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 303 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $516 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
225,212
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
222,582
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
201,095
shares
|
$1.57 Million
0.5% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
197,854
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
194,928
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
171,712
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
157,751
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
147,817
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 153.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
132,588
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
130,838
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 78.46%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
125,336
shares
|
$976,367
0.02% of portfolio
|
Q4 2024
Added 148.17%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
124,850
shares
|
$972,581
0.11% of portfolio
|
Q2 2022
Reduced 2.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
107,153
shares
|
$834,721
0.01% of portfolio
|
Q1 2025
Added 126.84%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
106,191
shares
|
$827,227
0.37% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
102,912
shares
|
$801,684
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
101,305
shares
|
$789,165
0.31% of portfolio
|
Q3 2024
Added 309.53%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
100,914
shares
|
$786,120
0.3% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
99,767
shares
|
$777,184
0.54% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
93,553
shares
|
$728,777
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
91,850
shares
|
$715,511
0.21% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
89,654
shares
|
$698,404
0.2% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
88,000
shares
|
$685,520
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
87,577
shares
|
$682,224
0.0% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
86,571
shares
|
$674,388
0.15% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
84,322
shares
|
$656,868
0.02% of portfolio
|
Q1 2025
Added 2.12%
|