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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,147
shares
|
$116,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
13,992
shares
|
$115,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,843
shares
|
$113,789
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
13,695
shares
|
$112,572
0.01% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
13,658
shares
|
$112,268
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
13,489
shares
|
$110,879
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,369
shares
|
$109,893
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,312
shares
|
$109,424
0.0% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
13,284
shares
|
$109,194
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
13,208
shares
|
$108,569
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
13,159
shares
|
$108,166
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
13,127
shares
|
$107,903
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
13,069
shares
|
$107,427
0.02% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
13,000
shares
|
$106,860
0.04% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,910
shares
|
$106,120
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
12,855
shares
|
$105,668
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
12,816
shares
|
$105,347
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,542
shares
|
$103,095
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
12,500
shares
|
$102,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,482
shares
|
$102,602
0.0% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
12,458
shares
|
$102,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
12,143
shares
|
$99,815
0.01% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,000
shares
|
$98,640
0.04% of portfolio
|
Q3 2023
Reduced 41.46%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
11,964
shares
|
$98,344
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
11,872
shares
|
$97,587
0.08% of portfolio
|
Q2 2025
Added 0.84%
|