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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
507,885
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
503,478
shares
|
$4.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
498,856
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Added 53.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
481,711
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
467,245
shares
|
$3.74 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
462,470
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Protective Life Corp
Birmingham, AL |
May 15, 2025 Q1 2025 |
440,000
shares
|
$3.52 Million
100.0% of portfolio
|
Q3 2018
New holding
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
437,513
shares
|
$3.5 Million
1.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
427,519
shares
|
$3.42 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
401,233
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
384,993
shares
|
$3.08 Million
1.8% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
357,253
shares
|
$2.86 Million
2.68% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
357,226
shares
|
$2.86 Million
1.31% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
339,215
shares
|
$2.72 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
326,501
shares
|
$2.62 Million
0.09% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
312,607
shares
|
$2.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
300,000
shares
|
$2.4 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
287,384
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
275,879
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
275,048
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
274,632
shares
|
$2.2 Million
0.56% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
274,567
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
268,179
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
248,714
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
238,559
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.24%
|