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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$8.01
-0.07 (-0.87%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen Preferred & Income Opportunities Fund (NYSE:JPC)

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$153.67M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$19.46M
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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
11/4/2024Ashton Thomas Securities LLC5,053$41K0.0%N/A0.000%
11/1/2024Carson Advisory Inc.55,638$449K0.3%+48.3%0.000%
11/1/2024Fiera Capital Corp284,541$2.30M0.0%+2.6%0.000%
11/1/2024 Philip James Wealth Mangement LLC10,000$81K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC57,000$464K0.2%N/A0.000%
10/31/2024 Concurrent Investment Advisors LLC26,253$212K0.0%-6.6%0.000%
10/30/2024 Catalina Capital Group LLC24,437$197K0.1%-38.0%0.000%
10/29/2024 Janney Montgomery Scott LLC611,042$4.93M0.0%+13.8%0.000%
10/29/2024 Campbell Capital Management Inc.393,267$3.17M1.3%-1.3%0.000%
10/29/2024 Chicago Partners Investment Group LLC317,337$2.55M0.1%+4.4%0.000%
10/28/2024 US Bancorp DE11,699$94K0.0%+64.1%0.000%
10/23/2024 PSI Advisors LLC16,116$130K0.0%+49.0%0.000%
10/23/2024 CENTRAL TRUST Co9,866$80K0.0%-36.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.918,156$7.41M0.3%+12.1%0.000%
10/22/2024 International Assets Investment Management LLC392,409$3.17M0.0%+707.8%0.000%
10/22/2024 Private Advisor Group LLC156,035$1.26M0.0%+7.1%0.000%
10/22/2024 Sequoia Financial Advisors LLC13,071$105K0.0%N/A0.000%
10/21/2024 Wealth Advisory Solutions LLC30,773$248K0.1%+70.3%0.000%
10/18/2024E&G Advisors LP107,850$869K0.2%-1.5%0.000%
10/18/2024Raymond James & Associates2,562,498$20.68M0.0%+8.0%0.000%
10/18/2024Capital Investment Advisors LLC1,069,296$8.63M0.2%+5.2%0.000%
10/11/2024 Creative Planning16,580$134K0.0%+33.0%0.000%
10/10/2024 Concourse Financial Group Securities Inc.12,901$105K0.0%+74.1%0.000%
10/8/2024 CWM LLC10,850$88K0.0%+17.8%0.000%
10/8/2024 Future Financial Wealth Managment LLC10,000$81K0.1%-16.7%0.000%
10/8/2024 Sage Capital Advisors llc54,827$442K0.1%+4.7%0.000%
10/3/2024 Park Avenue Securities LLC40,924$330K0.0%-7.9%0.000%
9/5/2024Sanctuary Advisors LLC185,385$1.30M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers398,939$2.98M0.0%+15.5%0.000%
8/21/2024Truist Financial Corp347,544$2.60M0.0%+3.9%0.000%
8/19/2024B. Riley Wealth Advisors Inc.51,341$387K0.0%+354.9%0.000%
8/16/2024Second Line Capital LLC16,892$127K0.0%+34.6%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.58,433$436K0.0%-4.4%0.000%
8/16/2024NewEdge Advisors LLC251,858$1.88M0.0%+2.8%0.000%
8/14/2024Certified Advisory Corp10,075$75K0.0%N/A0.000%
8/14/2024EverSource Wealth Advisors LLC14,145$109K0.0%+112.9%0.000%
8/13/2024Summit Trail Advisors LLC39,289$296K0.0%N/A0.000%
8/13/2024Benjamin F. Edwards & Company Inc.11,242$84K0.0%-18.1%0.000%
8/12/2024XTX Topco Ltd11,735$88K0.0%-70.7%0.000%
8/12/2024Concorde Asset Management LLC18,851$141K0.1%N/A0.000%
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8/12/2024Glass Jacobson Investment Advisors llc15,676$117K0.0%-8.9%0.000%
8/12/2024Mercer Global Advisors Inc. ADV36,349$272K0.0%-5.0%0.000%
8/9/2024GDS Wealth Management11,667$87K0.0%N/A0.000%
8/9/2024Moors & Cabot Inc.539,329$4.03M0.2%-0.6%0.000%
8/8/2024 J.W. Cole Advisors Inc.19,534$146K0.0%N/A0.000%
8/8/2024Envestnet Asset Management Inc.735,081$5.49M0.0%-26.2%0.000%
8/8/2024CoreCap Advisors LLC234,410$1.75M0.2%N/A0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC376,070$2.81M1.0%+307.7%0.000%
8/7/2024Carson Advisory Inc.37,510$280K0.2%+11.3%0.000%
8/7/2024Choreo LLC157,280$1.17M0.0%+88.7%0.000%
8/7/2024Wedbush Securities Inc.78,902$589K0.0%-23.5%0.000%
8/6/2024 Ausdal Financial Partners Inc.21,134$158K0.0%-8.9%0.000%
8/5/2024 Private Advisor Group LLC145,626$1.09M0.0%-17.0%0.000%
8/1/2024 Waterfront Wealth Inc.19,772$148K0.0%-9.1%0.000%
7/31/2024Aptus Capital Advisors LLC16,892$126K0.0%-15.9%0.000%
7/31/2024 Spire Wealth Management46,220$345K0.0%-46.0%0.000%
7/31/2024Commonwealth Equity Services LLC2,093,860$15.64M0.0%+18.7%0.000%
7/31/2024 Watershed Private Wealth LLC10,180$76K0.0%-39.6%0.000%
7/31/2024Rothschild Investment LLC522,885$3.91M0.3%N/A0.000%
7/29/2024 Investors Asset Management of Georgia Inc. GA ADV44,000$329K0.2%+12.8%0.000%
7/29/2024 Smith Chas P & Associates PA Cpas15,000$112K0.0%+50.0%0.000%
7/29/2024Burney Co.40,734$304K0.0%-16.7%0.000%
7/29/2024 Whittier Trust Co.35,774$267K0.0%-60.9%0.000%
7/26/2024 Patriot Financial Group Insurance Agency LLC32,688$244K0.0%-13.9%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.450,224$3.36M0.0%-5.2%0.000%
7/26/2024 Wealth Advisory Solutions LLC18,072$135K0.0%+29.1%0.000%
7/26/2024Bank of New York Mellon Corp30,076$225K0.0%+10.2%0.000%
7/25/2024Calamos Advisors LLC24,878$186K0.0%N/A0.000%
7/23/2024 All Season Financial Advisors Inc.79,699$595K0.5%-5.0%0.000%
7/23/2024 PSI Advisors LLC10,816$81K0.0%+66.4%0.000%
7/23/2024XML Financial LLC11,555$86K0.0%N/A0.000%
7/20/2024Parsons Capital Management Inc. RI19,997$149K0.0%-34.5%0.000%
7/20/2024Meridian Investment Counsel Inc.19,850$148K0.0%-9.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.819,416$6.12M0.3%+20.9%0.000%
7/19/2024Raymond James & Associates2,372,462$17.72M0.0%+4.5%0.000%
7/19/2024E&G Advisors LP109,450$817K0.2%-2.6%0.000%
7/19/2024 Petra Financial Advisors Inc.200,937$1.50M1.1%-1.9%0.000%
7/12/2024 Opal Wealth Advisors LLC3,449$26K0.0%N/A0.000%
7/12/2024Capital Investment Advisors LLC1,016,237$7.59M0.2%+9.6%0.000%
7/12/2024 Accel Wealth Management82,597$617K0.2%-1.8%0.000%
7/9/2024 Sage Capital Advisors llc52,358$391K0.1%+17.8%0.000%
7/2/2024 Marcum Wealth LLC12,829$96K0.0%N/A0.000%
7/2/2024 Transcend Capital Advisors LLC45,935$343K0.0%+8.5%0.000%
6/13/2024Mosaic Family Wealth Partners LLC59,470$428K0.1%-22.3%0.000%
5/29/2024 Pathway Financial Advisers LLC11,510$83K0.0%N/A0.000%
5/24/2024Cetera Advisors LLC122,622$882K0.0%+363.5%0.000%
5/24/2024Cetera Investment Advisers345,396$2.48M0.0%+166.2%0.000%
5/22/2024Burney Co.48,913$352K0.0%-20.7%0.000%
5/22/2024Second Line Capital LLC12,551$91K0.0%N/A0.000%
5/20/2024Virtu Financial LLC17,029$122K0.0%+25.6%0.000%
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5/17/2024Comerica Bank87,445$629K0.0%-2.4%0.000%
5/17/2024 Creekmur Asset Management LLC5,066$36K0.0%-54.6%0.000%
5/16/2024B. Riley Wealth Advisors Inc.11,285$81K0.0%-76.8%0.000%
5/16/2024Benchmark Investment Advisors LLC88,000$633K0.5%N/A0.000%
5/14/2024Advisors Asset Management Inc.476,292$3.43M0.1%+57.8%0.000%
5/11/2024Resurgent Financial Advisors LLC13,728$99K0.1%+103.1%0.000%
5/10/2024Pinnacle Wealth Planning Services Inc.20,404$147K0.0%+14.0%0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC92,248$663K0.2%+159.9%0.000%
5/10/2024J. L. Bainbridge & Co. Inc.23,399$168K0.0%N/A0.000%
5/9/2024SageView Advisory Group LLC86,265$620K0.0%+367.8%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, 224 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were UBS Group AG ($22.89M), Wells Fargo & Company MN ($21.85M), Raymond James & Associates ($20.68M), Commonwealth Equity Services LLC ($15.64M), Penserra Capital Management LLC ($10.89M), Invesco Ltd. ($9.98M), and Cohen & Steers Inc. ($9.44M).Learn more on JPC's institutional investors.

Which institutional investors have been buying Nuveen Preferred & Income Opportunities Fund stock?

Of the 198 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: 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), Penserra Capital Management LLC ($820.04K), 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 24,749,447 shares in the last 24 months. This purchase volume represents approximately $169.91M in transactions.

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

Of the 85 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. ($996.77K), Orion Portfolio Solutions LLC ($319.35K), Algebris UK Ltd ($314.38K), Envestnet Asset Management Inc. ($264.40K), Moors & Cabot Inc. ($101.16K), and Invesco Ltd. ($90.94K).

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

Institutional investors have sold a total of 6,929,288 shares in the last 24 months. This volume of shares sold represents approximately $46.02M in transactions.



This page (NYSE:JPC) was last updated on 11/4/2024 by MarketBeat.com Staff
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