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 295 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $523 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
988
shares
|
$7,854
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
929
shares
|
$7,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
630
shares
|
$5,008
0.0% of portfolio
|
Q1 2023
Reduced 78.41%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
612
shares
|
$4,865
0.0% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
551
shares
|
$4,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
500
shares
|
$3,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
461
shares
|
$3,664
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
427
shares
|
$3,394
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
359
shares
|
$2,854
0.0% of portfolio
|
Q1 2024
Reduced 96.46%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$2,782
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
304
shares
|
$2,416
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
302
shares
|
$2,400
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
219
shares
|
$1,741
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
181
shares
|
$1,438
0.0% of portfolio
|
Q3 2024
Added 805.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
87
shares
|
$691
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
66
shares
|
$524
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
26
shares
|
$206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
24
shares
|
$190
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
22
shares
|
$174
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|