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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
21,782
shares
|
$173,166
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
21,572
shares
|
$171,497
0.26% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
21,511
shares
|
$171,012
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
21,424
shares
|
$170,320
0.01% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,372
shares
|
$169,907
0.04% of portfolio
|
Q2 2024
Reduced 51.71%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
21,000
shares
|
$166,950
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
20,257
shares
|
$161,043
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
20,222
shares
|
$160,764
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
20,080
shares
|
$159,636
0.02% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,000
shares
|
$159,000
0.01% of portfolio
|
Q1 2020
Reduced 61.94%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
19,997
shares
|
$158,976
0.01% of portfolio
|
Q2 2024
Reduced 34.49%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
19,772
shares
|
$157,187
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,751
shares
|
$157,020
0.09% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
17,233
shares
|
$137,002
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
16,892
shares
|
$134,291
0.0% of portfolio
|
Q2 2024
Reduced 15.94%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
16,892
shares
|
$134,291
0.04% of portfolio
|
Q2 2024
Added 34.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,789
shares
|
$133,472
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,678
shares
|
$132,590
0.0% of portfolio
|
Q3 2024
Reduced 57.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,645
shares
|
$132,327
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
16,580
shares
|
$131,811
0.0% of portfolio
|
Q3 2024
Added 33.01%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
16,550
shares
|
$131,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
16,546
shares
|
$131,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
16,258
shares
|
$129,251
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
16,116
shares
|
$128,122
0.04% of portfolio
|
Q3 2024
Added 49.0%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
16,061
shares
|
$127,684
0.06% of portfolio
|
Q4 2023
New holding
|