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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
48,226
shares
|
$383,878
0.03% of portfolio
|
Q3 2024
Added 310.96%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
47,965
shares
|
$381,801
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
47,358
shares
|
$376,969
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
47,052
shares
|
$374,533
0.02% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
46,409
shares
|
$369,415
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
45,510
shares
|
$362,259
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
45,250
shares
|
$360,190
0.17% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
44,917
shares
|
$357,539
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
44,555
shares
|
$354,657
0.18% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
44,465
shares
|
$353,941
0.12% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
43,204
shares
|
$343,903
0.01% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
42,188
shares
|
$335,816
0.02% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
41,637
shares
|
$331,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
41,275
shares
|
$328,549
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
40,989
shares
|
$326,272
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
40,924
shares
|
$325,755
0.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
38,073
shares
|
$303,061
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
36,500
shares
|
$290,540
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
35,519
shares
|
$282,731
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
34,787
shares
|
$276,904
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
33,621
shares
|
$267,623
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
33,373
shares
|
$265,649
0.02% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
33,274
shares
|
$264,861
0.04% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
33,268
shares
|
$264,813
0.13% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
32,124
shares
|
$255,707
0.02% of portfolio
|
Q3 2024
Reduced 1.74%
|