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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

Nuveen Preferred & Income Opportunities Fund logo
$7.91 +0.01 (+0.16%)
As of 01/21/2025 03:59 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)
$124.99M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$26.38M
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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
1/21/2025Geneos Wealth Management Inc.171,316$1.35M0.0%+2.4%0.000%
1/21/2025Accel Wealth Management77,578$610K0.2%-3.8%0.000%
1/17/2025 Janney Montgomery Scott LLC645,118$5.07M0.0%+5.6%0.000%
1/17/2025 Melfa Wealth Management Inc.99,767$784K0.5%-1.3%0.000%
1/16/2025 Ballentine Partners LLC53,693$422K0.0%N/A0.000%
1/16/2025 Diversify Wealth Management LLC73,000$581K0.0%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC50,176$394K0.0%+6.6%0.000%
1/15/2025 Wealthcare Advisory Partners LLC82,573$649K0.0%-6.9%0.000%
1/15/2025 Tallon Kerry Patrick15,297$122K0.1%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.789,682$6.21M0.3%-14.0%0.000%
1/14/2025 Freestate Advisors LLC12,494$98K0.1%N/A0.000%
1/14/2025 Stolper Co65,889$518K0.2%-2.0%0.000%
1/14/2025 Burney Co.34,854$274K0.0%-15.6%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.10,073$79K0.0%N/A0.000%
1/14/2025 Park Avenue Securities LLC33,117$260K0.0%-19.1%0.000%
1/13/2025 PSI Advisors LLC10,258$81K0.0%-36.3%0.000%
1/13/2025 Capital Investment Advisors LLC366,653$2.88M0.1%-65.7%0.000%
1/10/2025 Sage Capital Advisors llc50,629$398K0.1%-7.7%0.000%
1/8/2025 International Assets Investment Management LLC54,014$432K0.0%-86.2%0.000%
1/7/2025 One Wealth Capital Management LLC47,965$377K0.2%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.85,114$686K0.0%+65.8%0.000%
11/25/2024Sanctuary Advisors LLC210,234$1.69M0.0%+13.4%0.000%
11/20/2024Virtu Financial LLC29,153$235K0.0%N/A0.000%
11/15/2024Glass Jacobson Investment Advisors llc13,402$108K0.0%-14.5%0.000%
11/15/2024XTX Topco Ltd48,226$389K0.0%+311.0%0.000%
11/15/2024Jane Street Group LLC243,162$1.96M0.0%+1,188.0%0.000%
11/15/2024Stifel Financial Corp554,891$4.48M0.0%-0.2%0.000%
11/15/2024HighTower Advisors LLC120,390$969K0.0%+67.9%0.000%
11/15/2024Benjamin Edwards Inc.14,456$117K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors844,947$6.82M0.0%+19.3%0.000%
11/14/2024Rockefeller Capital Management L.P.27,859$225K0.0%-16.2%0.000%
11/14/2024Noesis Capital Mangement Corp17,233$139K0.0%N/A0.000%
11/14/2024CreativeOne Wealth LLC11,117$90K0.0%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC28,538$230K0.0%+70.7%0.000%
11/13/2024DRW Securities LLC21,800$176K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC620,969$5.01M0.1%-67.3%0.000%
11/12/2024Cerity Partners LLC515,543$4.16M0.0%+19.2%0.000%
11/8/2024Moors & Cabot Inc.541,845$4.37M0.2%+0.5%0.000%
11/8/2024Advisors Asset Management Inc.855,388$6.90M0.1%+24.3%0.000%
11/8/2024Prospera Financial Services Inc44,917$362K0.0%-3.9%0.000%
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11/7/2024Thrivent Financial for Lutherans183,412$1.48M0.0%+15.8%0.000%
11/6/2024Meridian Investment Counsel Inc.13,850$112K0.0%-30.2%0.000%
11/6/2024Kovack Advisors Inc.15,809$128K0.0%-20.0%0.000%
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%
11/1/2024Philip James Wealth Mangement LLC10,000$81K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC57,000$464K0.2%N/A0.000%
10/31/2024Concurrent Investment Advisors LLC26,253$212K0.0%-6.6%0.000%
10/30/2024Catalina 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%
10/29/2024Campbell Capital Management Inc.393,267$3.17M1.3%-1.3%0.000%
10/29/2024Chicago Partners Investment Group LLC317,337$2.55M0.1%+4.4%0.000%
10/28/2024US Bancorp DE11,699$94K0.0%+64.1%0.000%
10/23/2024 PSI Advisors LLC16,116$130K0.0%+49.0%0.000%
10/23/2024CENTRAL 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%
10/22/2024Private Advisor Group LLC156,035$1.26M0.0%+7.1%0.000%
10/22/2024Sequoia Financial Advisors LLC13,071$105K0.0%N/A0.000%
10/21/2024Wealth 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%
10/18/2024 Capital Investment Advisors LLC1,069,296$8.63M0.2%+5.2%0.000%
10/11/2024Creative Planning16,580$134K0.0%+33.0%0.000%
10/10/2024Concourse Financial Group Securities Inc.12,901$105K0.0%+74.1%0.000%
10/8/2024CWM 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%
8/14/2024 Certified 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%
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%
8/8/2024J.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%
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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%
8/6/2024Ausdal Financial Partners Inc.21,134$158K0.0%-8.9%0.000%
8/5/2024Private Advisor Group LLC145,626$1.09M0.0%-17.0%0.000%
8/1/2024Waterfront Wealth Inc.19,772$148K0.0%-9.1%0.000%
7/31/2024Aptus Capital Advisors LLC16,892$126K0.0%-15.9%0.000%
7/31/2024Spire Wealth Management46,220$345K0.0%-46.0%0.000%
7/31/2024Commonwealth Equity Services LLC2,093,860$15.64M0.0%+18.7%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, 239 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), Invesco Ltd. ($9.98M), Cohen & Steers Inc. ($9.44M), and Advisors Asset Management Inc. ($6.90M).Learn more on JPC's institutional investors.

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

Of the 207 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), International Assets Investment Management LLC ($720.71K), and Penserra Capital Management LLC ($708.69K).

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

Institutional investors have bought a total of 25,512,570 shares in the last 24 months. This purchase volume represents approximately $176.43M in transactions.

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

Of the 91 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), Penserra Capital Management LLC ($1.28M), Sit Investment Associates Inc. ($996.77K), Capital Investment Advisors LLC ($705.29K), International Assets Investment Management LLC ($338.40K), Orion Portfolio Solutions LLC ($316.99K), and Envestnet Asset Management Inc. ($264.40K).

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

Institutional investors have sold a total of 8,914,136 shares in the last 24 months. This volume of shares sold represents approximately $62.36M in transactions.



This page (NYSE:JPC) was last updated on 1/22/2025 by MarketBeat.com Staff
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