Free Trial

Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$7.98 +0.01 (+0.06%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$7.99 +0.00 (+0.06%)
As of 02/21/2025 07:38 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)
140
Total
Institutional Inflows
(last 12 months)
$122.56M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$43.67M
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
2/20/2025Kingstone 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%
2/18/2025 Elequin Capital LP9,238$73K0.0%N/A0.000%
2/17/2025 Vivaldi Capital Management LP28,477$227K0.0%N/A0.000%
2/17/2025 Second Line Capital LLC11,948$94K0.0%-29.3%0.000%
2/17/2025 Millennium Management LLC14,007$110K0.0%-88.6%0.000%
2/17/2025 Logan Stone Capital LLC17,471$137K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC239,134$1.88M0.1%+2.2%0.000%
2/17/2025 Cetera Investment Advisers452,375$3.56M0.0%+7.1%0.000%
2/17/2025 Bramshill Investments LLC82,441$648K0.1%+1.7%0.000%
2/17/2025 Citadel Advisors LLC27,180$214K0.0%+144.4%0.000%
2/17/2025 Captrust Financial Advisors903,982$7.11M0.0%+7.0%0.000%
2/17/2025 Cary Street Partners Financial LLC103,559$814K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.351,192$2.76M0.0%-27.5%0.000%
2/17/2025 Bank of America Corp DE3,796,422$29.84M0.0%+18.7%0.000%
2/17/2025 Ameriprise Financial Inc.523,923$4.12M0.0%-3.8%0.000%
2/17/2025 Aptus Capital Advisors LLC11,948$94K0.0%-29.3%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV34,028$267K0.0%-46.8%0.000%
2/14/2025 Triumph Capital Management81,578$641K0.2%+1.7%0.000%
2/14/2025 Comerica Bank61,343$482K0.0%-27.1%0.000%
2/14/2025 Lido Advisors LLC401,233$3.15M0.0%+1.1%0.000%
2/14/2025 Beacon Pointe Advisors LLC11,859$93K0.0%N/A0.000%
2/14/2025 MGO One Seven LLC12,469$98K0.0%-21.9%0.000%
2/14/2025 Stifel Financial Corp588,217$4.62M0.0%+6.0%0.000%
2/14/2025 Shaker Financial Services LLC13,965$110K0.0%-75.5%0.000%
2/14/2025 Coastline Trust Co12,143$95K0.0%+19.7%0.000%
2/14/2025 First Trust Advisors LP280,632$2.21M0.0%+1.8%0.000%
2/14/2025 Concourse Financial Group Securities Inc.8,901$71K0.0%-31.0%0.000%
2/13/2025 MSH Capital Advisors LLC200,704$1.58M0.5%N/A0.000%
2/13/2025 NewEdge Advisors LLC256,971$2.02M0.0%-1.9%0.000%
2/13/2025 Guggenheim Capital LLC1,286,715$10.11M0.1%+26.7%0.000%
2/13/2025 CreativeOne Wealth LLC14,834$117K0.0%+33.4%0.000%
2/13/2025 Mariner LLC87,577$688K0.0%-15.3%0.000%
2/13/2025 Cohen & Steers Inc.995,741$7.83M0.0%-27.1%0.000%
2/13/2025 SageView Advisory Group LLC14,147$111K0.0%N/A0.000%
2/13/2025 Carson Advisory Inc.47,433$373K0.3%-14.7%0.000%
2/13/2025 Bragg Financial Advisors Inc14,955$118K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.40,218$316K0.0%+44.4%0.000%
2/13/2025 Concorde Asset Management LLC18,351$144K0.1%-7.1%0.000%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
2/13/2025 Glass Jacobson Investment Advisors llc23,922$188K0.1%+78.5%0.000%
2/13/2025 Raymond James Financial Inc.3,292,438$25.88M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC125,336$985K0.0%+148.2%0.000%
2/13/2025 Invesco 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%
2/13/2025 Aristides Capital LLC53,250$419K0.1%N/A0.000%
2/13/2025 Titleist 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%
2/13/2025 Anchor Capital Management Group Inc70,000$550K0.2%N/A0.000%
2/13/2025 Wedbush Securities Inc.72,874$573K0.0%-2.4%0.000%
2/13/2025 Sit Investment Associates Inc.4,747,959$37.32M0.8%-9.2%0.000%
2/13/2025 Wells Fargo & Company MN3,345,453$26.30M0.0%-3.3%0.000%
2/12/2025 StoneX Group Inc.34,999$275K0.0%+8.9%0.000%
2/12/2025 Hazlett Burt & Watson Inc.4,547$37K0.0%-22.6%0.000%
2/12/2025 CIBC Private Wealth Group LLC9,968$80K0.0%-13.6%0.000%
2/12/2025 Level Four Advisory Services LLC73,423$577K0.0%-6.8%0.000%
2/11/2025 CoreFirst Bank & Trust7,699$61K0.0%N/A0.000%
2/11/2025 FCA Corp TX436,615$3.43M1.1%+95.5%0.000%
2/11/2025 LPL Financial LLC3,421,081$26.89M0.0%+0.2%0.000%
2/11/2025 Samalin Investment Counsel LLC106,191$835K0.4%+4.8%0.000%
2/11/2025 HUB Investment Partners LLC40,906$322K0.0%-3.0%0.000%
2/11/2025 Whittier Trust Co.29,658$233K0.0%-14.7%0.000%
2/10/2025 Advisors Asset Management Inc.1,061,879$8.35M0.2%+24.1%0.000%
2/10/2025 Thrivent Financial for Lutherans171,712$1.35M0.0%-6.4%0.000%
2/10/2025 Axxcess Wealth Management LLC59,935$471K0.0%N/A0.000%
2/10/2025 Corient Private Wealth LLC17,587$138K0.0%+12.0%0.000%
2/10/2025 Centurion Wealth Management LLC69,378$545K0.2%+19.1%0.000%
2/10/2025 Campbell Capital Management Inc.384,993$3.03M1.2%-2.1%0.000%
2/10/2025 J. L. Bainbridge & Co. Inc.26,852$211K0.0%+11.5%0.000%
2/10/2025 Greatmark Investment Partners Inc.994,010$7.81M1.1%-2.8%0.000%
2/10/2025 Commonwealth Equity Services LLC2,265,127$17.80M0.0%+3.3%0.000%
2/10/2025 Avantax Advisory Services Inc.50,703$399K0.0%+23.7%0.000%
2/7/2025 HighTower Advisors LLC198,911$1.56M0.0%+65.2%0.000%
2/7/2025 Moors & Cabot Inc.559,341$4.40M0.2%+3.2%0.000%
2/7/2025 Independent Advisor Alliance51,348$404K0.0%N/A0.000%
2/7/2025 Sowell Financial Services LLC313,912$2.47M0.1%+1.1%0.000%
2/7/2025 Argentarii LLC15,157$119K0.1%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.18,566$146K0.0%+1,508.8%0.000%
2/6/2025 Raymond James Financial Inc.3,292,438$25.88M0.0%N/A0.000%
2/6/2025 Wealth Advisory Solutions LLC200,593$1.58M0.4%+551.8%0.000%
2/6/2025 Steward Partners Investment Advisory LLC47,237$371K0.0%+60.7%0.000%
2/5/2025 US Bancorp DE13,330$105K0.0%+13.9%0.000%
2/5/2025 Noesis Capital Mangement Corp13,433$106K0.0%-22.1%0.000%
2/5/2025 Oppenheimer & Co. Inc.40,526$319K0.0%-14.4%0.000%
2/5/2025 Kovack Advisors Inc.11,843$93K0.0%-25.1%0.000%
2/4/2025 Bank of New York Mellon Corp19,000$149K0.0%-32.6%0.000%
2/4/2025 Rothschild Investment LLC503,105$3.95M0.3%-2.1%0.000%
2/3/2025 Transcend Capital Advisors LLC29,807$234K0.0%-34.5%0.000%
2/3/2025 Ieq Capital LLC15,115$119K0.0%-39.5%0.000%
2/3/2025 Private Advisor Group LLC146,674$1.15M0.0%-6.0%0.000%
$5,000 DOGE check? (Ad)

Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
1/31/2025 Atria Wealth Solutions Inc.76,473$601K0.0%-9.1%0.000%
1/31/2025 D.A. Davidson & CO.18,890$148K0.0%+16.2%0.000%
1/31/2025 Truist Financial Corp326,913$2.57M0.0%-1.2%0.000%
1/31/2025 Sanctuary Advisors LLC222,582$1.77M0.0%+5.9%0.000%
1/30/2025 Allworth Financial LP4,714$37K0.0%+377.1%0.000%
1/30/2025 Strategic Financial Concepts LLC20,881$164K0.0%+93.8%0.000%
1/30/2025 Principal Securities Inc.71,141$559K0.0%-4.8%0.000%
1/30/2025 SFE Investment Counsel12,816$101K0.0%N/A0.000%
1/29/2025 Powell Investment Advisors LLC11,627$91K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC58,678$461K0.0%+35.8%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, 276 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 240 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 ($1.87M), Wells Fargo & Company MN ($1.65M), Capital Investment Advisors LLC ($982.08K), Greatmark Investment Partners Inc. ($862.71K), 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 34,701,706 shares in the last 24 months. This purchase volume represents approximately $248.91M in transactions.

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

Of the 113 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 ($705.29K), Envestnet Asset Management Inc. ($550.59K), 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 10,772,398 shares in the last 24 months. This volume of shares sold represents approximately $77.18M in transactions.



This page (NYSE:JPC) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners