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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
84,081
shares
|
$681,056
0.01% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
82,558
shares
|
$668,719
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
80,239
shares
|
$649,935
0.56% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
79,061
shares
|
$640,394
0.14% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
77,328
shares
|
$626,356
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
76,187
shares
|
$617,114
0.02% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
73,070
shares
|
$591,867
0.22% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
73,000
shares
|
$591,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
71,886
shares
|
$582,276
0.03% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
71,141
shares
|
$576,242
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
70,922
shares
|
$574,468
0.06% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
70,000
shares
|
$567,000
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
69,231
shares
|
$560,771
0.18% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
68,529
shares
|
$555,084
0.16% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,396
shares
|
$554,007
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
67,050
shares
|
$543,105
0.02% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
60,317
shares
|
$488,567
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
58,444
shares
|
$473,396
0.07% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
55,993
shares
|
$453,543
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,308
shares
|
$447,994
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
55,269
shares
|
$447,678
0.17% of portfolio
|
Q1 2024
Added 13.44%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
53,000
shares
|
$429,300
0.17% of portfolio
|
Q1 2025
Added 279.52%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
52,969
shares
|
$429,048
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
52,417
shares
|
$424,577
0.01% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
51,460
shares
|
$416,826
0.07% of portfolio
|
Q2 2023
Added 19.3%
|