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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,920
shares
|
$15,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$13,313
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,459
shares
|
$11,555
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,435
shares
|
$11,365
0.0% of portfolio
|
Q1 2024
Reduced 58.43%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,406
shares
|
$11,135
0.01% of portfolio
|
Q4 2024
Reduced 70.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,400
shares
|
$11,088
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$11,088
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,342
shares
|
$10,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,229
shares
|
$9,733
0.0% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,105
shares
|
$8,751
0.0% of portfolio
|
Q4 2023
Added 37.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,056
shares
|
$8,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,003
shares
|
$7,943
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
995
shares
|
$7,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
929
shares
|
$7,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
880
shares
|
$6,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$5,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
630
shares
|
$4,989
0.0% of portfolio
|
Q1 2023
Reduced 78.41%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
612
shares
|
$4,847
0.0% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
551
shares
|
$4,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
461
shares
|
$3,651
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
427
shares
|
$3,381
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
359
shares
|
$2,843
0.0% of portfolio
|
Q4 2023
Added 2727.58%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
350
shares
|
$2,772
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
314
shares
|
$2,486
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
302
shares
|
$2,391
0.0% of portfolio
|
Q3 2022
New holding
|