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 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$686 - $702
|
87
$698
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
74+ 0.63% |
$584 - $597
|
11.8K
$95K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
65+ 0.22% |
$513 - $525
|
29.4K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50New |
$395 - $404
|
50
$401
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 1.66% |
$300 - $307
|
2.32K
$18.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.26% |
$268 - $274
|
13.2K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 0.7% |
$252 - $258
|
4.58K
$36.7K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29+ 0.27% |
$229 - $234
|
10.7K
$85.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
22+ 1.51% |
$174 - $178
|
1.48K
$11.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7+ 0.04% |
$55.2 - $56.5
|
19.8K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.02% |
$39.4 - $40.4
|
33.3K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$31.6 - $32.3
|
12.5K
$101K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.55% |
$7.89 - $8.07
|
23
$184
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9- 0.02% |
$71 - $72.6
|
40.9K
$328K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.16% |
$276 - $282
|
21.8K
$175K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-66- 0.35% |
$521 - $533
|
18.8K
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-218- 1.51% |
$1.72K - $1.76K
|
14.3K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-284- 1.88% |
$2.24K - $2.29K
|
14.8K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-288- 1.01% |
$2.27K - $2.32K
|
28.3K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-575- 0.24% |
$4.54K - $4.64K
|
239K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-624- 6.26% |
$4.92K - $5.04K
|
9.34K
$74.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-647- 0.62% |
$5.1K - $5.22K
|
103K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-700- 3.81% |
$5.52K - $5.65K
|
17.7K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-737- 4.82% |
$5.81K - $5.95K
|
14.6K
$117K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-832- 1.6% |
$6.56K - $6.71K
|
51.1K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-946- 1.04% |
$7.46K - $7.63K
|
89.7K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-965- 2.17% |
$7.61K - $7.79K
|
43.5K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-988- 2.44% |
$7.8K - $7.97K
|
39.5K
$317K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1KClosed |
$7.89K - $8.07K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.03K- 1.67% |
$8.1K - $8.28K
|
60.3K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 5.33% |
$8.78K - $8.98K
|
19.8K
$159K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.45K- 4.9% |
$11.5K - $11.7K
|
28.2K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.54K- 2.09% |
$12.1K - $12.4K
|
71.9K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.64K- 26.16% |
$12.9K - $13.2K
|
4.63K
$37.2K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.73K- 8.18% |
$13.7K - $14K
|
19.4K
$156K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.8K- 1.92% |
$14.2K - $14.5K
|
91.9K
$737K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.88K- 6.04% |
$14.8K - $15.2K
|
29.3K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.9K- 8.74% |
$15K - $15.4K
|
19.9K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.92K- 12.65% |
$15.2K - $15.5K
|
13.3K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05K- 1.63% |
$16.2K - $16.5K
|
123K
$989K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.42K- 0.74% |
$19.1K - $19.5K
|
324K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.44K- 21.32% |
$19.3K - $19.7K
|
9.02K
$72.3K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.79K- 5.16% |
$22K - $22.5K
|
51.2K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.2K- 17.98% |
$25.2K - $25.8K
|
14.6K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.5K- 26.19% |
$27.6K - $28.2K
|
9.86K
$79.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-3.57K- 10.56% |
$28.1K - $28.8K
|
30.2K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.68K- 21.19% |
$29.1K - $29.7K
|
13.7K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.92K- 0.37% |
$31K - $31.7K
|
1.06M
$8.48M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 2.0% |
$31.4K - $32.1K
|
195K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.51K- 5.81% |
$35.6K - $36.4K
|
73.1K
$586K
|