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 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,674
shares
|
$116,218
0.04% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
14,525
shares
|
$115,038
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,476
shares
|
$114,649
0.02% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,147
shares
|
$112,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
14,007
shares
|
$110,935
0.0% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
14,000
shares
|
$110,880
0.0% of portfolio
|
Q4 2024
Reduced 74.77%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
13,965
shares
|
$110,602
0.04% of portfolio
|
Q4 2024
Reduced 75.5%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
13,658
shares
|
$108,171
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
13,489
shares
|
$106,832
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
13,433
shares
|
$106,389
0.02% of portfolio
|
Q4 2024
Reduced 22.05%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,369
shares
|
$105,882
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
13,362
shares
|
$105,827
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
13,330
shares
|
$105,573
0.0% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
13,198
shares
|
$104,528
0.04% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,072
shares
|
$103,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,069
shares
|
$103,506
0.02% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
12,855
shares
|
$101,811
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
12,841
shares
|
$101,700
0.01% of portfolio
|
Q4 2024
Reduced 61.52%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
12,816
shares
|
$101,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,537
shares
|
$99,293
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
12,494
shares
|
$98,952
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
12,490
shares
|
$98,920
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,469
shares
|
$98,754
0.0% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
12,458
shares
|
$98,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
12,302
shares
|
$97,431
0.0% of portfolio
|
Q4 2024
Added 3.88%
|