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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
24,562
shares
|
$194,531
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,529
shares
|
$194,269
0.0% of portfolio
|
Q4 2024
Added 73.61%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
24,437
shares
|
$193,541
0.06% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
23,922
shares
|
$189,462
0.06% of portfolio
|
Q4 2024
Added 78.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,732
shares
|
$187,957
0.01% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
23,434
shares
|
$185,597
0.06% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
23,167
shares
|
$183,482
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,105
shares
|
$182,991
0.0% of portfolio
|
Q4 2024
Added 39.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
22,243
shares
|
$176,164
0.17% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
21,880
shares
|
$173,289
0.0% of portfolio
|
Q4 2024
Added 78.95%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
21,782
shares
|
$172,513
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
21,511
shares
|
$170,367
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
21,424
shares
|
$169,678
0.01% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,372
shares
|
$169,266
0.04% of portfolio
|
Q2 2024
Reduced 51.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
21,164
shares
|
$167,618
0.02% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
21,000
shares
|
$166,320
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
20,606
shares
|
$163,199
0.07% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
20,222
shares
|
$160,158
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,000
shares
|
$158,400
0.01% of portfolio
|
Q1 2020
Reduced 61.94%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
19,772
shares
|
$156,594
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,890
shares
|
$149,608
0.0% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
18,566
shares
|
$147,042
0.0% of portfolio
|
Q4 2024
Added 1508.84%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,351
shares
|
$145,339
0.08% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,802
shares
|
$140,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,587
shares
|
$139,289
0.0% of portfolio
|
Q4 2024
Added 11.99%
|