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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
23,711
shares
|
$194,904
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,207
shares
|
$190,761
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
23,129
shares
|
$190,120
0.16% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
22,462
shares
|
$184,637
0.07% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
22,175
shares
|
$182,278
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
21,710
shares
|
$178,456
0.01% of portfolio
|
Q2 2025
Reduced 37.71%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
21,511
shares
|
$176,820
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
21,424
shares
|
$176,105
0.01% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
21,214
shares
|
$174,379
0.07% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,922
shares
|
$171,978
0.0% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
20,500
shares
|
$168,510
0.08% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,458
shares
|
$168,164
0.0% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
20,222
shares
|
$166,224
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,000
shares
|
$164,400
0.01% of portfolio
|
Q1 2020
Reduced 61.94%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
19,879
shares
|
$163,405
0.05% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
19,790
shares
|
$162,673
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
19,669
shares
|
$161,679
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
19,449
shares
|
$159,870
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
18,991
shares
|
$156,106
0.01% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
18,373
shares
|
$151,026
0.01% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,299
shares
|
$150,417
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
17,661
shares
|
$145,173
0.0% of portfolio
|
Q2 2025
Added 106.2%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,651
shares
|
$145,091
0.08% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
17,356
shares
|
$142,666
0.0% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
16,917
shares
|
$139,057
0.0% of portfolio
|
Q2 2025
Added 3.18%
|