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 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
521,997
shares
|
$4.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
503,105
shares
|
$3.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
467,245
shares
|
$3.7 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
452,375
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
446,237
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Protective Life Corp
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
440,000
shares
|
$3.48 Million
100.0% of portfolio
|
Q3 2018
New holding
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
436,615
shares
|
$3.46 Million
1.1% of portfolio
|
Q4 2024
Added 95.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
401,233
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
384,993
shares
|
$3.05 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
366,653
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 65.71%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
357,226
shares
|
$2.83 Million
1.31% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
351,192
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
333,734
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
326,913
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
326,705
shares
|
$2.59 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
321,537
shares
|
$2.55 Million
0.09% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
313,912
shares
|
$2.49 Million
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
300,000
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
280,632
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
275,879
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
275,048
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
262,100
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
256,971
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
239,134
shares
|
$1.89 Million
0.09% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
222,582
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|