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 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $562 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
577,429
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Added 87.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
537,988
shares
|
$4.35 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
532,503
shares
|
$4.3 Million
0.12% of portfolio
|
Q3 2025
Added 53.15%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
529,686
shares
|
$4.28 Million
0.09% of portfolio
|
Q3 2025
Reduced 55.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
511,302
shares
|
$4.13 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
509,852
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
473,561
shares
|
$3.83 Million
1.13% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
467,628
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
456,630
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
454,537
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Protective Life Corp
Birmingham, AL |
Nov 12, 2025 Q3 2025 |
440,000
shares
|
$3.56 Million
100.0% of portfolio
|
Q3 2018
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
419,141
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2025
Added 163.38%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
357,226
shares
|
$2.89 Million
1.31% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
353,598
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2025
Added 15.55%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
352,416
shares
|
$2.85 Million
1.15% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
336,171
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
329,703
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
316,087
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
300,000
shares
|
$2.42 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
276,567
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
274,382
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
258,868
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Added 49.72%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
253,766
shares
|
$2.05 Million
0.56% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
250,423
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
236,904
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.96%
|
|