Free Trial

Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$8.11 -0.01 (-0.12%)
Closing price 07/7/2025 03:59 PM Eastern
Extended Trading
$8.12 +0.01 (+0.06%)
As of 08:02 AM 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)
160
Total
Institutional Inflows
(last 12 months)
$130.02M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$62.52M
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.

Skip Chart & View Institutional Buying and Selling Data

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
7/3/2025 Sage Capital Advisors llc41,989$337K0.1%-8.8%0.000%
6/2/2025Modern 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%
5/15/2025Northstar Financial Companies Inc.35,787$285K0.3%-19.5%0.000%
5/14/2025Guggenheim Capital LLC1,451,123$11.55M0.1%+12.8%0.000%
5/14/2025Samalin Investment Counsel LLC110,574$880K0.4%+4.1%0.000%
5/14/2025WealthTrust Axiom LLC19,879$158K0.0%-8.7%0.000%
5/14/2025SVB Wealth LLC3,677$29K0.0%N/A0.000%
5/14/2025Kestra Advisory Services LLC132,588$1.06M0.0%-14.6%0.000%
5/14/2025Compound Planning Inc.12,709$101K0.0%N/A0.000%
5/14/2025Aspire Growth Partners LLC11,773$92K0.1%N/A0.000%
5/13/2025Raymond James Financial Inc.3,339,902$26.59M0.0%+1.4%0.000%
5/13/2025Leigh Baldwin & CO. LLC11,113$88K0.1%N/A0.000%
5/13/2025Sit Investment Associates Inc.4,105,995$32.68M0.8%-13.5%0.000%
5/13/2025HighTower Advisors LLC194,928$1.55M0.0%-2.0%0.000%
5/12/2025Invesco Ltd.2,929,951$23.32M0.0%+0.5%0.000%
5/12/2025Townsquare Capital LLC55,308$440K0.0%+2.6%0.000%
5/12/2025Founders Financial Alliance LLC13,208$105K0.0%N/A0.000%
5/12/2025AlphaCore Capital LLC93,553$751K0.1%N/A0.000%
5/9/2025Chicago Partners Investment Group LLC326,501$2.55M0.1%+1.5%0.000%
5/9/2025Atria Wealth Solutions Inc.84,081$673K0.0%+9.9%0.000%
5/9/2025Shaker Financial Services LLC53,000$422K0.2%+279.5%0.000%
5/9/2025Commonwealth Equity Services LLC2,284,391$18.18M0.0%+0.9%0.000%
5/9/2025PNC Financial Services Group Inc.13,427$107K0.0%-27.7%0.000%
5/8/2025Moors & Cabot Inc.531,623$4.23M0.2%-5.0%0.000%
5/8/2025US Bancorp DE24,494$195K0.0%+83.8%0.000%
5/8/2025Shufro Rose & Co. LLC18,373$146K0.0%+43.1%0.000%
5/7/2025LPL Financial LLC2,378,176$18.93M0.0%-30.5%0.000%
5/6/2025Cetera Investment Advisers462,470$3.68M0.0%+2.2%0.000%
5/6/2025Avantax Advisory Services Inc.44,473$354K0.0%-12.3%0.000%
5/6/2025Uptown Financial Advisors LLC31,600$252K0.3%+24.9%0.000%
5/6/2025Wedbush Securities Inc.76,187$606K0.0%+4.5%0.000%
F1 Engineering Powers This Electric Marine Motor (Ad)

The future of marine propulsion has arrived - powered by F-1 grade engineering. In collaboration with McLaren Engineering, a NASDAQ-listed marine tech company unveiled a groundbreaking new electric powertrain set to transform the industry.

How one NASDAQ-listed disruptor is bringing the world's most powerful electric marine powertrain to
5/6/2025Triumph Capital Management100,914$803K0.3%+23.7%0.000%
5/6/2025Choreo LLC34,354$276K0.0%-20.3%0.000%
5/6/2025PFG Advisors225,212$1.79M0.1%N/A0.000%
5/5/2025Kestra Private Wealth Services LLC52,417$417K0.0%-10.7%0.000%
5/5/2025Private Advisor Group LLC157,751$1.26M0.0%+7.6%0.000%
5/5/2025Hollencrest Capital Management9,862$79K0.0%-26.2%0.000%
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%
5/1/2025CWM LLC8,479$67K0.0%-42.5%0.000%
5/1/2025Greatmark Investment Partners Inc.998,565$7.95M1.1%+0.5%0.000%
4/30/2025Cerity Partners LLC782,487$6.23M0.0%+36.9%0.000%
4/30/2025Allworth Financial LP8,565$66K0.0%+81.7%0.000%
4/30/2025Wealth Advisory Solutions LLC244,083$1.94M0.5%+21.7%0.000%
4/30/2025Stratos Wealth Partners LTD.503,478$4.01M0.1%-3.5%0.000%
4/30/2025Planning Directions Inc.45,549$363K0.2%N/A0.000%
4/29/2025U.S. Capital Wealth Advisors LLC14,602$116K0.0%-18.0%0.000%
4/29/2025Envestnet Asset Management Inc.287,384$2.29M0.0%-13.9%0.000%
4/29/2025Penserra Capital Management LLC673,102$5.36M0.1%+1.1%0.000%
4/29/2025Concurrent Investment Advisors LLC32,590$259K0.0%+18.5%0.000%
4/29/2025Bank of New York Mellon Corp29,660$236K0.0%+56.1%0.000%
4/28/2025Private Trust Co. NA29,287$233K0.0%-6.0%0.000%
4/28/2025DAVENPORT & Co LLC252,285$2.01M0.0%-3.7%0.000%
4/28/2025Elevate Capital Advisors LLC15,300$122K0.1%N/A0.000%
4/24/2025J. L. Bainbridge & Co. Inc.18,991$151K0.0%-29.3%0.000%
4/24/2025Etesian Wealth Advisors Inc.14,000$111K0.0%N/A0.000%
4/23/2025Onyx Financial Advisors LLC12,595$100K0.1%N/A0.000%
4/23/2025Spire Wealth Management68,396$544K0.0%+2.2%0.000%
4/23/2025E&G Advisors LP91,850$730K0.2%-1.9%0.000%
4/23/2025International Assets Investment Management LLC51,225$408K0.0%-5.2%0.000%
4/22/2025Prairie Wealth Advisors Inc.30,201$242K0.1%-10.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.481,711$3.83M0.0%+7.9%0.000%
4/22/2025Ellis Investment Partners LLC13,175$105K0.0%N/A0.000%
4/21/2025PSI Advisors LLC19,427$155K0.1%+89.4%0.000%
4/21/2025Marino Stram & Associates LLC86,571$689K0.2%+9.4%0.000%
4/17/2025Sowell Financial Services LLC252,300$2.01M0.1%-19.6%0.000%
4/17/2025Janney Montgomery Scott LLC541,845$4.31M0.0%-16.0%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC147,817$1.18M0.0%+153.6%0.000%
4/15/2025Fifth Third Bancorp31,252$249K0.0%+27.2%0.000%
4/15/2025Parsons Capital Management Inc. RI13,695$109K0.0%-21.2%0.000%
4/15/2025Kingstone Capital Partners Texas LLC18,598$148K0.1%+10.1%0.000%
4/15/2025Wealthcare Advisory Partners LLC84,322$671K0.0%+2.1%0.000%
4/14/2025Farther Finance Advisors LLC12,397$98K0.0%+367.8%0.000%
4/14/2025Capital Investment Advisors LLC351,818$2.80M0.1%-4.0%0.000%
4/14/2025Park Avenue Securities LLC26,220$209K0.0%-20.8%0.000%
4/14/2025UMB Bank n.a.55,993$446K0.0%N/A0.000%
4/10/2025Accel Wealth Management73,070$582K0.2%-5.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.737,390$5.87M0.3%-6.6%0.000%
4/9/2025Merit Financial Group LLC15,590$124K0.0%N/A0.000%
4/9/2025NBC Securities Inc.8,240$65K0.0%+102,900.0%0.000%
Trump’s biggest move, misreported (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
4/8/2025Rothschild 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%
3/17/2025Wealth 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%
2/20/2025Kingstone Capital Partners Texas LLC16,888$133K0.1%N/A0.000%
2/19/2025Parr Mcknight Wealth Management Group LLC37,846$297K0.0%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, 303 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($32.68M), Bank of America Corp DE ($29.84M), Raymond James Financial Inc. ($26.59M), Wells Fargo & Company MN ($26.30M), Invesco Ltd. ($23.32M), UBS Group AG ($22.89M), and Raymond James & Associates ($20.68M).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 267 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: Raymond James Financial Inc. ($6.63M), 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 16,582,629 shares in the last 24 months. This purchase volume represents approximately $130.02M in transactions.

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

Of the 100 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 ($717.48K), Envestnet Asset Management Inc. ($596.94K), Baird Financial Group Inc. ($467.98K), and Cohen & Steers Inc. ($370K).

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

Institutional investors have sold a total of 7,917,446 shares in the last 24 months. This volume of shares sold represents approximately $62.52M in transactions.



This page (NYSE:JPC) was last updated on 7/8/2025 by MarketBeat.com Staff
From Our Partners