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 |
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
51,460
shares
|
$400,873
0.07% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
51,225
shares
|
$399,042
0.04% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
51,096
shares
|
$398,037
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
51,076
shares
|
$397,882
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
50,176
shares
|
$390,871
0.02% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
50,000
shares
|
$389,500
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
49,861
shares
|
$388,417
0.29% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
47,965
shares
|
$373,647
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
46,250
shares
|
$360,287
0.19% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
46,063
shares
|
$358,830
0.1% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
45,549
shares
|
$354,826
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
44,497
shares
|
$346,631
0.17% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
44,473
shares
|
$346,444
0.0% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
44,465
shares
|
$346,382
0.12% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
42,204
shares
|
$328,769
0.01% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
40,906
shares
|
$318,657
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
40,632
shares
|
$316,523
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
39,538
shares
|
$308,001
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
38,073
shares
|
$296,588
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
36,500
shares
|
$284,335
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
35,787
shares
|
$278,780
0.31% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
34,999
shares
|
$272,642
0.02% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
34,854
shares
|
$271,512
0.01% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
34,354
shares
|
$267,617
0.0% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,028
shares
|
$265,078
0.0% of portfolio
|
Q4 2024
Reduced 46.76%
|