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 |
|---|---|---|---|---|---|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
13,658
shares
|
$110,629
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
13,489
shares
|
$109,260
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,427
shares
|
$108,758
0.0% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
13,407
shares
|
$108,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,369
shares
|
$108,288
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,264
shares
|
$107,438
0.01% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
13,232
shares
|
$107,179
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
13,208
shares
|
$106,984
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,175
shares
|
$106,717
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
13,069
shares
|
$105,858
0.02% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
13,049
shares
|
$105,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,919
shares
|
$104,643
0.01% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
12,855
shares
|
$104,125
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
12,816
shares
|
$103,809
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,709
shares
|
$102,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
12,595
shares
|
$102,019
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,542
shares
|
$101,590
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,541
shares
|
$101,582
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,529
shares
|
$101,484
0.0% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
12,490
shares
|
$101,169
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
12,458
shares
|
$100,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,302
shares
|
$99,646
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
12,143
shares
|
$98,358
0.01% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
12,011
shares
|
$97,289
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$97,200
0.04% of portfolio
|
Q3 2023
Reduced 41.46%
|