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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$8.10 -0.03 (-0.31%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$8.12 +0.01 (+0.12%)
As of 10/17/2025 07:25 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.
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Institutional Ownership Changes (13F Filings) for Nuveen Preferred & Income Opportunities Fund (NYSE:JPC)

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$375.74M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$63.25M
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JPC Institutional Buying and Selling by Quarter

Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Live Oak Private Wealth LLC65,572$538K0.1%+27.4%0.000%
10/17/2025Cahaba Wealth Management Inc.12,108$99K0.0%N/A0.000%
10/17/2025Sowell Financial Services LLC155,277$1.27M0.0%N/A0.000%
10/16/2025 Halbert Hargrove Global Advisors LLC13,000$107K0.0%N/A0.000%
10/15/2025 World Investment Advisors18,326$150K0.0%N/A0.000%
10/15/2025 DAVENPORT & Co LLC250,423$2.05M0.0%+0.7%0.000%
10/14/2025 Gridiron Partners LLC1,661,104$13.62M1.0%+3,036.0%0.000%
10/14/2025 Farther Finance Advisors LLC30,371$249K0.0%+142.2%0.000%
10/10/2025 Sound Income Strategies LLC3,901$32K0.0%-42.1%0.000%
10/9/2025 AdvisorNet Financial Inc4,105$34K0.0%+72.3%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC18,352$150K0.0%+25.7%0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC34,608$284K0.0%+6.0%0.000%
10/8/2025 Accel Wealth Management70,665$579K0.2%-3.7%0.000%
9/26/2025Corient Private Wealth LLC16,531$133K0.0%-20.3%0.000%
9/4/2025Osaic Holdings Inc.1,137,158$9.12M0.0%+17.8%0.000%
8/26/2025Thrivent Financial for Lutherans161,712$1.30M0.0%-5.8%0.000%
8/19/2025B. Riley Wealth Advisors Inc.49,977$401K0.0%N/A0.000%
8/19/2025Advisory Services Network LLC108,730$877K0.0%-11.8%0.000%
8/19/2025Campbell Capital Management Inc.381,038$3.06M1.2%-1.0%0.000%
8/18/2025Geneos Wealth Management Inc.208,255$1.67M0.0%+10.3%0.000%
8/15/2025Corient Private Wealth LLC16,531$133K0.0%-20.3%0.000%
8/15/2025Captrust Financial Advisors1,092,658$8.76M0.0%+8.9%0.000%
8/15/2025Snowden Capital Advisors LLC23,207$188K0.0%-11.4%0.000%
8/15/2025Bank of America Corp DE4,201,219$33.69M0.0%+2.5%0.000%
8/15/2025Ameriprise Financial Inc.611,388$4.90M0.0%+20.4%0.000%
8/14/2025Jane Street Group LLC47,315$379K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.3,456,317$27.72M0.0%+3.5%0.000%
8/14/2025HUB Investment Partners LLC36,774$295K0.0%-10.1%0.000%
8/14/2025CoreFirst Bank & Trust4,197$34K0.0%N/A0.000%
8/14/2025Baker Avenue Asset Management LP12,500$100K0.0%N/A0.000%
8/14/2025Cerity Partners LLC968,109$7.76M0.0%+23.7%0.000%
8/13/2025StoneX Group Inc.53,114$429K0.0%+4.6%0.000%
8/13/2025First Trust Advisors LP281,887$2.26M0.0%+2.7%0.000%
8/13/2025Guggenheim Capital LLC1,655,758$13.28M0.1%+14.1%0.000%
8/13/2025Invesco Ltd.2,951,656$23.67M0.0%+0.7%0.000%
8/13/2025Lido Advisors LLC398,064$3.22M0.0%-0.8%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.49,682$398K0.0%-2.8%0.000%
8/12/2025J.W. Cole Advisors Inc.27,106$217K0.0%+27.1%0.000%
8/12/2025Advisors Asset Management Inc.1,036,282$8.31M0.1%-2.0%0.000%
8/12/2025XTX Topco Ltd42,539$341K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC172,897$1.39M0.0%+61.4%0.000%
8/12/2025AlphaCore Capital LLC102,959$833K0.0%+10.1%0.000%
8/12/2025Northstar Financial Companies Inc.12,475$100K0.1%-65.1%0.000%
8/11/2025Wealthspire Advisors LLC193,045$1.55M0.0%N/A0.000%
8/11/2025Rothschild Investment LLC69,400$557K0.0%-83.8%0.000%
8/8/2025Rockefeller Capital Management L.P.62,643$502K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers470,523$3.77M0.0%+1.7%0.000%
8/8/2025Creative Planning12,482$100K0.0%+13.7%0.000%
8/8/2025Evolution Wealth Advisors LLC10,162$81K0.0%N/A0.000%
8/8/2025Fiera Capital Corp269,309$2.16M0.0%-2.4%0.000%
8/7/2025Samalin Investment Counsel LLC114,822$921K0.4%+3.8%0.000%
8/7/2025Allworth Financial LP17,661$142K0.0%+106.2%0.000%
8/6/2025Prospera Financial Services Inc51,542$413K0.0%+9.7%0.000%
8/6/2025Penserra Capital Management LLC693,605$5.56M0.1%+3.0%0.000%
8/6/2025Wedbush Securities Inc.73,289$588K0.0%-3.8%0.000%
8/6/2025Moors & Cabot Inc.565,388$4.53M0.2%+6.4%0.000%
8/5/2025 Burney Co.21,710$174K0.0%-37.7%0.000%
8/5/2025Shaker Financial Services LLC54,700$442K0.2%+3.2%0.000%
8/5/2025Carson Advisory Inc.45,861$368K0.2%-8.0%0.000%
8/4/2025Linscomb Wealth Inc.97,000$778K0.0%N/A0.000%
8/4/2025Kovack Advisors Inc.14,843$119K0.0%+25.3%0.000%
8/4/2025IFG Advisory LLC34,989$281K0.0%-13.9%0.000%
8/4/2025Spire Wealth Management92,669$743K0.0%+35.5%0.000%
8/1/2025Envestnet Asset Management Inc.308,490$2.47M0.0%+7.3%0.000%
7/31/2025Glass Jacobson Investment Advisors llc22,462$180K0.1%-6.1%0.000%
7/30/2025Greatmark 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%
7/30/2025D.A. Davidson & CO.20,458$164K0.0%+8.7%0.000%
7/29/2025Chicago Partners Investment Group LLC347,690$2.79M0.1%+6.5%0.000%
7/29/2025International Assets Investment Management LLC61,919$497K0.0%+20.9%0.000%
7/29/2025Stratos 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%
7/28/2025Mission Hills Financial Advisory LLC73,305$588K0.4%+389.2%0.000%
7/25/2025Atria Wealth Solutions Inc.20,922$170K0.0%-75.1%0.000%
7/25/2025Ellis Investment Partners LLC10,060$81K0.0%-23.6%0.000%
7/25/2025Concurrent Investment Advisors LLC34,531$277K0.0%+6.0%0.000%
7/24/2025MSH Capital Advisors LLC220,453$1.77M0.5%+9.6%0.000%
7/23/2025Abel Hall LLC70,000$561K0.3%+600.0%0.000%
7/22/2025Belpointe Asset Management LLC14,964$120K0.0%-9.6%0.000%
7/22/2025Investors 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%
7/22/2025Wealthcare Advisory Partners LLC77,543$622K0.0%-8.0%0.000%
7/21/2025Onyx Financial Advisors LLC37,848$304K0.1%+200.5%0.000%
7/21/2025Ameritas Advisory Services LLC54,151$434K0.0%+7.9%0.000%
7/18/2025PFG Investments LLC15,949$128K0.0%+23.5%0.000%
7/18/2025Truist Financial Corp498,856$4.00M0.0%+53.7%0.000%
7/17/2025Melfa Wealth Management Inc.97,230$780K0.5%-2.5%0.000%
7/17/2025Capital Investment Advisors LLC339,215$2.72M0.0%-3.6%0.000%
7/17/2025Janney Montgomery Scott LLC571,517$4.58M0.0%+5.5%0.000%
7/17/2025Smith 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%
7/14/2025Wealth Advisory Solutions LLC274,632$2.20M0.6%+12.5%0.000%
7/14/2025E&G Advisors LP90,550$725K0.2%-1.4%0.000%
7/14/2025Maryland Capital Advisors Inc.10,009$80K0.0%N/A0.000%
7/14/2025Park Avenue Securities LLC24,913$200K0.0%-5.0%0.000%
7/11/2025Pinnacle 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%
7/10/2025Wealth Enhancement Advisory Services LLC220,727$1.79M0.0%+49.3%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, 314 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 284 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), Gridiron Partners LLC ($1.66M), Wells Fargo & Company MN ($1.65M), and Capital Investment Advisors LLC ($887.25K).

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

Institutional investors have bought a total of 46,910,811 shares in the last 24 months. This purchase volume represents approximately $375.74M 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 7,968,949 shares in the last 24 months. This volume of shares sold represents approximately $63.25M in transactions.


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This page (NYSE:JPC) was last updated on 10/18/2025 by MarketBeat.com Staff
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