Purchases and Sales Made in Q4 2025 in Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
55.8KNew |
$451K - $460K
|
55.8K
$451K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
51.6KNew |
$417K - $425K
|
51.6K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.6K+ 15.55% |
$384K - $392K
|
354K
$2.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.7KNew |
$103K - $105K
|
12.7K
$103K
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.3K+ 32.5% |
$99.3K - $101K
|
50.1K
$405K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 9.52% |
$86.6K - $88.3K
|
123K
$997K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.37K+ 27.01% |
$67.5K - $68.9K
|
39.4K
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.64K+ 23.56% |
$21.3K - $21.7K
|
13.8K
$112K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2KNew |
$16.1K - $16.5K
|
2K
$16.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 15.02% |
$16.1K - $16.5K
|
15.3K
$124K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.01K+ 2.46% |
$8.18K - $8.35K
|
42.2K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
719+ 3.04% |
$5.8K - $5.92K
|
24.4K
$197K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
269+ 2.43% |
$2.17K - $2.21K
|
11.3K
$91.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
128+ 0.52% |
$1.03K - $1.05K
|
24.6K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.17% |
$178 - $181
|
12.8K
$104K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-122- 0.13% |
$985 - $1K
|
97.1K
$785K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-302- 0.44% |
$2.44K - $2.49K
|
67.7K
$547K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-358- 0.13% |
$2.89K - $2.95K
|
274K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.49K- 1.66% |
$12.1K - $12.3K
|
88.3K
$713K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3.17K- 19.14% |
$25.6K - $26.1K
|
13.4K
$108K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.7K- 4.15% |
$29.9K - $30.5K
|
85.4K
$690K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.8K- 1.52% |
$30.7K - $31.3K
|
247K
$1.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.87K- 16.18% |
$31.3K - $31.9K
|
20.1K
$162K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.67K- 3.75% |
$70K - $71.3K
|
222K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-21.4K- 6.38% |
$173K - $176K
|
315K
$2.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-137K- 26.87% |
$1.11M - $1.13M
|
374K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-279K- 64.37% |
$2.25M - $2.3M
|
154K
$1.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.61M- 96.81% |
$13M - $13.2M
|
53K
$428K
|
|