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 311 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $752 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
34,989
shares
|
$287,609
0.01% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
34,531
shares
|
$283,844
0.01% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
34,334
shares
|
$282,225
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,639
shares
|
$268,292
0.03% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
31,951
shares
|
$262,637
0.01% of portfolio
|
Q3 2024
Reduced 25.87%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
31,600
shares
|
$259,752
0.22% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
31,148
shares
|
$256,036
0.02% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
30,861
shares
|
$253,677
0.0% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
29,494
shares
|
$242,440
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
29,156
shares
|
$239,662
0.0% of portfolio
|
Q2 2025
Added 71.51%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
29,041
shares
|
$238,717
0.1% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
28,250
shares
|
$232,215
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
27,439
shares
|
$225,548
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
27,144
shares
|
$223,123
0.1% of portfolio
|
Q1 2024
Reduced 19.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
27,106
shares
|
$222,811
0.0% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
27,043
shares
|
$222,293
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
26,404
shares
|
$217,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
25,746
shares
|
$211,632
0.0% of portfolio
|
Q2 2025
Added 65.14%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
25,710
shares
|
$211,336
0.16% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
25,561
shares
|
$210,111
0.12% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
25,000
shares
|
$205,500
0.0% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,000
shares
|
$205,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
24,921
shares
|
$204,850
0.0% of portfolio
|
Q4 2023
Reduced 22.12%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
24,913
shares
|
$204,784
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
24,437
shares
|
$200,872
0.13% of portfolio
|
Q3 2024
Reduced 38.02%
|