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 |
|---|---|---|---|---|---|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
100,317
shares
|
$810,561
0.33% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
97,230
shares
|
$785,618
0.47% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
89,763
shares
|
$725,285
0.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
89,054
shares
|
$719,556
0.17% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
87,033
shares
|
$703,226
0.22% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
86,571
shares
|
$699,493
0.13% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
85,144
shares
|
$687,963
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
82,830
shares
|
$669,266
0.03% of portfolio
|
Q3 2025
Added 55.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,511
shares
|
$666,688
0.0% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
80,866
shares
|
$653,397
0.02% of portfolio
|
Q3 2025
Added 58.32%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
80,239
shares
|
$648,331
0.56% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
79,061
shares
|
$638,812
0.14% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
75,613
shares
|
$610,953
0.01% of portfolio
|
Q3 2025
Added 105.38%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
75,286
shares
|
$608,310
0.05% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
73,990
shares
|
$597,839
0.02% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
73,305
shares
|
$592,304
0.32% of portfolio
|
Q2 2025
Added 389.19%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
72,492
shares
|
$585,735
0.01% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
71,890
shares
|
$580,871
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
70,922
shares
|
$573,049
0.05% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
70,665
shares
|
$570,973
0.18% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
70,000
shares
|
$565,600
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
70,000
shares
|
$565,600
0.23% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
69,074
shares
|
$558,117
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
69,069
shares
|
$558,077
0.01% of portfolio
|
Q3 2025
Added 34.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
68,510
shares
|
$553,560
0.03% of portfolio
|
Q3 2025
Reduced 1.28%
|
|