Latest Institutional Transactions on Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.66K- 3.04% |
$67.8K - $70.7K
|
276K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$100K - $105K
|
12.8K
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
113+ 0.97% |
$885 - $922
|
11.8K
$94.2K
|
|
|
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
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
500+ 1.5% |
$3.92K - $4.08K
|
33.8K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
349+ 1.72% |
$2.73K - $2.85K
|
20.6K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65K+ 78.95% |
$75.6K - $78.8K
|
21.9K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 35.82% |
$121K - $126K
|
58.7K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
880New |
$6.89K - $7.18K
|
880
$7.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-76.7K- 64.02% |
$601K - $626K
|
43.1K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.07K- 1.52% |
$63.2K - $65.8K
|
522K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.01K+ 17.93% |
$15.7K - $16.4K
|
13.2K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-300- 19.62% |
$2.35K - $2.45K
|
1.23K
$9.83K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 0.22% |
$266 - $277
|
15.2K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$85.4K - $89K
|
10.9K
$87.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
50KNew |
$392K - $408K
|
50K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.37K- 2.01% |
$42K - $43.8K
|
262K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 3.01% |
$15.3K - $16K
|
66.9K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$139K - $145K
|
17.8K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14.2K- 13.17% |
$111K - $116K
|
93.7K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98KNew |
$15.5K - $16.1K
|
1.98K
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.25% |
$39.2 - $40.8
|
2.03K
$16.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.2K+ 1.32% |
$32.9K - $34.3K
|
322K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
12.4K+ 21.23% |
$97.3K - $101K
|
70.9K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-7.91K- 23.53% |
$61.9K - $64.6K
|
25.7K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
327KNew |
$2.56M - $2.67M
|
327K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.62K- 13.1% |
$20.5K - $21.4K
|
17.4K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.9K+ 70.02% |
$195K - $203K
|
60.4K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1KNew |
$95K - $99K
|
12.1K
$97K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.21K- 99.9% |
$64.3K - $67K
|
8
$64
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.03% |
$86.1 - $89.8
|
33.3K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
460+ 3.88% |
$3.6K - $3.75K
|
12.3K
$98.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 3.29% |
$78.3 - $81.6
|
314
$2.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
766+ 3.22% |
$6K - $6.25K
|
24.6K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.07K- 3.8% |
$24K - $25K
|
77.6K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 2.44% |
$31.9K - $33.3K
|
171K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.35K- 1.34% |
$10.6K - $11K
|
99.8K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.1K+ 5.58% |
$267K - $278K
|
645K
$5.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53.7KNew |
$420K - $438K
|
53.7K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$572K - $596K
|
73K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.12K+ 6.64% |
$24.5K - $25.5K
|
50.2K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 3.45% |
$3.92K - $4.08K
|
15K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.13K- 6.91% |
$48K - $50K
|
82.6K
$661K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.33K- 1.98% |
$10.4K - $10.9K
|
65.9K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6.42K- 15.56% |
$50.3K - $52.4K
|
34.9K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$78.9K - $82.2K
|
10.1K
$80.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.81K- 19.08% |
$61.1K - $63.7K
|
33.1K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$97.8K - $102K
|
12.5K
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-128K- 13.99% |
$1.01M - $1.05M
|
790K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
34+ 0.04% |
$266 - $277
|
90.6K
$725K
|