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 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
249+ 5.44% |
$1.76K - $2K
|
4.83K
$39K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
242+ 1.25% |
$1.71K - $1.94K
|
19.7K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
203+ 1.91% |
$1.43K - $1.63K
|
10.9K
$87.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
201+ 1.58% |
$1.42K - $1.61K
|
12.9K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
169+ 0.24% |
$1.19K - $1.36K
|
72.1K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
156+ 0.36% |
$1.1K - $1.25K
|
43.7K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 1.17% |
$1.02K - $1.16K
|
12.5K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
130+ 0.44% |
$917 - $1.04K
|
29.5K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
110+ 0.84% |
$776 - $882
|
13.2K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
99+ 0.84% |
$698 - $794
|
11.9K
$95.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 2.58% |
$423 - $481
|
2.38K
$19.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
53+ 2.34% |
$374 - $425
|
2.32K
$18.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
52+ 0.39% |
$367 - $417
|
13.3K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
41+ 0.11% |
$289 - $329
|
36.8K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34+ 2.3% |
$240 - $273
|
1.52K
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17+ 0.09% |
$120 - $136
|
19.4K
$157K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12+ 0.14% |
$84.6 - $96.2
|
8.49K
$68.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.06% |
$77.6 - $88.2
|
19.8K
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$49.4 - $56.1
|
7
$56.5
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 3.78% |
$49.4 - $56.1
|
192
$1.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-20- 0.06% |
$141 - $160
|
34.3K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.55% |
$592 - $674
|
15.1K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.27% |
$740 - $842
|
8.14K
$65.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-183- 0.2% |
$1.29K - $1.47K
|
89.5K
$722K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-255- 1.73% |
$1.8K - $2.05K
|
14.5K
$117K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-319- 2.14% |
$2.25K - $2.56K
|
14.6K
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-401- 3.34% |
$2.83K - $3.22K
|
11.6K
$93.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 3.13% |
$3.53K - $4.01K
|
15.5K
$125K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-501- 3.12% |
$3.53K - $4.02K
|
15.6K
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-550- 0.53% |
$3.88K - $4.41K
|
102K
$826K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-651- 1.96% |
$4.59K - $5.22K
|
32.6K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-657- 5.26% |
$4.63K - $5.27K
|
11.8K
$95.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-775- 0.32% |
$5.46K - $6.22K
|
238K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-800- 6.75% |
$5.64K - $6.42K
|
11.1K
$89.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-824- 1.85% |
$5.81K - $6.61K
|
43.6K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-849- 1.22% |
$5.99K - $6.81K
|
68.5K
$553K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-988- 0.98% |
$6.97K - $7.92K
|
100K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-988- 6.66% |
$6.97K - $7.92K
|
13.8K
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1K- 7.14% |
$7.05K - $8.02K
|
13K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.08K- 2.83% |
$7.6K - $8.65K
|
37K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.11K- 23.87% |
$7.8K - $8.87K
|
3.53K
$28.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.16K- 3.84% |
$8.18K - $9.3K
|
29K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.16K- 4.12% |
$8.19K - $9.31K
|
27K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 1.42% |
$9.17K - $10.4K
|
90.6K
$731K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.31K- 4.98% |
$9.21K - $10.5K
|
24.9K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.38K- 11.03% |
$9.74K - $11.1K
|
11.1K
$90K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.41K- 2.77% |
$9.97K - $11.3K
|
49.7K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.46K- 6.1% |
$10.3K - $11.7K
|
22.5K
$181K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.58K- 9.56% |
$11.2K - $12.7K
|
15K
$121K
|