$6.35K - $6.5K
|
805
$6.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
789+ 6.5% |
$6.23K - $6.37K
|
12.9K
$104K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
758+ 1.15% |
$5.98K - $6.12K
|
66.6K
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
676New |
$5.33K - $5.46K
|
676
$5.42K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
551+ 1.37% |
$4.35K - $4.45K
|
40.6K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$3.95K - $4.04K
|
500
$4.01K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
391+ 0.19% |
$3.08K - $3.16K
|
201K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
346+ 1.56% |
$2.73K - $2.79K
|
22.6K
$181K
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
294+ 1.68% |
$2.32K - $2.37K
|
17.8K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 1.67% |
$2.13K - $2.18K
|
16.4K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
238New |
$1.88K - $1.92K
|
238
$1.91K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
238+ 1.16% |
$1.88K - $1.92K
|
20.8K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
235+ 11.59% |
$1.85K - $1.9K
|
2.26K
$18.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
217+ 1.47% |
$1.71K - $1.75K
|
15K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
129+ 1.23% |
$1.02K - $1.04K
|
10.6K
$85.4K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
117+ 0.14% |
$923 - $944
|
82.6K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 0.5% |
$915 - $936
|
23.3K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.59% |
$686 - $702
|
14.9K
$120K
|