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 337 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
14,193
shares
|
$114,679
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
14,164
shares
|
$114,445
0.0% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
14,011
shares
|
$113,208
0.0% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
14,011
shares
|
$113,208
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,843
shares
|
$111,851
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
13,658
shares
|
$110,356
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
13,602
shares
|
$109,904
0.03% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,312
shares
|
$107,560
0.0% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
13,270
shares
|
$107,221
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
13,127
shares
|
$106,066
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
13,000
shares
|
$105,040
0.07% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
13,000
shares
|
$105,040
0.04% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,000
shares
|
$105,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
12,855
shares
|
$103,868
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,819
shares
|
$103,577
0.01% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,816
shares
|
$103,553
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,677
shares
|
$102,430
0.01% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
12,498
shares
|
$100,983
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
12,168
shares
|
$98,317
0.07% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
12,143
shares
|
$98,115
0.01% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
12,108
shares
|
$97,832
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
12,000
shares
|
$96,960
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
12,000
shares
|
$96,960
0.03% of portfolio
|
Q3 2023
Reduced 41.46%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
11,843
shares
|
$95,691
0.01% of portfolio
|
Q3 2025
Reduced 20.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
11,833
shares
|
$95,610
0.01% of portfolio
|
Q2 2025
Reduced 5.26%
|
|