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 296 institutions that hold shares in the stock, with a total of 65.5 Million shares, which have been reported (via 13F filing form) to have a value of $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
183,412
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
167,238
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
156,035
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
124,850
shares
|
$993,806
0.11% of portfolio
|
Q2 2022
Reduced 2.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
122,436
shares
|
$974,590
0.0% of portfolio
|
Q3 2024
Added 224.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
120,390
shares
|
$958,304
0.0% of portfolio
|
Q3 2024
Added 67.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
119,868
shares
|
$954,149
0.01% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
116,935
shares
|
$930,802
0.01% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
107,850
shares
|
$858,486
0.24% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
103,913
shares
|
$827,147
0.04% of portfolio
|
Q3 2024
Reduced 91.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
103,417
shares
|
$823,199
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
101,361
shares
|
$806,833
0.37% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
101,305
shares
|
$806,387
0.33% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
101,117
shares
|
$804,891
0.54% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
92,904
shares
|
$739,515
0.03% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
90,566
shares
|
$720,905
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
88,699
shares
|
$706,044
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
88,000
shares
|
$700,480
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
85,114
shares
|
$677,507
0.02% of portfolio
|
Q3 2024
Added 65.78%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
84,190
shares
|
$670,152
0.0% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
84,143
shares
|
$669,778
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
81,091
shares
|
$645,484
0.07% of portfolio
|
Q3 2024
Added 1368.51%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
80,646
shares
|
$641,942
0.25% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
80,239
shares
|
$638,702
0.56% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
79,161
shares
|
$630,121
0.14% of portfolio
|
Q4 2023
New holding
|