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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
51,928
shares
|
$411,269
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
51,460
shares
|
$407,563
0.07% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
51,348
shares
|
$406,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
51,076
shares
|
$404,521
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
50,703
shares
|
$401,567
0.0% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
50,176
shares
|
$397,393
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
50,000
shares
|
$396,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
47,965
shares
|
$379,882
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
47,433
shares
|
$375,669
0.27% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
47,237
shares
|
$374,117
0.0% of portfolio
|
Q4 2024
Added 60.71%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
46,063
shares
|
$364,818
0.1% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
45,250
shares
|
$358,380
0.18% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
44,497
shares
|
$352,416
0.17% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
44,483
shares
|
$352,305
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
44,465
shares
|
$352,162
0.12% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
43,127
shares
|
$341,565
0.0% of portfolio
|
Q4 2024
Reduced 64.02%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
42,204
shares
|
$334,255
0.01% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
40,906
shares
|
$323,975
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
40,526
shares
|
$320,965
0.0% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
40,218
shares
|
$318,526
0.0% of portfolio
|
Q4 2024
Added 44.36%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
40,081
shares
|
$317,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
38,073
shares
|
$301,538
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
37,846
shares
|
$299,740
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
36,500
shares
|
$289,080
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
34,999
shares
|
$277,192
0.02% of portfolio
|
Q4 2024
Added 8.95%
|