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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
33,290
shares
|
$269,649
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
32,590
shares
|
$263,979
0.01% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
31,951
shares
|
$258,803
0.01% of portfolio
|
Q3 2024
Reduced 25.87%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
31,600
shares
|
$255,960
0.22% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
31,252
shares
|
$253,141
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
30,201
shares
|
$244,628
0.12% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
29,807
shares
|
$241,436
0.02% of portfolio
|
Q4 2024
Reduced 34.5%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
29,364
shares
|
$237,848
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
29,287
shares
|
$237,224
0.02% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
28,477
shares
|
$230,663
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
28,250
shares
|
$228,825
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
28,204
shares
|
$228,452
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
27,439
shares
|
$222,255
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
27,144
shares
|
$219,866
0.1% of portfolio
|
Q1 2024
Reduced 19.84%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
26,220
shares
|
$212,382
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,179
shares
|
$212,049
0.01% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
25,710
shares
|
$208,251
0.16% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
25,561
shares
|
$207,044
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,000
shares
|
$202,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
25,000
shares
|
$202,500
0.0% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
24,921
shares
|
$201,860
0.0% of portfolio
|
Q4 2023
Reduced 22.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
24,500
shares
|
$198,450
0.11% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
24,494
shares
|
$198,401
0.0% of portfolio
|
Q1 2025
Added 83.75%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
24,437
shares
|
$197,939
0.13% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
23,922
shares
|
$193,768
0.06% of portfolio
|
Q4 2024
Added 78.5%
|