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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
16,700
shares
|
$137,274
0.01% of portfolio
|
Q2 2025
Added 60.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
16,645
shares
|
$136,821
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
16,531
shares
|
$135,884
0.0% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,949
shares
|
$131,100
0.01% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
15,926
shares
|
$130,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
15,899
shares
|
$130,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
15,726
shares
|
$129,267
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
15,691
shares
|
$128,980
0.1% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,683
shares
|
$128,914
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
15,593
shares
|
$128,174
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
15,593
shares
|
$128,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
15,560
shares
|
$127,903
0.05% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
15,488
shares
|
$127,311
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
15,322
shares
|
$125,946
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
15,297
shares
|
$125,741
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
15,073
shares
|
$123,900
0.06% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,964
shares
|
$123,004
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,843
shares
|
$122,009
0.01% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,602
shares
|
$120,028
0.0% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,602
shares
|
$120,028
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
14,574
shares
|
$119,798
0.0% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
14,560
shares
|
$119,683
0.11% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
14,525
shares
|
$119,395
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
14,492
shares
|
$119,124
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,258
shares
|
$117,200
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|