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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,326
shares
|
$148,074
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
18,032
shares
|
$145,698
0.06% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
17,338
shares
|
$140,091
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
16,776
shares
|
$135,550
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
16,720
shares
|
$135,097
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,673
shares
|
$134,717
0.01% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,645
shares
|
$134,491
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
16,558
shares
|
$133,788
0.05% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
16,531
shares
|
$133,570
0.0% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,485
shares
|
$133,198
0.0% of portfolio
|
Q3 2025
Reduced 28.97%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
16,426
shares
|
$132,722
0.0% of portfolio
|
Q3 2025
Reduced 41.85%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
15,988
shares
|
$129,183
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
15,926
shares
|
$128,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,683
shares
|
$126,718
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
15,661
shares
|
$126,540
0.01% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
15,593
shares
|
$125,991
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
15,488
shares
|
$125,143
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
15,297
shares
|
$123,599
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
15,073
shares
|
$121,789
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,722
shares
|
$118,953
0.0% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
14,688
shares
|
$118,679
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
14,560
shares
|
$117,644
0.11% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
14,550
shares
|
$117,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
14,525
shares
|
$117,362
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
14,198
shares
|
$114,719
0.0% of portfolio
|
Q3 2025
Added 13.97%
|
|