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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$7.92 +0.03 (+0.32%)
Closing price 03/28/2025 03:59 PM Eastern
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$7.92 0.00 (0.00%)
As of 03/28/2025 04:05 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)
$124.07M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$43.98M
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JPC Institutional Buying and Selling by Quarter

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Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025Thoma Capital Management LLC467,245$3.67M2.5%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC58,285$458K0.0%+143.9%0.000%
3/12/2025 Northstar Financial Companies Inc.44,483$350K0.3%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.67,050$527K0.0%-21.2%0.000%
2/25/2025 Shufro Rose & Co. LLC12,841$101K0.0%-61.5%0.000%
2/24/2025 Ameriflex Group Inc.11,459$91K0.0%N/A0.000%
2/20/2025 Kingstone 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%
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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%
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%
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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%
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%
(Data available from 1/1/2016 forward)

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JPC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPC shares?

During the previous two years, 281 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 244 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 35,252,871 shares in the last 24 months. This purchase volume represents approximately $253.24M in transactions.

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

Of the 114 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 10,810,994 shares in the last 24 months. This volume of shares sold represents approximately $77.48M in transactions.



This page (NYSE:JPC) was last updated on 3/30/2025 by MarketBeat.com Staff
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