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 295 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $523 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
31,169
shares
|
$247,793
0.03% of portfolio
|
Q4 2023
Added 636.33%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
30,773
shares
|
$244,645
0.07% of portfolio
|
Q3 2024
Added 70.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
29,392
shares
|
$233,666
0.0% of portfolio
|
Q3 2024
Added 52.46%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
29,153
shares
|
$231,766
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
29,139
shares
|
$231,655
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
29,024
shares
|
$230,740
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
28,538
shares
|
$226,877
0.0% of portfolio
|
Q3 2024
Added 70.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,859
shares
|
$221,479
0.0% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
27,646
shares
|
$219,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
27,439
shares
|
$218,140
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
27,144
shares
|
$215,794
0.1% of portfolio
|
Q1 2024
Reduced 19.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,253
shares
|
$208,711
0.01% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,608
shares
|
$203,583
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
25,260
shares
|
$200,817
0.0% of portfolio
|
Q3 2024
Reduced 76.62%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
25,220
shares
|
$200,499
0.13% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
25,003
shares
|
$198,773
0.0% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,000
shares
|
$198,750
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
24,921
shares
|
$198,121
0.0% of portfolio
|
Q4 2023
Reduced 22.12%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
24,437
shares
|
$194,274
0.07% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
24,075
shares
|
$191,396
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
23,901
shares
|
$190,012
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
23,796
shares
|
$189,178
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,732
shares
|
$188,669
0.01% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$186,960
0.02% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,800
shares
|
$173,310
0.0% of portfolio
|
Q3 2024
New holding
|