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 $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
51,460
shares
|
$412,194
0.07% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
51,225
shares
|
$410,312
0.04% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
51,096
shares
|
$409,278
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
51,076
shares
|
$409,118
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
50,780
shares
|
$406,747
0.03% of portfolio
|
Q1 2025
Added 45.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
50,000
shares
|
$400,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
49,861
shares
|
$399,386
0.29% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
47,965
shares
|
$384,199
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
47,750
shares
|
$382,477
0.18% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
46,984
shares
|
$376,341
0.01% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
45,549
shares
|
$364,847
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
44,473
shares
|
$356,228
0.0% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
44,465
shares
|
$356,164
0.12% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
43,532
shares
|
$348,691
0.17% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
42,500
shares
|
$340,425
0.02% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
41,989
shares
|
$336,331
0.09% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
40,897
shares
|
$327,584
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
40,632
shares
|
$325,462
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
39,538
shares
|
$316,699
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
38,073
shares
|
$304,964
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
37,848
shares
|
$303,162
0.14% of portfolio
|
Q2 2025
Added 200.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
37,694
shares
|
$301,928
0.0% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
36,775
shares
|
$294,567
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
36,500
shares
|
$292,365
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
35,787
shares
|
$286,653
0.31% of portfolio
|
Q1 2025
Reduced 19.55%
|