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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
13,402
shares
|
$106,813
0.04% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,369
shares
|
$106,550
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
13,362
shares
|
$106,495
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
13,222
shares
|
$105,379
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,071
shares
|
$104,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,996
shares
|
$103,578
0.0% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12,901
shares
|
$102,820
0.01% of portfolio
|
Q3 2024
Added 74.13%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
12,855
shares
|
$102,454
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
12,840
shares
|
$102,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,524
shares
|
$99,816
0.02% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,435
shares
|
$99,106
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,227
shares
|
$97,449
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
12,000
shares
|
$95,640
0.03% of portfolio
|
Q3 2023
Reduced 41.46%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,867
shares
|
$94,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,842
shares
|
$94,380
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,699
shares
|
$93,241
0.0% of portfolio
|
Q3 2024
Added 64.08%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
11,661
shares
|
$92,938
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
11,653
shares
|
$92,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,542
shares
|
$91,989
0.0% of portfolio
|
Q3 2024
Reduced 36.3%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
11,520
shares
|
$91,814
0.07% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,242
shares
|
$89,598
0.0% of portfolio
|
Q2 2024
Reduced 18.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,191
shares
|
$89,192
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,119
shares
|
$88,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,117
shares
|
$88,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,850
shares
|
$86,474
0.0% of portfolio
|
Q3 2024
Added 17.85%
|