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 $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,406
shares
|
$11,262
0.01% of portfolio
|
Q4 2024
Reduced 70.14%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,400
shares
|
$11,214
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,400
shares
|
$11,214
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,342
shares
|
$10,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,229
shares
|
$9,844
0.0% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1,043
shares
|
$8,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,026
shares
|
$8,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
995
shares
|
$7,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
941
shares
|
$7,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
929
shares
|
$7,441
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
805
shares
|
$6,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
700
shares
|
$5,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
676
shares
|
$5,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
630
shares
|
$5,046
0.0% of portfolio
|
Q1 2023
Reduced 78.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
612
shares
|
$4,902
0.0% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
551
shares
|
$4,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
500
shares
|
$4,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
461
shares
|
$3,692
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
427
shares
|
$3,420
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
359
shares
|
$2,875
0.0% of portfolio
|
Q4 2023
Added 2727.58%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
350
shares
|
$2,803
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
314
shares
|
$2,515
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
302
shares
|
$2,419
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
247
shares
|
$1,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
238
shares
|
$1,906
0.0% of portfolio
|
Q1 2025
New holding
|