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 308 institutions that hold shares in the stock, with a total of 94.2 Million shares, which have been reported (via 13F filing form) to have a value of $763 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,859
shares
|
$96,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
11,848
shares
|
$95,968
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,843
shares
|
$95,928
0.01% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
11,773
shares
|
$95,361
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
11,653
shares
|
$94,389
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,627
shares
|
$94,178
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
11,520
shares
|
$93,312
0.07% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,242
shares
|
$91,060
0.0% of portfolio
|
Q2 2024
Reduced 18.14%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
11,200
shares
|
$90,720
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
11,113
shares
|
$90,015
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,975
shares
|
$88,897
0.0% of portfolio
|
Q1 2025
Reduced 52.5%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
10,910
shares
|
$88,371
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
10,840
shares
|
$87,804
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10,687
shares
|
$86,564
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,647
shares
|
$86,240
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,400
shares
|
$84,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,073
shares
|
$81,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,052
shares
|
$81,421
0.0% of portfolio
|
Q3 2018
Added 25.65%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$81,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
10,000
shares
|
$81,000
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
10,000
shares
|
$81,000
0.06% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$81,000
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
9,866
shares
|
$79,914
0.0% of portfolio
|
Q3 2024
Reduced 36.43%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
9,862
shares
|
$79,882
0.0% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,344
shares
|
$75,686
0.0% of portfolio
|
Q1 2025
Reduced 6.26%
|