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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
86,571
shares
|
$711,613
0.14% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
80,239
shares
|
$659,564
0.56% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
79,061
shares
|
$649,881
0.14% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
77,543
shares
|
$637,403
0.01% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
73,416
shares
|
$603,479
0.2% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
73,305
shares
|
$602,567
0.36% of portfolio
|
Q2 2025
Added 389.19%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
73,289
shares
|
$602,435
0.02% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
73,000
shares
|
$600,060
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
72,055
shares
|
$592,292
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
70,922
shares
|
$582,978
0.05% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
70,000
shares
|
$575,400
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
70,000
shares
|
$575,400
0.26% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
69,400
shares
|
$570,468
0.03% of portfolio
|
Q2 2025
Reduced 83.77%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
69,231
shares
|
$569,078
0.18% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
68,529
shares
|
$563,308
0.16% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
64,370
shares
|
$529,121
0.01% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
62,643
shares
|
$514,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
61,919
shares
|
$508,974
0.04% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
58,444
shares
|
$480,409
0.06% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
55,993
shares
|
$460,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
55,269
shares
|
$454,311
0.17% of portfolio
|
Q1 2024
Added 13.44%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
54,700
shares
|
$449,634
0.16% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
54,151
shares
|
$445,121
0.02% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
53,114
shares
|
$436,597
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
52,969
shares
|
$435,405
0.26% of portfolio
|
Q4 2023
New holding
|