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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 35.82% |
$121K - $126K
|
58.7K
$471K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
15KNew |
$117K - $122K
|
15K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$111K - $115K
|
14.1K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$102K - $107K
|
13.1K
$105K
|
|
|
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
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.5KNew |
$97.5K - $102K
|
12.5K
$99.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
12.4K+ 21.23% |
$97.3K - $101K
|
70.9K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 44.36% |
$96.8K - $101K
|
40.2K
$323K
|
|
|
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
$97.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$92.9K - $96.8K
|
11.9K
$95.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$91K - $94.9K
|
11.6K
$93.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$89.7K - $93.5K
|
11.5K
$91.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.1K+ 19.13% |
$87.2K - $90.9K
|
69.4K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$86.5K - $90.1K
|
11K
$88.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$85.4K - $89K
|
10.9K
$87.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.5K+ 78.5% |
$82.4K - $85.8K
|
23.9K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 73.61% |
$81.4K - $84.9K
|
24.5K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 60.39% |
$79.4K - $82.7K
|
26.9K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$78.9K - $82.2K
|
10.1K
$80.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.71K+ 23.7% |
$76.1K - $79.3K
|
50.7K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65K+ 78.95% |
$75.6K - $78.8K
|
21.9K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.24KNew |
$72.3K - $75.4K
|
9.24K
$74.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.76K+ 34.68% |
$68.6K - $71.5K
|
34K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.53K+ 39.35% |
$51.1K - $53.2K
|
23.1K
$185K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6.27KNew |
$49.1K - $51.2K
|
6.27K
$50.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.01K+ 0.18% |
$47.1K - $49.1K
|
3.42M
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.06K+ 2.16% |
$39.6K - $41.3K
|
239K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.84K+ 1.75% |
$37.9K - $39.5K
|
281K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.83K+ 4.77% |
$37.8K - $39.4K
|
106K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.27K+ 1.08% |
$33.4K - $34.9K
|
401K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.2K+ 1.32% |
$32.9K - $34.3K
|
322K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 2.44% |
$31.9K - $33.3K
|
171K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 35.84% |
$30.5K - $31.7K
|
14.7K
$118K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.73K+ 377.13% |
$29.2K - $30.4K
|
4.71K
$37.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.72K+ 33.44% |
$29.1K - $30.3K
|
14.8K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.53K+ 1.14% |
$27.7K - $28.8K
|
314K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.12K+ 6.64% |
$24.5K - $25.5K
|
50.2K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.88K+ 8.95% |
$22.5K - $23.5K
|
35K
$281K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
2.84K+ 0.79% |
$22.2K - $23.2K
|
360K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.78K+ 11.53% |
$21.7K - $22.7K
|
26.9K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 16.19% |
$20.6K - $21.5K
|
18.9K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$20.4K - $21.2K
|
2.6K
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$19.6K - $20.4K
|
2.5K
$20.1K
|
|
|
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
$18.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17KNew |
$17K - $17.7K
|
2.17K
$17.4K
|