Purchases and Sales Made in Q4 2024 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.29MNew |
$25.8M - $26.9M
|
3.29M
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
327KNew |
$2.56M - $2.67M
|
327K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
170K+ 551.85% |
$1.33M - $1.39M
|
201K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
84K+ 779.78% |
$658K - $686K
|
94.8K
$764K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.5K+ 65.22% |
$615K - $641K
|
199K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$572K - $596K
|
73K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.3K+ 3.25% |
$559K - $582K
|
2.27M
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53.7KNew |
$420K - $438K
|
53.7K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.3KNew |
$402K - $419K
|
51.3K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
50KNew |
$392K - $408K
|
50K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
48KNew |
$376K - $391K
|
48K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.4K+ 32.81% |
$300K - $313K
|
155K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.1K+ 5.58% |
$267K - $278K
|
645K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.9K+ 70.02% |
$195K - $203K
|
60.4K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.8K+ 60.71% |
$140K - $146K
|
47.2K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$139K - $145K
|
17.8K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.5K+ 3.23% |
$137K - $143K
|
559K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4K+ 1508.84% |
$136K - $142K
|
18.6K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 35.82% |
$121K - $126K
|
58.7K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
15.3KNew |
$120K - $125K
|
15.3K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
15.3KNew |
$120K - $125K
|
15.3K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15.2KNew |
$119K - $124K
|
15.2K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$100K - $105K
|
12.8K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$97.8K - $102K
|
12.5K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
12.4K+ 21.23% |
$97.3K - $101K
|
70.9K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.3K+ 5.87% |
$96.7K - $101K
|
223K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$95K - $99K
|
12.1K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$91K - $94.9K
|
11.6K
$93.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$85.4K - $89K
|
10.9K
$87.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$78.9K - $82.2K
|
10.1K
$81.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.71K+ 23.7% |
$76.1K - $79.3K
|
50.7K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65K+ 78.95% |
$75.6K - $78.8K
|
21.9K
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.2K+ 1.32% |
$32.9K - $34.3K
|
322K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 2.44% |
$31.9K - $33.3K
|
171K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 35.84% |
$30.5K - $31.7K
|
14.7K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.73K+ 377.13% |
$29.2K - $30.4K
|
4.71K
$38K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.53K+ 1.14% |
$27.7K - $28.8K
|
314K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.12K+ 6.64% |
$24.5K - $25.5K
|
50.2K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.78K+ 11.53% |
$21.7K - $22.7K
|
26.9K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 16.19% |
$20.6K - $21.5K
|
18.9K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$20.4K - $21.2K
|
2.6K
$21K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$19.6K - $20.4K
|
2.5K
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.36KNew |
$18.4K - $19.2K
|
2.36K
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17KNew |
$17K - $17.7K
|
2.17K
$17.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.01K+ 17.93% |
$15.7K - $16.4K
|
13.2K
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98KNew |
$15.5K - $16.1K
|
1.98K
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 3.01% |
$15.3K - $16K
|
66.9K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.63K+ 13.94% |
$12.8K - $13.3K
|
13.3K
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25K+ 9.48% |
$9.82K - $10.2K
|
14.5K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 4.75% |
$9.77K - $10.2K
|
27.5K
$222K
|