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 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.54K- 2.54% |
$17.9K - $20.3K
|
97.2K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.9K- 3.8% |
$20.4K - $23.2K
|
73.3K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.97K- 11.35% |
$21K - $23.8K
|
23.2K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.08K- 7.79% |
$21.7K - $24.7K
|
36.5K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.12K- 23.64% |
$22K - $25K
|
10.1K
$81.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 0.79% |
$22.3K - $25.4K
|
398K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.57K- 1.42% |
$25.2K - $28.6K
|
249K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4K- 16.33% |
$28.2K - $32.1K
|
20.5K
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-4K- 8.02% |
$28.2K - $32.1K
|
45.9K
$370K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.07K- 8.84% |
$28.7K - $32.7K
|
42K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.12K- 10.08% |
$29.1K - $33.1K
|
36.8K
$297K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.21K- 20.28% |
$29.6K - $33.7K
|
16.5K
$133K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.64K- 13.89% |
$39.8K - $45.3K
|
35K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.57K- 2.38% |
$46.3K - $52.7K
|
269K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.77K- 9.52% |
$47.7K - $54.3K
|
64.4K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.78K- 8.04% |
$47.8K - $54.4K
|
77.5K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 18.13% |
$48.2K - $54.8K
|
30.9K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.9K- 16.41% |
$69.8K - $79.4K
|
50.4K
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 2.2% |
$74.7K - $85K
|
471K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 7.73% |
$86K - $97.8K
|
146K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 91.41% |
$86.5K - $98.4K
|
1.15K
$9.31K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-13.1K- 37.71% |
$92.7K - $105K
|
21.7K
$175K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.5K- 27.74% |
$103K - $117K
|
37.9K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.7K- 2.05% |
$153K - $174K
|
1.04M
$8.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.5K- 91.93% |
$159K - $181K
|
1.98K
$16K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29.7K- 94.97% |
$209K - $238K
|
1.57K
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.3K- 4.97% |
$221K - $251K
|
598K
$4.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.2K- 75.12% |
$445K - $507K
|
20.9K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65.9K- 33.78% |
$464K - $528K
|
129K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103K- 60.25% |
$729K - $830K
|
68.3K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133K- 13.81% |
$940K - $1.07M
|
832K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-167K- 22.63% |
$1.18M - $1.34M
|
571K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-222K- 5.02% |
$1.56M - $1.78M
|
4.2M
$33.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-352KClosed |
$2.48M - $2.82M
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-358K- 83.77% |
$2.52M - $2.87M
|
69.4K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-480K- 20.18% |
$3.38M - $3.85M
|
1.9M
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.91M- 70.87% |
$20.5M - $23.3M
|
1.2M
$9.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-28.6M- 99.93% |
$202M - $229M
|
19.8K
$160K
|