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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
17,547
shares
|
$138,972
0.01% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,471
shares
|
$138,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
17,377
shares
|
$137,625
0.01% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
16,888
shares
|
$133,752
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,645
shares
|
$131,828
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
16,546
shares
|
$131,044
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
16,125
shares
|
$127,710
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
16,061
shares
|
$127,203
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15,988
shares
|
$126,624
0.0% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
15,899
shares
|
$125,920
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
15,726
shares
|
$124,549
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,683
shares
|
$124,209
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
15,593
shares
|
$123,496
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
15,297
shares
|
$121,152
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
15,297
shares
|
$121,152
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
15,185
shares
|
$120,265
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
15,157
shares
|
$120,043
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
15,115
shares
|
$119,710
0.0% of portfolio
|
Q4 2024
Reduced 39.55%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
15,000
shares
|
$118,800
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
14,985
shares
|
$118,681
0.09% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
14,955
shares
|
$118,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,834
shares
|
$117,485
0.0% of portfolio
|
Q4 2024
Added 33.44%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
14,766
shares
|
$116,946
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
14,747
shares
|
$116,796
0.04% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,739
shares
|
$116,732
0.0% of portfolio
|
Q4 2024
Added 35.84%
|