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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 3.86% |
$72.9K - $82.9K
|
279K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$71.6K - $81.5K
|
10.2K
$82K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 65.14% |
$71.6K - $81.5K
|
25.7K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.1K+ 9.97% |
$70.9K - $80.7K
|
111K
$896K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10KNew |
$70.6K - $80.3K
|
10K
$80.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.41K+ 10.05% |
$66.3K - $75.4K
|
103K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.1K+ 106.2% |
$64.1K - $72.9K
|
17.7K
$143K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.36K+ 1.66% |
$59K - $67.1K
|
512K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.05K+ 1.74% |
$56.8K - $64.6K
|
471K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 133900.0% |
$56.6K - $64.4K
|
8.04K
$64.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.91KNew |
$55.8K - $63.4K
|
7.91K
$63.8K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.32K+ 2.67% |
$51.6K - $58.7K
|
282K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.39K+ 4.7% |
$45K - $51.2K
|
142K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.3K+ 60.58% |
$44.4K - $50.5K
|
16.7K
$135K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.79K+ 27.14% |
$40.8K - $46.4K
|
27.1K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.36K+ 6.49% |
$37.8K - $43K
|
87.9K
$709K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.56K+ 9.7% |
$32.1K - $36.6K
|
51.5K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.49KNew |
$31.6K - $36K
|
4.49K
$36.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.25K+ 3.84% |
$29.9K - $34.1K
|
115K
$927K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.2KNew |
$29.6K - $33.7K
|
4.2K
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4.2KNew |
$29.6K - $33.7K
|
4.2K
$33.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.98K+ 7.92% |
$28K - $31.9K
|
54.2K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.03K+ 23.45% |
$21.4K - $24.3K
|
15.9K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3K+ 25.33% |
$21.2K - $24.1K
|
14.8K
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.83K+ 72.67% |
$20K - $22.7K
|
6.73K
$54.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.58K+ 3.88% |
$18.2K - $20.7K
|
69.2K
$559K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.21K+ 0.71% |
$15.6K - $17.7K
|
315K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 5.96% |
$13.7K - $15.6K
|
34.5K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.86K+ 6.35% |
$13.1K - $14.9K
|
31.1K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.7K+ 3.21% |
$12K - $13.6K
|
54.7K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 8.68% |
$11.5K - $13.1K
|
20.5K
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$10.9K - $12.4K
|
1.55K
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 13.73% |
$10.6K - $12.1K
|
12.5K
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.5K+ 3.24% |
$10.6K - $12K
|
47.8K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 8.21% |
$7.12K - $8.1K
|
13.3K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
750+ 4.52% |
$5.29K - $6.02K
|
17.4K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
734+ 5.3% |
$5.17K - $5.89K
|
14.6K
$118K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
654New |
$4.61K - $5.25K
|
654
$5.28K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
540+ 2.39% |
$3.81K - $4.33K
|
23.1K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
522+ 3.18% |
$3.68K - $4.19K
|
16.9K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
458+ 2.57% |
$3.23K - $3.67K
|
18.3K
$148K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
428+ 1.84% |
$3.02K - $3.43K
|
23.7K
$191K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
391+ 2.56% |
$2.76K - $3.14K
|
15.7K
$127K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
388New |
$2.74K - $3.11K
|
388
$3.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
371+ 742.0% |
$2.62K - $2.98K
|
421
$3.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
370+ 1.78% |
$2.61K - $2.97K
|
21.2K
$171K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
346+ 0.47% |
$2.44K - $2.77K
|
73.4K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
339+ 2.26% |
$2.39K - $2.72K
|
15.3K
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
330+ 1.51% |
$2.33K - $2.65K
|
22.2K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
276New |
$1.95K - $2.21K
|
276
$2.23K
|