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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
68,050
shares
|
$549,844
0.13% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
65,572
shares
|
$529,821
0.08% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
64,649
shares
|
$522,363
0.0% of portfolio
|
Q3 2025
Added 28.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
62,439
shares
|
$504,507
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
61,919
shares
|
$500,305
0.04% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
61,250
shares
|
$494,900
0.22% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
58,714
shares
|
$474,409
0.01% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
58,444
shares
|
$472,227
0.06% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
57,800
shares
|
$467,024
0.03% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
56,993
shares
|
$460,503
0.0% of portfolio
|
Q3 2025
Added 95.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
56,248
shares
|
$454,483
0.01% of portfolio
|
Q3 2025
Added 48.51%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
55,269
shares
|
$446,573
0.18% of portfolio
|
Q1 2024
Added 13.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
52,930
shares
|
$427,674
0.0% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
50,000
shares
|
$404,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
49,216
shares
|
$397,665
0.01% of portfolio
|
Q3 2025
Added 42.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
49,025
shares
|
$396,122
0.18% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
48,995
shares
|
$395,879
0.02% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
46,757
shares
|
$377,796
0.0% of portfolio
|
Q3 2025
Added 128.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
46,618
shares
|
$376,673
0.04% of portfolio
|
Q4 2023
Added 35.08%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
45,861
shares
|
$370,556
0.23% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
45,253
shares
|
$365,644
0.17% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
44,465
shares
|
$359,277
0.09% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,649
shares
|
$352,683
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
43,107
shares
|
$348,304
0.0% of portfolio
|
Q3 2025
Added 286.71%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
42,500
shares
|
$343,400
0.03% of portfolio
|
Q2 2025
Added 142.86%
|
|