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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
27,730
shares
|
$224,058
0.01% of portfolio
|
Q3 2025
Added 96.01%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
27,561
shares
|
$222,692
0.03% of portfolio
|
Q3 2025
Added 1090.03%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
27,144
shares
|
$219,323
0.1% of portfolio
|
Q1 2024
Reduced 19.84%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
27,043
shares
|
$218,507
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
26,563
shares
|
$214,629
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
26,451
shares
|
$213,724
0.04% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,285
shares
|
$212,382
0.0% of portfolio
|
Q3 2025
Added 110.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,746
shares
|
$208,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
25,710
shares
|
$207,736
0.16% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
25,622
shares
|
$207,025
0.07% of portfolio
|
Q3 2025
Added 76.8%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
25,561
shares
|
$206,532
0.12% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
25,413
shares
|
$205,337
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
25,000
shares
|
$202,000
0.0% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,000
shares
|
$202,000
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
24,921
shares
|
$201,361
0.0% of portfolio
|
Q4 2023
Reduced 22.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
24,568
shares
|
$198,509
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
24,437
shares
|
$197,450
0.12% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
23,945
shares
|
$193,475
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
23,670
shares
|
$191,253
0.12% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
23,635
shares
|
$190,970
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
22,996
shares
|
$185,807
0.13% of portfolio
|
Q3 2025
Added 70.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
22,504
shares
|
$181,832
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
22,500
shares
|
$181,800
0.08% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
22,462
shares
|
$181,492
0.07% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
22,193
shares
|
$179,319
0.01% of portfolio
|
Q3 2025
Added 39.15%
|
|