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 311 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $752 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
565,388
shares
|
$4.65 Million
0.22% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
511,842
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
498,856
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Added 53.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
471,113
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
470,523
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
467,245
shares
|
$3.84 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Protective Life Corp
Birmingham, AL |
Aug 11, 2025 Q2 2025 |
440,000
shares
|
$3.62 Million
100.0% of portfolio
|
Q3 2018
New holding
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
437,513
shares
|
$3.6 Million
1.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
398,064
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Campbell Capital Management Inc
|
Aug 18, 2025 Q2 2025 |
381,038
shares
|
$3.13 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
357,253
shares
|
$2.94 Million
2.68% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
357,226
shares
|
$2.94 Million
1.31% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
347,690
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
339,215
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
314,819
shares
|
$2.59 Million
0.28% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
308,490
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
300,000
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
281,887
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
278,520
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
274,632
shares
|
$2.26 Million
0.56% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
269,309
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
248,714
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
237,784
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
222,582
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
220,727
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 49.32%
|