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 295 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $523 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
15,988
shares
|
$127,424
0.0% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
15,973
shares
|
$127,304
0.01% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
15,899
shares
|
$126,715
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
15,809
shares
|
$125,997
0.01% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
15,726
shares
|
$125,336
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
15,704
shares
|
$125,160
0.0% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
15,696
shares
|
$125,097
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
15,683
shares
|
$124,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
15,593
shares
|
$124,276
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
15,490
shares
|
$123,455
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,433
shares
|
$123,001
0.02% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
15,151
shares
|
$120,753
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
15,000
shares
|
$119,550
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
14,747
shares
|
$117,533
0.05% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
14,525
shares
|
$115,764
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
14,485
shares
|
$115,445
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
14,456
shares
|
$115,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,389
shares
|
$114,680
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
14,345
shares
|
$114,329
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14,206
shares
|
$113,221
0.02% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,200
shares
|
$113,174
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,129
shares
|
$112,608
0.0% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
13,850
shares
|
$110,384
0.03% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
13,658
shares
|
$108,854
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
13,489
shares
|
$107,507
0.08% of portfolio
|
Q4 2023
New holding
|