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 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.57K- 9.02% |
$36K - $36.8K
|
46.1K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.14K- 27.68% |
$40.5K - $41.5K
|
13.4K
$108K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.07K- 2.16% |
$47.9K - $48.9K
|
275K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.23K- 12.29% |
$49.2K - $50.3K
|
44.5K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.26K- 42.47% |
$49.4K - $50.5K
|
8.48K
$68K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.26K- 10.67% |
$49.4K - $50.5K
|
52.4K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.9K- 20.83% |
$54.4K - $55.7K
|
26.2K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-7.86K- 29.28% |
$62K - $63.4K
|
19K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-8.7K- 19.55% |
$68.6K - $70.2K
|
35.8K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.77K- 20.34% |
$69.2K - $70.8K
|
34.4K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.9KClosed |
$70.2K - $71.8K
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.01K- 4.55% |
$71.1K - $72.7K
|
189K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 26.51% |
$71.2K - $72.8K
|
25K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.82K- 3.74% |
$77.4K - $79.2K
|
252K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.93K- 36.87% |
$78.3K - $80.1K
|
17K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 11.7% |
$80.9K - $82.7K
|
77.3K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12K- 48.92% |
$94.7K - $96.8K
|
12.5K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 52.5% |
$95.7K - $97.9K
|
11K
$88K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-14.1K- 4.32% |
$111K - $114K
|
313K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14.8K- 4.05% |
$117K - $120K
|
352K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16K- 3.06% |
$127K - $129K
|
508K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.5K- 3.55% |
$146K - $149K
|
503K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 14.63% |
$179K - $183K
|
133K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-27.7K- 4.96% |
$219K - $224K
|
532K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.2K- 3.89% |
$239K - $244K
|
747K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.4K- 13.89% |
$366K - $374K
|
287K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-52.3K- 6.62% |
$413K - $422K
|
737K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61.6K- 19.63% |
$486K - $497K
|
252K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75.6K- 15.02% |
$596K - $610K
|
428K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-103K- 16.01% |
$815K - $833K
|
542K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-210K- 21.14% |
$1.66M - $1.7M
|
785K
$6.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-250K- 100.0% |
$1.97M - $2.02M
|
6
$48.1
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-335K- 95.27% |
$2.64M - $2.7M
|
16.6K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-642K- 13.52% |
$5.07M - $5.18M
|
4.11M
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-876K- 11.44% |
$6.91M - $7.07M
|
6.78M
$54.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04M- 30.48% |
$8.23M - $8.42M
|
2.38M
$19.1M
|