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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,395
shares
|
$132,799
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
16,061
shares
|
$130,094
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
15,988
shares
|
$129,502
0.0% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
15,926
shares
|
$129,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
15,899
shares
|
$128,781
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
15,726
shares
|
$127,380
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,683
shares
|
$127,032
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
15,593
shares
|
$126,303
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
15,590
shares
|
$126,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
15,322
shares
|
$124,108
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
15,300
shares
|
$123,930
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
15,297
shares
|
$123,905
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
15,157
shares
|
$122,771
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
14,985
shares
|
$121,378
0.08% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,921
shares
|
$120,860
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,831
shares
|
$120,131
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
14,747
shares
|
$119,450
0.04% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
14,602
shares
|
$118,276
0.0% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
14,560
shares
|
$117,936
0.11% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
14,525
shares
|
$117,652
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,258
shares
|
$115,489
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
14,147
shares
|
$114,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
14,000
shares
|
$113,400
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
13,840
shares
|
$112,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
13,695
shares
|
$110,929
0.01% of portfolio
|
Q1 2025
Reduced 21.19%
|