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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
220,453
shares
|
$1.81 Million
0.51% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
208,255
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
193,045
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
172,897
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 61.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
161,712
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
159,139
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
145,556
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
142,246
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
129,078
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.78%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
124,850
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2022
Reduced 2.35%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
114,822
shares
|
$943,836
0.37% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
110,974
shares
|
$912,206
0.3% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
108,730
shares
|
$893,760
0.02% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
102,959
shares
|
$846,322
0.03% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
102,362
shares
|
$841,415
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
100,317
shares
|
$824,605
0.33% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
97,230
shares
|
$799,230
0.49% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
97,000
shares
|
$797,340
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
92,669
shares
|
$761,739
0.03% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
90,550
shares
|
$744,321
0.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
89,471
shares
|
$735,451
0.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
89,081
shares
|
$732,245
0.0% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
88,024
shares
|
$723,557
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
88,000
shares
|
$723,360
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
87,915
shares
|
$722,661
0.09% of portfolio
|
Q2 2025
Added 6.49%
|