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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$7.68 -0.03 (-0.32%)
As of 02:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Preferred & Income Opportunities Fund (NYSE:JPC)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$103.02M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$43.65M
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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
8/13/2026Sanctuary Advisors LLC316,545$2.49M0.0%-6.6%0.000%
8/12/2026 Compass Financial Management LLC16,411$129K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.36,305$286K0.0%-18.7%0.000%
8/12/2026 EP Wealth Advisors LLC22,146$175K0.0%N/A0.000%
8/11/2026 Allworth Financial LP26,244$207K0.0%+12.7%0.000%
8/11/2026 MSH Capital Advisors LLC240,963$1.90M0.3%-4.5%0.000%
8/10/2026 NewEdge Wealth LLC10,077$79K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC99,591$766K0.0%N/A0.000%
8/8/2026 Investmark Advisory Group LLC48,287$381K0.1%N/A0.000%
8/7/2026 Perigon Wealth Management LLC14,302$113K0.0%N/A0.000%
8/7/2026 Wealth Effects LLC56,090$442K0.1%N/A0.000%
8/6/2026 Global Retirement Partners LLC42,204$333K0.0%N/A0.000%
8/5/2026 SFE Investment Counsel12,816$101K0.0%N/A0.000%
7/10/2026 Accel Wealth Management61,818$487K0.1%-4.9%0.000%
7/10/2026 Wealthcare Advisory Partners LLC133,224$1.05M0.0%-3.0%0.000%
7/9/2026 Centurion Wealth Management LLC58,732$463K0.1%-12.3%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.141,288$1.11M0.0%-56.7%0.000%
7/8/2026 First Heartland Consultants Inc.13,428$106K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC222,698$1.76M0.1%+2.0%0.000%
6/18/2026Western Wealth Management LLC23,967$181K0.0%N/A0.000%
6/3/2026 NewEdge Advisors LLC314,614$2.37M0.0%-7.6%0.000%
6/1/2026Concorde Asset Management LLC15,722$120K0.1%-14.9%0.000%
5/22/2026 Segall Bryant & Hamill LLC13,015$105K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC23,967$181K0.0%N/A0.000%
5/19/2026Bank of America Corp DE4,777,122$36.02M0.0%+5.6%0.000%
5/19/2026 Arkadios Wealth Advisors32,979$249K0.0%N/A0.000%
5/18/2026Royal Bank of Canada2,881,952$21.73M0.0%+154.9%0.000%
5/16/2026Quantinno Capital Management LP18,955$143K0.0%+7.5%0.000%
5/15/2026Waverly Advisors LLC86,099$649K0.0%+514.5%0.000%
5/14/2026 FCA Corp TX526,494$3.97M1.1%+2.1%0.000%
5/13/2026 Cetera Investment Advisers803,340$6.06M0.0%+9.6%0.000%
5/13/2026 First Trust Advisors LP216,026$1.63M0.0%-9.2%0.000%
5/7/2026 Carson Advisory Inc.41,561$313K0.2%-7.8%0.000%
5/7/2026 Pacific Wealth Strategies Group Inc.20,000$151K0.1%+53.8%0.000%
5/6/2026 Independent Financial Group LLC82,933$625K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.33,069$249K0.0%-10.1%0.000%
5/5/2026 Bank of New York Mellon Corp28,882$218K0.0%+56.7%0.000%
5/5/2026 Geneos Wealth Management Inc.198,972$1.50M0.0%+1.1%0.000%
5/5/2026Sanctuary Advisors LLC338,977$2.56M0.0%+0.6%0.000%
5/4/2026 Chicago Partners Investment Group LLC488,314$3.89M0.1%-8.9%0.000%
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5/1/2026 Fifth Third Bancorp70,860$534K0.0%+617.2%0.000%
4/30/2026 Waterfront Wealth Inc.18,792$142K0.0%-9.1%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC61,444$463K0.0%+5.1%0.000%
4/30/2026 Kestra Advisory Services LLC744,388$5.61M0.0%+13.3%0.000%
4/29/2026 Greatmark Investment Partners Inc.985,860$7.43M0.9%-1.7%0.000%
4/28/2026 Abel Hall LLC83,600$630K0.1%+19.4%0.000%
4/28/2026 Whittier Trust Co. of Nevada Inc.15,387$118K0.0%+211.3%0.000%
4/28/2026 Whittier Trust Co.28,400$218K0.0%+9.9%0.000%
4/27/2026 Investors Asset Management of Georgia Inc. GA ADV67,250$507K0.2%+6.3%0.000%
4/27/2026 Private Advisor Group LLC139,034$1.05M0.0%-7.5%0.000%
4/27/2026 Elevation Point Wealth Partners LLC30,081$229K0.0%-6.7%0.000%
4/25/2026 Smithbridge Asset Management Inc. DE32,062$242K0.0%N/A0.000%
4/22/2026 Patriot Financial Group Insurance Agency LLC68,970$520K0.0%+100.0%0.000%
4/22/2026 Janney Montgomery Scott LLC1,107,112$8.35M0.0%-0.8%0.000%
4/22/2026 J. L. Bainbridge & Co. Inc.21,629$163K0.0%+13.9%0.000%
4/21/2026 Wealth Effects LLC56,090$423K0.1%N/A0.000%
4/20/2026 Kestra Private Wealth Services LLC85,035$641K0.0%-10.9%0.000%
4/20/2026 RFG Advisory LLC22,373$169K0.0%+18.6%0.000%
4/17/2026 Everstar Asset Management LLC66,075$498K0.3%N/A0.000%
4/17/2026 First Merchants Corp39,283$296K0.0%-23.9%0.000%
3/17/2026Rockefeller Capital Management L.P.52,209$423K0.0%-16.4%0.000%
3/13/2026 Fund Advisors of America Inc FL32,854$266K0.2%N/A0.000%
3/13/2026World Investment Advisors100,323$814K0.0%+447.4%0.000%
2/26/2026Anchor Investment Management LLC9,357$76K0.0%-13.2%0.000%
2/25/2026 Tempo Wealth LLC13,034$106K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.8,000$65K0.0%+820.6%0.000%
2/19/2026Invesco Ltd.3,151,446$25.56M0.0%+4.3%0.000%
2/19/2026 Smith Asset Management Co. LLC926,024$7.51M6.2%-1.9%0.000%
2/18/2026Ameriflex Group Inc.9,016$73K0.0%-50.0%0.000%
2/18/2026 Mercer Global Advisors Inc. ADV35,016$284K0.0%+11.1%0.000%
2/18/2026 Vines Capital Management LLC19,913$161K0.2%N/A0.000%
2/18/2026IHT Wealth Management LLC32,146$261K0.0%-4.2%0.000%
2/18/2026Asset One Wealth Management LLC29,850$244K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,896,826$15.38M0.1%-0.4%0.000%
2/17/2026 Cetera Investment Advisers733,307$5.95M0.0%+18.1%0.000%
2/17/2026Equitable Holdings Inc.29,059$236K0.0%+12.9%0.000%
2/17/2026 Kovack Advisors Inc.34,117$277K0.0%+188.1%0.000%
2/17/2026Osaic Holdings Inc.1,190,306$9.65M0.0%-1.4%0.000%
2/17/2026Captrust Financial Advisors1,211,339$9.82M0.0%+3.8%0.000%
2/17/2026&PARTNERS189,627$1.54M0.0%+34.3%0.000%
2/17/2026Royal Bank of Canada1,130,474$9.17M0.0%+1.4%0.000%
2/16/2026Mariner LLC85,794$696K0.0%+4.0%0.000%
2/16/2026 Fortitude Advisory Group L.L.C.30,719$249K0.1%+20.2%0.000%
2/13/2026 Jacobi Capital Management LLC20,475$166K0.0%+6.8%0.000%
2/13/2026CreativeOne Wealth LLC17,771$144K0.0%+25.5%0.000%
2/13/2026 Kestra Advisory Services LLC657,118$5.33M0.0%+56.8%0.000%
2/13/2026 Wright Wealth LLC172,985$1.40M0.9%N/A0.000%
2/13/2026UMB Bank n.a.158,854$1.29M0.0%+119.1%0.000%
2/13/2026 Stifel Financial Corp480,149$3.89M0.0%+2.7%0.000%
2/13/2026Morgan Stanley6,918,424$56.11M0.0%-7.1%0.000%
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2/13/2026Wells Fargo & Company MN4,403,045$35.71M0.0%-2.1%0.000%
2/13/2026 Wealthspire Advisors LLC202,186$1.64M0.0%-10.7%0.000%
2/13/2026Concorde Asset Management LLC18,482$150K0.1%-6.8%0.000%
2/12/2026Advisors Asset Management Inc.818,097$6.64M0.1%-19.7%0.000%
2/12/2026Jane Street Group LLC318,905$2.59M0.0%+176.5%0.000%
2/12/2026 Triumph Capital Management90,506$734K0.2%+4.0%0.000%
2/12/2026 Commonwealth Equity Services LLC1,235,664$10.02M0.0%-34.1%0.000%
2/12/2026 StoneX Group Inc.77,525$629K0.0%-6.4%0.000%
2/12/2026 Elevation Point Wealth Partners LLC32,255$262K0.0%+8.8%0.000%
2/12/2026Steward Partners Investment Advisory LLC326,921$2.65M0.0%+26.3%0.000%


JPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 308 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were Morgan Stanley ($56.11M), Bank of America Corp DE ($36.02M), Wells Fargo & Company MN ($35.71M), UBS Group AG ($34.99M), Sit Investment Associates Inc. ($32.68M), Raymond James Financial Inc. ($28.53M), and Invesco Ltd. ($25.56M).Learn more on Nuveen Preferred & Income Opportunities Fund's institutional investors.

Of the 263 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 ($28.62M), Raymond James Financial Inc. ($6.77M), Royal Bank of Canada ($1.77M), Gridiron Partners LLC ($1.61M), Bank of America Corp DE ($1.14M), MGO One Seven LLC ($998.70K), and Smith Asset Management Co. LLC ($948.34K).

Institutional investors have bought a total of 12,836,541 shares in the last 24 months. This purchase volume represents approximately $103.02M in transactions.

Of the 85 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: Gridiron Partners LLC ($1.61M), Commonwealth Equity Services LLC ($1.13M), Morgan Stanley ($526.89K), Hennion & Walsh Asset Management Inc. ($381.65K), Thoma Capital Management LLC ($291.59K), Truist Financial Corp ($240.22K), and Advisors Asset Management Inc. ($218.19K).

Institutional investors have sold a total of 5,397,583 shares in the last 24 months. This volume of shares sold represents approximately $43.65M in transactions.


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Institutional ownership data for NYSE:JPC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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