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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
79,061
shares
|
$626,163
0.14% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
77,578
shares
|
$614,417
0.24% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
76,473
shares
|
$605,666
0.01% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
73,423
shares
|
$581,510
0.03% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
73,000
shares
|
$578,160
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
72,874
shares
|
$577,162
0.02% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
71,141
shares
|
$563,436
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
70,922
shares
|
$561,702
0.06% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
70,000
shares
|
$554,400
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
69,378
shares
|
$549,473
0.17% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
67,050
shares
|
$531,036
0.02% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
66,903
shares
|
$529,871
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
65,889
shares
|
$521,840
0.17% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
61,343
shares
|
$485,836
0.0% of portfolio
|
Q4 2024
Reduced 27.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
60,391
shares
|
$478,296
0.04% of portfolio
|
Q4 2024
Added 70.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
59,935
shares
|
$474,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
58,678
shares
|
$464,729
0.01% of portfolio
|
Q4 2024
Added 35.82%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
58,444
shares
|
$462,876
0.07% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
58,285
shares
|
$461,617
0.0% of portfolio
|
Q4 2024
Added 143.86%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
55,269
shares
|
$437,730
0.18% of portfolio
|
Q1 2024
Added 13.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
54,014
shares
|
$427,790
0.04% of portfolio
|
Q4 2024
Reduced 86.24%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
53,893
shares
|
$426,832
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
53,693
shares
|
$425,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
53,250
shares
|
$421,740
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
52,969
shares
|
$419,514
0.26% of portfolio
|
Q4 2023
New holding
|