Purchases and Sales Made in Q3 2025 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.61M+ 3035.99% |
$12.8M - $13.3M
|
1.66M
$13.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
999KNew |
$7.97M - $8.28M
|
999K
$8.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
734K+ 19.52% |
$5.86M - $6.09M
|
4.5M
$36.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
591K+ 167.42% |
$4.72M - $4.9M
|
944K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
558K+ 8.11% |
$4.46M - $4.63M
|
7.45M
$60.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
535K+ 93.63% |
$4.27M - $4.44M
|
1.11M
$8.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
529K+ 106.1% |
$4.22M - $4.39M
|
1.03M
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 17.74% |
$2.69M - $2.79M
|
2.24M
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
315K+ 39.43% |
$2.52M - $2.61M
|
1.12M
$9.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 87.18% |
$2.15M - $2.23M
|
577K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
260K+ 163.38% |
$2.07M - $2.16M
|
419K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
249K+ 15.06% |
$1.99M - $2.07M
|
1.91M
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
185K+ 53.15% |
$1.47M - $1.53M
|
533K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 4.3% |
$1.44M - $1.5M
|
4.38M
$35.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
155KNew |
$1.24M - $1.29M
|
155K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 32.0% |
$1.2M - $1.25M
|
621K
$5.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
150K+ 24.46% |
$1.19M - $1.24M
|
761K
$6.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
143K+ 20.64% |
$1.14M - $1.19M
|
837K
$6.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
132KNew |
$1.06M - $1.1M
|
132K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$891K - $926K
|
112K
$902K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
91.8K+ 338.71% |
$733K - $761K
|
119K
$961K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
91.1K+ 103.54% |
$727K - $756K
|
179K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86K+ 49.72% |
$686K - $713K
|
259K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.3K+ 38.64% |
$681K - $707K
|
306K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
85.1KNew |
$679K - $706K
|
85.1K
$688K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
76.7K+ 84.69% |
$612K - $636K
|
167K
$1.35M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74.7K+ 6.84% |
$596K - $619K
|
1.17M
$9.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
71.9KNew |
$574K - $596K
|
71.9K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70K+ 6.16% |
$559K - $580K
|
1.21M
$9.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
69.2K+ 2.35% |
$552K - $574K
|
3.02M
$24.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
69.1KNew |
$551K - $573K
|
69.1K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68K+ 143.74% |
$543K - $564K
|
115K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.5K+ 14.19% |
$451K - $468K
|
455K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.2K+ 18.38% |
$408K - $424K
|
330K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
45.9K+ 62.66% |
$366K - $381K
|
119K
$963K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
40.6KNew |
$324K - $337K
|
40.6K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
38.8K+ 105.38% |
$310K - $322K
|
75.6K
$611K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36.4KNew |
$290K - $302K
|
36.4K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
36K+ 8.24% |
$288K - $299K
|
474K
$3.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.2K+ 45.37% |
$281K - $292K
|
113K
$911K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
34.4KNew |
$275K - $285K
|
34.4K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
33.9K+ 46.41% |
$270K - $281K
|
107K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$268K - $278K
|
33.6K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
33.4K+ 17.32% |
$267K - $277K
|
226K
$1.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 15.11% |
$266K - $276K
|
254K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32K+ 286.71% |
$255K - $265K
|
43.1K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31KNew |
$247K - $257K
|
31K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.4K+ 3.14% |
$243K - $252K
|
999K
$8.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.8K+ 58.32% |
$238K - $247K
|
80.9K
$653K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.7K+ 55.95% |
$237K - $246K
|
82.8K
$669K
|
|