Purchases and Sales Made in Q2 2025 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
28.6M+ 153748.11% |
$202M - $229M
|
28.6M
$231M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
339KNew |
$2.39M - $2.72M
|
339K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
205K+ 14.1% |
$1.44M - $1.64M
|
1.66M
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198K+ 5.57% |
$1.4M - $1.59M
|
3.76M
$30.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
193KNew |
$1.36M - $1.55M
|
193K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
186K+ 23.72% |
$1.31M - $1.49M
|
968K
$7.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
174K+ 53.73% |
$1.23M - $1.4M
|
499K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
116K+ 3.49% |
$821K - $934K
|
3.46M
$27.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.57% |
$749K - $852K
|
6.89M
$55.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 2.54% |
$733K - $834K
|
4.2M
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 20.38% |
$730K - $830K
|
611K
$4.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
97KNew |
$684K - $778K
|
97K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
89.4K+ 8.91% |
$630K - $717K
|
1.09M
$8.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
88KNew |
$621K - $706K
|
88K
$710K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.2K+ 3.6% |
$579K - $659K
|
2.37M
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72.9K+ 49.32% |
$514K - $585K
|
221K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.7K+ 61.36% |
$463K - $527K
|
173K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.6KNew |
$442K - $502K
|
62.6K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60K+ 600.0% |
$423K - $481K
|
70K
$565K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
58.3K+ 389.19% |
$411K - $468K
|
73.3K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
53.1KNew |
$374K - $426K
|
53.1K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 7.1% |
$374K - $425K
|
800K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.3KNew |
$334K - $379K
|
47.3K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
42.5KNew |
$300K - $341K
|
42.5K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33.8K+ 6.35% |
$238K - $271K
|
565K
$4.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30.5K+ 12.52% |
$215K - $245K
|
275K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 5.48% |
$209K - $238K
|
572K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.6K+ 20.03% |
$187K - $213K
|
159K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.4KNew |
$186K - $212K
|
26.4K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
25.3K+ 200.5% |
$178K - $203K
|
37.8K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25K+ 142.86% |
$176K - $201K
|
42.5K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
24.3K+ 35.49% |
$171K - $195K
|
92.7K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.7K+ 0.74% |
$153K - $174K
|
2.95M
$23.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 6.49% |
$149K - $170K
|
348K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.1K+ 7.34% |
$149K - $169K
|
308K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.5K+ 3.05% |
$145K - $164K
|
694K
$5.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 9.63% |
$136K - $155K
|
220K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
15.9KNew |
$112K - $128K
|
15.9K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.6KNew |
$110K - $125K
|
15.6K
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
14KNew |
$98.6K - $112K
|
14K
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
13.2K+ 1.32% |
$92.7K - $105K
|
1.01M
$8.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.1KNew |
$92.5K - $105K
|
13.1K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.5KNew |
$88.1K - $100K
|
12.5K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 71.51% |
$85.7K - $97.5K
|
29.2K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 15.2% |
$82.9K - $94.3K
|
89.1K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$81.2K - $92.3K
|
11.5K
$92.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
11.4KNew |
$80.6K - $91.7K
|
11.4K
$92.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.2KNew |
$79K - $89.8K
|
11.2K
$90.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11KNew |
$77.2K - $87.8K
|
11K
$88.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7K+ 20.88% |
$75.4K - $85.8K
|
61.9K
$500K
|