Free Trial
→ OpenAI’s new $300 billion deal (From Porter & Company) (Ad)tc pixel Free JPC Stock Alerts

Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$8.26 +0.01 (+0.06%)
As of 12:48 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$362.66M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$63.22M
Get JPC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen Preferred & Income Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPC Institutional Buying and Selling by Quarter

Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.1,137,158$9.12M0.0%+17.8%0.000%
8/26/2025 Thrivent Financial for Lutherans161,712$1.30M0.0%-5.8%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.49,977$401K0.0%N/A0.000%
8/19/2025 Advisory Services Network LLC108,730$877K0.0%-11.8%0.000%
8/19/2025 Campbell Capital Management Inc.381,038$3.06M1.2%-1.0%0.000%
8/18/2025 Geneos Wealth Management Inc.208,255$1.67M0.0%+10.3%0.000%
8/15/2025 Corient Private Wealth LLC16,531$133K0.0%-20.3%0.000%
8/15/2025 Captrust Financial Advisors1,092,658$8.76M0.0%+8.9%0.000%
8/15/2025 Snowden Capital Advisors LLC23,207$188K0.0%-11.4%0.000%
8/15/2025 Bank of America Corp DE4,201,219$33.69M0.0%+2.5%0.000%
8/15/2025 Ameriprise Financial Inc.611,388$4.90M0.0%+20.4%0.000%
8/14/2025 Jane Street Group LLC47,315$379K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.3,456,317$27.72M0.0%+3.5%0.000%
8/14/2025 HUB Investment Partners LLC36,774$295K0.0%-10.1%0.000%
8/14/2025 CoreFirst Bank & Trust4,197$34K0.0%N/A0.000%
8/14/2025 Baker Avenue Asset Management LP12,500$100K0.0%N/A0.000%
8/14/2025 Cerity Partners LLC968,109$7.76M0.0%+23.7%0.000%
8/13/2025 StoneX Group Inc.53,114$429K0.0%+4.6%0.000%
8/13/2025 First Trust Advisors LP281,887$2.26M0.0%+2.7%0.000%
8/13/2025 Guggenheim Capital LLC1,655,758$13.28M0.1%+14.1%0.000%
8/13/2025 Invesco Ltd.2,951,656$23.67M0.0%+0.7%0.000%
8/13/2025 Lido Advisors LLC398,064$3.22M0.0%-0.8%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.49,682$398K0.0%-2.8%0.000%
8/12/2025 J.W. Cole Advisors Inc.27,106$217K0.0%+27.1%0.000%
8/12/2025 Advisors Asset Management Inc.1,036,282$8.31M0.1%-2.0%0.000%
8/12/2025 XTX Topco Ltd42,539$341K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC172,897$1.39M0.0%+61.4%0.000%
8/12/2025 AlphaCore Capital LLC102,959$833K0.0%+10.1%0.000%
8/12/2025 Northstar Financial Companies Inc.12,475$100K0.1%-65.1%0.000%
8/11/2025 Wealthspire Advisors LLC193,045$1.55M0.0%N/A0.000%
8/11/2025 Rothschild Investment LLC69,400$557K0.0%-83.8%0.000%
8/8/2025 Rockefeller Capital Management L.P.62,643$502K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers470,523$3.77M0.0%+1.7%0.000%
8/8/2025 Creative Planning12,482$100K0.0%+13.7%0.000%
8/8/2025 Evolution Wealth Advisors LLC10,162$81K0.0%N/A0.000%
8/8/2025 Fiera Capital Corp269,309$2.16M0.0%-2.4%0.000%
8/7/2025 Samalin Investment Counsel LLC114,822$921K0.4%+3.8%0.000%
8/7/2025 Allworth Financial LP17,661$142K0.0%+106.2%0.000%
8/6/2025 Prospera Financial Services Inc51,542$413K0.0%+9.7%0.000%
8/6/2025 Penserra Capital Management LLC693,605$5.56M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.73,289$588K0.0%-3.8%0.000%
8/6/2025 Moors & Cabot Inc.565,388$4.53M0.2%+6.4%0.000%
8/5/2025 Burney Co.21,710$174K0.0%-37.7%0.000%
8/5/2025 Shaker Financial Services LLC54,700$442K0.2%+3.2%0.000%
8/5/2025 Carson Advisory Inc.45,861$368K0.2%-8.0%0.000%
8/4/2025 Linscomb Wealth Inc.97,000$778K0.0%N/A0.000%
8/4/2025 Kovack Advisors Inc.14,843$119K0.0%+25.3%0.000%
8/4/2025 IFG Advisory LLC34,989$281K0.0%-13.9%0.000%
8/4/2025 Spire Wealth Management92,669$743K0.0%+35.5%0.000%
8/1/2025 Envestnet Asset Management Inc.308,490$2.47M0.0%+7.3%0.000%
7/31/2025 Glass Jacobson Investment Advisors llc22,462$180K0.1%-6.1%0.000%
7/30/2025 Greatmark Investment Partners Inc.1,011,715$8.11M1.0%+1.3%0.000%
7/30/2025 Brookstone Capital Management13,992$112K0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.20,458$164K0.0%+8.7%0.000%
7/29/2025 Chicago Partners Investment Group LLC347,690$2.79M0.1%+6.5%0.000%
7/29/2025 International Assets Investment Management LLC61,919$497K0.0%+20.9%0.000%
7/29/2025 Stratos Wealth Partners LTD.511,842$4.11M0.1%+1.7%0.000%
7/29/2025 Private Trust Co. NA31,148$250K0.0%+6.4%0.000%
7/28/2025 Mission Hills Financial Advisory LLC73,305$588K0.4%+389.2%0.000%
7/25/2025 Atria Wealth Solutions Inc.20,922$170K0.0%-75.1%0.000%
7/25/2025 Ellis Investment Partners LLC10,060$81K0.0%-23.6%0.000%
7/25/2025 Concurrent Investment Advisors LLC34,531$277K0.0%+6.0%0.000%
7/24/2025 MSH Capital Advisors LLC220,453$1.77M0.5%+9.6%0.000%
7/23/2025 Abel Hall LLC70,000$561K0.3%+600.0%0.000%
7/22/2025 Belpointe Asset Management LLC14,964$120K0.0%-9.6%0.000%
7/22/2025 Investors Asset Management of Georgia Inc. GA ADV47,750$383K0.2%+3.2%0.000%
7/22/2025 DAVENPORT & Co LLC248,714$2.00M0.0%-1.4%0.000%
7/22/2025 Wealthcare Advisory Partners LLC77,543$622K0.0%-8.0%0.000%
7/21/2025 Onyx Financial Advisors LLC37,848$304K0.1%+200.5%0.000%
7/21/2025 Ameritas Advisory Services LLC54,151$434K0.0%+7.9%0.000%
7/18/2025 PFG Investments LLC15,949$128K0.0%+23.5%0.000%
7/18/2025 Truist Financial Corp498,856$4.00M0.0%+53.7%0.000%
7/17/2025 Melfa Wealth Management Inc.97,230$780K0.5%-2.5%0.000%
7/17/2025 Capital Investment Advisors LLC339,215$2.72M0.0%-3.6%0.000%
7/17/2025 Janney Montgomery Scott LLC571,517$4.58M0.0%+5.5%0.000%
7/17/2025 Smith Chas P & Associates PA Cpas42,500$341K0.0%+142.9%0.000%
7/17/2025 Sound Income Strategies LLC6,734$54K0.0%+72.7%0.000%
7/17/2025 Johnson & White Wealth Management LLC13,127$105K0.1%N/A0.000%
7/14/2025 Wealth Advisory Solutions LLC274,632$2.20M0.6%+12.5%0.000%
7/14/2025 E&G Advisors LP90,550$725K0.2%-1.4%0.000%
7/14/2025 Maryland Capital Advisors Inc.10,009$80K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC24,913$200K0.0%-5.0%0.000%
7/11/2025 Pinnacle Bancorp Inc.4,202$34K0.0%N/A0.000%
7/11/2025 Kingstone Capital Partners Texas LLC28,612,672$226.39M0.0%+153,748.1%0.000%
7/10/2025 Stolper Co69,231$555K0.2%+3.9%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC220,727$1.79M0.0%+49.3%0.000%
7/9/2025 Sunpointe LLC11,200$90K0.0%N/A0.000%
7/9/2025 Triumph Capital Management110,974$890K0.3%+10.0%0.000%
7/8/2025 Advance Capital Management Inc.15,926$128K0.0%N/A0.000%
7/3/2025 Sage Capital Advisors llc41,989$337K0.1%-8.8%0.000%
6/2/2025 Modern Wealth Management LLC13,407$107K0.0%N/A0.000%
5/27/2025Jacobi Capital Management LLC10,400$83K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.188,843$1.50M0.1%+10.2%0.000%
5/19/2025Smith Asset Management Co. LLC357,253$2.84M2.7%N/A0.000%
5/16/2025Jones Financial Companies Lllp249,800$2.19M0.0%+11,427.5%0.000%
5/16/2025Curi RMB Capital LLC36,775$295K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.1,057,956$8.42M0.2%-0.4%0.000%
5/15/2025Royal Bank of Canada746,918$5.95M0.0%-3.9%0.000%
5/15/2025Baird Financial Group Inc.16,606$132K0.0%-95.3%0.000%
5/15/2025WPG Advisers LLC4,633$37K0.0%N/A0.000%
(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, 310 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($226.39M), Bank of America Corp DE ($33.69M), Sit Investment Associates Inc. ($32.68M), Raymond James Financial Inc. ($27.72M), Wells Fargo & Company MN ($26.30M), Invesco Ltd. ($23.67M), and UBS Group AG ($22.89M).Learn more on Nuveen Preferred & Income Opportunities Fund's institutional investors.

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

Of the 279 institutional investors that purchased Nuveen Preferred & Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($28.61M), Raymond James Financial Inc. ($6.75M), UBS Group AG ($3.12M), Raymond James & Associates ($1.79M), Wells Fargo & Company MN ($1.65M), Capital Investment Advisors LLC ($982.08K), and Greatmark Investment Partners Inc. ($880.42K).

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

Institutional investors have bought a total of 45,319,687 shares in the last 24 months. This purchase volume represents approximately $362.66M in transactions.

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

Of the 98 institutional investors that sold Nuveen Preferred & Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($1.28M), Sit Investment Associates Inc. ($1.12M), LPL Financial LLC ($1.04M), Capital Investment Advisors LLC ($730.08K), Baird Financial Group Inc. ($467.98K), Rothschild Investment LLC ($444.64K), and Cohen & Steers Inc. ($370K).

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

Institutional investors have sold a total of 7,966,283 shares in the last 24 months. This volume of shares sold represents approximately $63.22M in transactions.


Related Companies

This page (NYSE:JPC) was last updated on 9/16/2025 by MarketBeat.com Staff
From Our Partners
New Biotech Backed by Proven Incubator Now Open to Public
A successful biotech incubator just opened its next chapter - and you're invited to their raise. This deal ...
i2i Marketing Group, LLC | Sponsoredtc pixel
Sean Hannity: Help Protect Your Retirement
This Guide to retirement protection has helped thousands protect over $3 billion dollars in retirement savings...
Goldco Precious Metals | Sponsoredtc pixel
What a Former CIA Agent Knows About the Coming Collapse
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel