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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
11,653
shares
|
$94,156
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,627
shares
|
$93,946
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
11,520
shares
|
$93,081
0.06% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
11,507
shares
|
$92,976
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
11,460
shares
|
$92,596
0.01% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
11,428
shares
|
$92,338
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,242
shares
|
$90,835
0.0% of portfolio
|
Q2 2024
Reduced 18.14%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$90,496
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
11,187
shares
|
$90,390
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
11,051
shares
|
$89,292
0.01% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
10,904
shares
|
$88,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
10,779
shares
|
$87,094
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,687
shares
|
$86,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
10,565
shares
|
$85,365
0.06% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,244
shares
|
$82,771
0.02% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,162
shares
|
$82,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
10,162
shares
|
$82,108
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,052
shares
|
$81,220
0.0% of portfolio
|
Q3 2018
Added 25.65%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
10,009
shares
|
$80,872
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
10,000
shares
|
$80,800
0.05% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
9,862
shares
|
$79,684
0.0% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,328
shares
|
$75,370
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
8,771
shares
|
$70,869
0.02% of portfolio
|
Q3 2025
Reduced 26.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,173
shares
|
$66,037
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,135
shares
|
$65,730
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|