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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
23,283
shares
|
$188,592
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
23,129
shares
|
$187,344
0.16% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,845
shares
|
$176,944
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
21,511
shares
|
$174,239
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
21,424
shares
|
$173,534
0.01% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,320
shares
|
$172,692
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
20,844
shares
|
$168,836
0.08% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,736
shares
|
$167,961
0.0% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
20,222
shares
|
$163,798
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,000
shares
|
$162,000
0.01% of portfolio
|
Q1 2020
Reduced 61.94%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
19,879
shares
|
$161,019
0.05% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
19,779
shares
|
$160,209
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
19,768
shares
|
$160,120
0.03% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
19,432
shares
|
$157,399
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
19,427
shares
|
$157,358
0.05% of portfolio
|
Q1 2025
Added 89.38%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
18,991
shares
|
$153,827
0.02% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,824
shares
|
$152,474
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
18,373
shares
|
$148,821
0.01% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
17,841
shares
|
$144,512
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,651
shares
|
$142,973
0.08% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
17,500
shares
|
$141,750
0.01% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,000
shares
|
$137,700
0.0% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,645
shares
|
$134,824
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
16,606
shares
|
$134,508
0.0% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
16,546
shares
|
$134,022
0.01% of portfolio
|
Q4 2023
New holding
|