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 $763 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
238,559
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
225,212
shares
|
$1.82 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
222,582
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
220,727
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 49.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
201,095
shares
|
$1.63 Million
0.5% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
194,928
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
188,843
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
171,712
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
157,751
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
135,859
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
132,588
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
124,850
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2022
Reduced 2.35%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
123,289
shares
|
$998,640
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
110,974
shares
|
$898,889
0.3% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
110,574
shares
|
$895,649
0.38% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
107,153
shares
|
$867,939
0.01% of portfolio
|
Q1 2025
Added 126.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
102,912
shares
|
$833,587
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
101,305
shares
|
$820,570
0.36% of portfolio
|
Q3 2024
Added 309.53%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
99,767
shares
|
$808,112
0.54% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
93,553
shares
|
$757,779
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
91,850
shares
|
$743,985
0.21% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
89,654
shares
|
$726,197
0.2% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
88,000
shares
|
$712,800
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
86,571
shares
|
$701,225
0.15% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
84,322
shares
|
$683,008
0.02% of portfolio
|
Q1 2025
Added 2.12%
|