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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.96K+ 3.01% |
$15.3K - $16K
|
66.9K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.92KNew |
$15K - $15.7K
|
1.92K
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.88K+ 11.99% |
$14.7K - $15.4K
|
17.6K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.63K+ 13.94% |
$12.8K - $13.3K
|
13.3K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.37K+ 1.7% |
$10.7K - $11.2K
|
81.6K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.35K+ 1.66% |
$10.6K - $11K
|
82.4K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25K+ 9.48% |
$9.82K - $10.2K
|
14.5K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 4.75% |
$9.77K - $10.2K
|
27.5K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.08K+ 5.4% |
$8.49K - $8.85K
|
21.2K
$168K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
995New |
$7.79K - $8.12K
|
995
$7.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
880New |
$6.89K - $7.18K
|
880
$6.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
869+ 5.21% |
$6.8K - $7.09K
|
17.5K
$139K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
766+ 3.22% |
$6K - $6.25K
|
24.6K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$5.48K - $5.71K
|
700
$5.54K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
671+ 3.11% |
$5.25K - $5.48K
|
22.2K
$176K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 3.45% |
$3.92K - $4.08K
|
15K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
500+ 1.5% |
$3.92K - $4.08K
|
33.8K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
474+ 3.34% |
$3.71K - $3.87K
|
14.7K
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
460+ 3.88% |
$3.6K - $3.75K
|
12.3K
$97.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
429+ 2.73% |
$3.36K - $3.5K
|
16.1K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
421+ 2.93% |
$3.3K - $3.44K
|
14.8K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
349+ 1.72% |
$2.73K - $2.85K
|
20.6K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
252+ 2.45% |
$1.97K - $2.06K
|
10.5K
$83.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
247New |
$1.93K - $2.02K
|
247
$1.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
160+ 0.55% |
$1.25K - $1.31K
|
29.3K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
135New |
$1.06K - $1.1K
|
135
$1.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125+ 0.25% |
$979 - $1.02K
|
51.1K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
113+ 0.97% |
$885 - $922
|
11.8K
$93.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 0.82% |
$799 - $832
|
12.5K
$99.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
91+ 0.17% |
$713 - $743
|
53.9K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
74+ 3.35% |
$579 - $604
|
2.28K
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
57+ 0.54% |
$446 - $465
|
10.7K
$84.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 2.53% |
$282 - $294
|
1.46K
$11.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
34+ 0.04% |
$266 - $277
|
90.6K
$718K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 0.22% |
$266 - $277
|
15.2K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.03% |
$86.1 - $89.8
|
33.3K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 3.29% |
$78.3 - $81.6
|
314
$2.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.25% |
$39.2 - $40.8
|
2.03K
$16.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.21% |
$31.3 - $32.6
|
185
$1.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$7.83 - $8.16
|
2.65K
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-58- 0.13% |
$454 - $473
|
44.5K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-300- 19.62% |
$2.35K - $2.45K
|
1.23K
$9.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-350- 1.49% |
$2.74K - $2.86K
|
23.2K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 8.0% |
$8.9K - $9.28K
|
13.1K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.28K- 3.04% |
$10K - $10.5K
|
40.9K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.33K- 22.62% |
$10.4K - $10.8K
|
4.55K
$36K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.33K- 1.98% |
$10.4K - $10.9K
|
65.9K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.35K- 1.34% |
$10.6K - $11K
|
99.8K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.4K- 7.09% |
$11K - $11.4K
|
18.4K
$145K
|