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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$7.79 +0.01 (+0.13%)
Closing price 05/2/2025 03:59 PM Eastern
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$7.78 0.00 (-0.06%)
As of 05/2/2025 04:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Nuveen Preferred & Income Opportunities Fund (NYSE:JPC)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$124.34M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$46.31M
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JPC Institutional Buying and Selling by Quarter

Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Carson Advisory Inc.49,861$397K0.3%+5.1%0.000%
5/2/2025Whittier Trust Co.28,204$224K0.0%-4.9%0.000%
5/2/2025Accredited Investor Services LLC12,011$96K0.1%N/A0.000%
5/1/2025 CWM LLC8,479$67K0.0%-42.5%0.000%
5/1/2025 Greatmark Investment Partners Inc.998,565$7.95M1.1%+0.5%0.000%
4/30/2025 Cerity Partners LLC782,487$6.23M0.0%+36.9%0.000%
4/30/2025 Allworth Financial LP8,565$66K0.0%+81.7%0.000%
4/30/2025 Wealth Advisory Solutions LLC244,083$1.94M0.5%+21.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.503,478$4.01M0.1%-3.5%0.000%
4/30/2025 Planning Directions Inc.45,549$363K0.2%N/A0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC14,602$116K0.0%-18.0%0.000%
4/29/2025 Envestnet Asset Management Inc.287,384$2.29M0.0%-13.9%0.000%
4/29/2025 Penserra Capital Management LLC673,102$5.36M0.1%+1.1%0.000%
4/29/2025 Concurrent Investment Advisors LLC32,590$259K0.0%+18.5%0.000%
4/29/2025 Bank of New York Mellon Corp29,660$236K0.0%+56.1%0.000%
4/28/2025 Private Trust Co. NA29,287$233K0.0%-6.0%0.000%
4/28/2025 DAVENPORT & Co LLC252,285$2.01M0.0%-3.7%0.000%
4/28/2025 Elevate Capital Advisors LLC15,300$122K0.1%N/A0.000%
4/24/2025 J. L. Bainbridge & Co. Inc.18,991$151K0.0%-29.3%0.000%
4/24/2025 Etesian Wealth Advisors Inc.14,000$111K0.0%N/A0.000%
4/23/2025 Onyx Financial Advisors LLC12,595$100K0.1%N/A0.000%
4/23/2025 Spire Wealth Management68,396$544K0.0%+2.2%0.000%
4/23/2025 E&G Advisors LP91,850$730K0.2%-1.9%0.000%
4/23/2025 International Assets Investment Management LLC51,225$408K0.0%-5.2%0.000%
4/22/2025 Prairie Wealth Advisors Inc.30,201$242K0.1%-10.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.481,711$3.83M0.0%+7.9%0.000%
4/22/2025 Ellis Investment Partners LLC13,175$105K0.0%N/A0.000%
4/21/2025 PSI Advisors LLC19,427$155K0.1%+89.4%0.000%
4/21/2025 Marino Stram & Associates LLC86,571$689K0.2%+9.4%0.000%
4/17/2025 Sowell Financial Services LLC252,300$2.01M0.1%-19.6%0.000%
4/17/2025 Janney Montgomery Scott LLC541,845$4.31M0.0%-16.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC147,817$1.18M0.0%+153.6%0.000%
4/15/2025 Fifth Third Bancorp31,252$249K0.0%+27.2%0.000%
4/15/2025 Parsons Capital Management Inc. RI13,695$109K0.0%-21.2%0.000%
4/15/2025 Kingstone Capital Partners Texas LLC18,598$148K0.1%+10.1%0.000%
4/15/2025 Wealthcare Advisory Partners LLC84,322$671K0.0%+2.1%0.000%
4/14/2025 Farther Finance Advisors LLC12,397$98K0.0%+367.8%0.000%
4/14/2025 Capital Investment Advisors LLC351,818$2.80M0.1%-4.0%0.000%
4/14/2025 Park Avenue Securities LLC26,220$209K0.0%-20.8%0.000%
4/14/2025 UMB Bank n.a.55,993$446K0.0%N/A0.000%
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4/10/2025 Accel Wealth Management73,070$582K0.2%-5.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.737,390$5.87M0.3%-6.6%0.000%
4/9/2025 Merit Financial Group LLC15,590$124K0.0%N/A0.000%
4/9/2025 NBC Securities Inc.8,240$65K0.0%+102,900.0%0.000%
4/8/2025 Rothschild Investment LLC427,519$3.40M0.2%-15.0%0.000%
4/4/2025 Sage Capital Advisors llc46,063$367K0.1%-9.0%0.000%
3/18/2025Thoma Capital Management LLC467,245$3.67M2.5%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC58,285$458K0.0%+143.9%0.000%
3/12/2025Northstar Financial Companies Inc.44,483$350K0.3%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.67,050$527K0.0%-21.2%0.000%
2/25/2025Shufro Rose & Co. LLC12,841$101K0.0%-61.5%0.000%
2/24/2025Ameriflex Group Inc.11,459$91K0.0%N/A0.000%
2/20/2025 Kingstone Capital Partners Texas LLC16,888$133K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC37,846$297K0.0%N/A0.000%
2/18/2025 Western Wealth Management LLC23,434$184K0.1%-8.5%0.000%
2/18/2025Elequin Capital LP9,238$73K0.0%N/A0.000%
2/17/2025Vivaldi Capital Management LP28,477$227K0.0%N/A0.000%
2/17/2025Second Line Capital LLC11,948$94K0.0%-29.3%0.000%
2/17/2025Millennium Management LLC14,007$110K0.0%-88.6%0.000%
2/17/2025Logan Stone Capital LLC17,471$137K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC239,134$1.88M0.1%+2.2%0.000%
2/17/2025Cetera Investment Advisers452,375$3.56M0.0%+7.1%0.000%
2/17/2025Bramshill Investments LLC82,441$648K0.1%+1.7%0.000%
2/17/2025Citadel Advisors LLC27,180$214K0.0%+144.4%0.000%
2/17/2025Captrust Financial Advisors903,982$7.11M0.0%+7.0%0.000%
2/17/2025Cary Street Partners Financial LLC103,559$814K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.351,192$2.76M0.0%-27.5%0.000%
2/17/2025Bank of America Corp DE3,796,422$29.84M0.0%+18.7%0.000%
2/17/2025Ameriprise Financial Inc.523,923$4.12M0.0%-3.8%0.000%
2/17/2025Aptus Capital Advisors LLC11,948$94K0.0%-29.3%0.000%
2/14/2025Mercer Global Advisors Inc. ADV34,028$267K0.0%-46.8%0.000%
2/14/2025Triumph Capital Management81,578$641K0.2%+1.7%0.000%
2/14/2025Comerica Bank61,343$482K0.0%-27.1%0.000%
2/14/2025Lido Advisors LLC401,233$3.15M0.0%+1.1%0.000%
2/14/2025Beacon Pointe Advisors LLC11,859$93K0.0%N/A0.000%
2/14/2025MGO One Seven LLC12,469$98K0.0%-21.9%0.000%
2/14/2025Stifel Financial Corp588,217$4.62M0.0%+6.0%0.000%
2/14/2025Shaker Financial Services LLC13,965$110K0.0%-75.5%0.000%
2/14/2025 Coastline Trust Co12,143$95K0.0%+19.7%0.000%
2/14/2025First Trust Advisors LP280,632$2.21M0.0%+1.8%0.000%
2/14/2025Concourse Financial Group Securities Inc.8,901$71K0.0%-31.0%0.000%
2/13/2025MSH Capital Advisors LLC200,704$1.58M0.5%N/A0.000%
2/13/2025NewEdge Advisors LLC256,971$2.02M0.0%-1.9%0.000%
2/13/2025Guggenheim Capital LLC1,286,715$10.11M0.1%+26.7%0.000%
2/13/2025CreativeOne Wealth LLC14,834$117K0.0%+33.4%0.000%
2/13/2025Mariner LLC87,577$688K0.0%-15.3%0.000%
2/13/2025Cohen & Steers Inc.995,741$7.83M0.0%-27.1%0.000%
2/13/2025SageView Advisory Group LLC14,147$111K0.0%N/A0.000%
2/13/2025Carson Advisory Inc.47,433$373K0.3%-14.7%0.000%
2/13/2025Bragg Financial Advisors Inc14,955$118K0.0%N/A0.000%
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2/13/2025Rockefeller Capital Management L.P.40,218$316K0.0%+44.4%0.000%
2/13/2025Concorde Asset Management LLC18,351$144K0.1%-7.1%0.000%
2/13/2025 Glass Jacobson Investment Advisors llc23,922$188K0.1%+78.5%0.000%
2/13/2025Raymond James Financial Inc.3,292,438$25.88M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC125,336$985K0.0%+148.2%0.000%
2/13/2025Invesco Ltd.2,914,139$22.91M0.0%-9.3%0.000%
2/13/2025 Cerity Partners LLC571,685$4.49M0.0%+10.9%0.000%
2/13/2025Aristides Capital LLC53,250$419K0.1%N/A0.000%
2/13/2025Titleist Asset Management LLC12,490$98K0.0%-19.4%0.000%
2/13/2025 Envestnet Asset Management Inc.333,734$2.62M0.0%-46.4%0.000%
(Data available from 1/1/2016 forward)

JPC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPC shares?

During the previous two years, 288 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($37.32M), Bank of America Corp DE ($29.84M), LPL Financial LLC ($26.89M), Wells Fargo & Company MN ($26.30M), Raymond James Financial Inc. ($25.88M), Invesco Ltd. ($22.91M), and UBS Group AG ($22.89M).Learn more on JPC's institutional investors.

Which institutional investors have been buying Nuveen Preferred & Income Opportunities Fund stock?

Of the 251 institutional investors that purchased Nuveen Preferred & Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($6.58M), UBS Group AG ($3.12M), Raymond James & Associates ($1.79M), Wells Fargo & Company MN ($1.65M), Capital Investment Advisors LLC ($982.08K), Greatmark Investment Partners Inc. ($867.27K), and International Assets Investment Management LLC ($720.71K).

How much institutional buying is happening at Nuveen Preferred & Income Opportunities Fund?

Institutional investors have bought a total of 35,421,025 shares in the last 24 months. This purchase volume represents approximately $255.23M in transactions.

Which Nuveen Preferred & Income Opportunities Fund major shareholders have been selling company stock?

Of the 118 institutional investors that sold Nuveen Preferred & Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($3.32M), Sit Investment Associates Inc. ($1.44M), Penserra Capital Management LLC ($1.28M), Capital Investment Advisors LLC ($717.48K), Envestnet Asset Management Inc. ($596.94K), Cohen & Steers Inc. ($391.56K), and Invesco Ltd. ($388.34K).

How much institutional selling is happening at Nuveen Preferred & Income Opportunities Fund?

Institutional investors have sold a total of 11,185,941 shares in the last 24 months. This volume of shares sold represents approximately $80.54M in transactions.



This page (NYSE:JPC) was last updated on 5/3/2025 by MarketBeat.com Staff
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