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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,328
shares
|
$75,556
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
9,016
shares
|
$73,029
0.03% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,565
shares
|
$69,376
0.0% of portfolio
|
Q1 2025
Added 81.69%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,479
shares
|
$68,679
0.0% of portfolio
|
Q1 2025
Reduced 42.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,135
shares
|
$65,893
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,943
shares
|
$40,038
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,633
shares
|
$37,527
0.03% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,579
shares
|
$37,089
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,202
shares
|
$34,036
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,900
shares
|
$31,590
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,677
shares
|
$29,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,419
shares
|
$27,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,385
shares
|
$27,418
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,027
shares
|
$24,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
3,000
shares
|
$24,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,600
shares
|
$21,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,398
shares
|
$19,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,322
shares
|
$18,808
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,263
shares
|
$18,330
0.0% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,174
shares
|
$17,609
0.01% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,106
shares
|
$17,058
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
1,977
shares
|
$16,013
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,751
shares
|
$14,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,681
shares
|
$13,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,481
shares
|
$11,996
0.0% of portfolio
|
Q1 2025
Added 1.51%
|