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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,400
shares
|
$11,312
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,400
shares
|
$11,312
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,342
shares
|
$10,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,229
shares
|
$9,930
0.0% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,154
shares
|
$9,324
0.0% of portfolio
|
Q3 2025
Added 88.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,154
shares
|
$9,324
0.0% of portfolio
|
Q2 2025
Reduced 91.41%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,092
shares
|
$8,823
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1,043
shares
|
$8,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,028
shares
|
$8,306
0.0% of portfolio
|
Q3 2025
Added 435.42%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
995
shares
|
$8,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
961
shares
|
$7,764
0.0% of portfolio
|
Q3 2025
Added 108.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
941
shares
|
$7,603
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
869
shares
|
$7,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
805
shares
|
$6,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
750
shares
|
$6,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
676
shares
|
$5,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
669
shares
|
$5,405
0.0% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
551
shares
|
$4,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
429
shares
|
$3,466
0.0% of portfolio
|
Q3 2025
Reduced 53.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
427
shares
|
$3,450
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
388
shares
|
$3,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
374
shares
|
$3,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
359
shares
|
$2,900
0.0% of portfolio
|
Q4 2023
Added 2727.58%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
350
shares
|
$2,828
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
314
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|