Institutional Ownership Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
10,840
shares
|
$86,394
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
10,776
shares
|
$85,884
0.03% of portfolio
|
Q3 2024
Reduced 88.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10,601
shares
|
$84,489
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
10,266
shares
|
$81,820
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
10,143
shares
|
$80,839
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
10,092
shares
|
$80,433
0.05% of portfolio
|
Q4 2023
Added 202.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,052
shares
|
$80,114
0.0% of portfolio
|
Q3 2018
Added 25.65%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$79,700
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$79,700
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$79,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
10,000
shares
|
$79,700
0.06% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
10,000
shares
|
$79,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
9,866
shares
|
$78,632
0.0% of portfolio
|
Q3 2024
Reduced 36.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,328
shares
|
$74,344
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
9,221
shares
|
$73,491
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,218
shares
|
$65,497
0.01% of portfolio
|
Q1 2024
Added 18.36%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
7,575
shares
|
$60,372
0.02% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
5,876
shares
|
$46,831
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
5,053
shares
|
$40,272
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,943
shares
|
$39,395
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
4,708
shares
|
$37,522
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,440
shares
|
$35,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,900
shares
|
$31,083
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,419
shares
|
$27,249
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,419
shares
|
$27,249
0.0% of portfolio
|
Q4 2023
New holding
|