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Nuveen Preferred & Income Opportunities Fund (JPC) Institutional Ownership

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$7.01
+0.04 (+0.57%)
(As of 04/26/2024 08:52 PM ET)
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Institutional Ownership Changes (13F Filings) for Nuveen Preferred & Income Opportunities Fund (NYSE:JPC)

Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$129.13M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$34.02M
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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
4/25/2024Smith Chas P & Associates PA Cpas10,000$72K0.0%N/A0.000%
4/25/2024Eudaimonia Partners LLC79,061$568K0.1%-10.5%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.475,059$3.42M0.0%-1.5%0.000%
4/24/2024 PSI Advisors LLC6,500$47K0.0%-50.4%0.000%
4/24/2024 CENTRAL TRUST Co17,498$126K0.0%-57.1%0.000%
4/24/2024 Spire Wealth Management85,649$616K0.0%+20.1%0.000%
4/23/2024 Wealth Advisory Solutions LLC14,000$101K0.0%N/A0.000%
4/23/2024 Fifth Third Bancorp22,115$159K0.0%-13.7%0.000%
4/23/2024 Petra Financial Advisors Inc.204,892$1.47M1.1%-0.8%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.578,624$4.16M0.0%-1.5%0.000%
4/23/2024 Stonegate Investment Group LLC15,988$115K0.0%-11.0%0.000%
4/22/2024 Strategic Financial Concepts LLC20,553$148K0.0%+89.0%0.000%
4/22/2024 Raymond James & Associates2,269,985$16.32M0.0%+4.8%0.000%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV39,000$280K0.1%-4.9%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.677,633$4.87M0.3%+21.3%0.000%
4/16/2024 Occidental Asset Management LLC12,541$90K0.0%+16.9%0.000%
4/15/2024 Wealthcare Advisory Partners LLC91,290$656K0.0%-6.8%0.000%
4/15/2024 Future Financial Wealth Managment LLC12,000$86K0.1%N/A0.000%
4/15/2024 Sunbelt Securities Inc.4,780$34K0.0%N/A0.000%
4/15/2024 Financial Enhancement Group LLC71,977$497K0.1%-3.5%0.000%
4/11/2024 Integrated Capital Management Inc.44,959$323K0.3%+38.9%0.000%
4/11/2024 RFG Advisory LLC10,209$73K0.0%N/A0.000%
4/10/2024 LexAurum Advisors LLC44,260$318K0.1%-38.1%0.000%
4/10/2024 Park Avenue Securities LLC326,379$2.35M0.0%+20.8%0.000%
4/5/2024 CWM LLC9,133$66K0.0%+21.3%0.000%
4/3/2024 Campbell Capital Management Inc.399,064$2.87M1.3%+0.8%0.000%
3/27/2024Nomura Holdings Inc.61,942$419K0.0%N/A0.000%
3/18/2024CoreFirst Bank & Trust10,092$68K0.0%+69.2%0.000%
3/15/2024B. Riley Wealth Advisors Inc.48,676$329K0.0%+331.3%0.000%
3/6/2024SageView Advisory Group LLC18,441$134K0.0%N/A0.000%
3/1/2024Creekmur Asset Management LLC11,153$75K0.0%N/A0.000%
2/28/2024Abel Hall LLC10,000$68K0.1%N/A0.000%
2/23/2024Chicago Partners Investment Group LLC269,535$1.91M0.1%N/A0.000%
2/23/2024Beacon Financial Group13,432$91K0.0%N/A0.000%
2/21/2024Smith Shellnut Wilson LLC ADV12,855$87K0.0%N/A0.000%
2/15/2024Palogic Value Management L.P.102,293$692K0.3%+313.5%0.000%
2/15/2024Cohen & Steers Inc.1,395,741$9.44M0.0%+58.4%0.000%
2/14/2024RE Dickinson Investment Advisors LLC4,708$32K0.0%N/A0.000%
2/13/2024Belpointe Asset Management LLC16,546$112K0.0%N/A0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC35,493$240K0.1%N/A0.000%
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2/13/2024Walled Lake Planning & Wealth Management LLC48,719$329K0.2%N/A0.000%
2/12/2024Tradition Wealth Management LLC13,369$90K0.0%N/A0.000%
2/12/2024Gridiron Partners LLC52,969$358K0.3%N/A0.000%
2/12/2024Weiss Asset Management LP29,054$196K0.0%N/A0.000%
2/12/2024RPO LLC687,473$4.65M6.9%+60.5%0.000%
2/9/2024AXS Investments LLC27,000$183K0.0%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.482,426$3.26M0.0%+711.6%0.000%
2/9/2024EverSource Wealth Advisors LLC7,474$51K0.0%N/A0.000%
2/9/2024D.A. Davidson & CO.26,596$180K0.0%N/A0.000%
2/9/2024Wells Fargo & Company MN3,232,672$21.85M0.0%+104.7%0.000%
2/9/2024Coldstream Capital Management Inc.10,935$74K0.0%N/A0.000%
2/9/2024UBS Group AG3,386,454$22.89M0.0%+1,159.2%0.000%
2/8/2024Level Four Advisory Services LLC76,337$516K0.0%+75.6%0.000%
2/8/2024Financial Advocates Investment Management17,057$115K0.0%N/A0.000%
2/8/2024Matisse Capital122,612$829K0.4%N/A0.000%
2/8/2024FCA Corp TX177,506$1.20M0.4%N/A0.000%
2/8/2024Sound View Wealth Advisors Group LLC11,770$80K0.0%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC17,443$118K0.0%+20.0%0.000%
2/8/2024Eudaimonia Partners LLC88,320$597K0.2%N/A0.000%
2/8/2024Janney Montgomery Scott LLC431,387$2.92M0.0%+85.0%0.000%
2/8/2024Pinnacle Wealth Planning Services Inc.17,892$121K0.0%N/A0.000%
2/8/2024Advisor OS LLC28,924$196K0.0%N/A0.000%
2/7/2024Avantax Advisory Services Inc.37,019$250K0.0%N/A0.000%
2/7/2024Ieq Capital LLC17,340$117K0.0%N/A0.000%
2/7/2024 NBC Securities Inc.6,943$46K0.0%+247.2%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC96,105$650K0.0%-4.8%0.000%
2/7/2024Watershed Private Wealth LLC20,643$140K0.1%N/A0.000%
2/7/2024Shaker Financial Services LLC472,136$3.19M1.3%+183.3%0.000%
2/7/2024 Berger Financial Group Inc29,019$196K0.0%N/A0.000%
2/7/2024Principal Securities Inc.81,443$551K0.0%N/A0.000%
2/7/2024Concourse Financial Group Securities Inc.7,409$50K0.0%+31.2%0.000%
2/6/2024Blue Barn Wealth LLC10,840$73K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC182,964$1.24M0.0%+52.5%0.000%
2/6/2024 Wealthcare Advisory Partners LLC97,954$662K0.0%+263.6%0.000%
2/6/2024 Spire Wealth Management71,301$498K0.0%+1,057.7%0.000%
2/6/2024 Clifford Swan Investment Counsel LLC18,952$128K0.0%N/A0.000%
2/6/2024Valley Brook Capital Group Inc.13,489$91K0.1%N/A0.000%
2/6/2024VeraBank N.A.13,658$92K0.0%N/A0.000%
2/6/2024Carson Advisory Inc.19,310$131K0.1%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.27,938$189K0.0%+200.4%0.000%
2/6/2024Fortitude Advisory Group L.L.C.20,598$139K0.1%+78.0%0.000%
2/5/2024Arnhold LLC18,226$123K0.0%N/A0.000%
2/5/2024 Alpha Cubed Investments LLC15,899$107K0.0%N/A0.000%
2/5/2024WealthTrust Axiom LLC22,329$151K0.1%N/A0.000%
2/5/2024Kestra Private Wealth Services LLC18,988$128K0.0%+37.6%0.000%
2/5/2024Greatmark Investment Partners Inc.862,713$5.83M0.9%N/A0.000%
2/5/2024Stonebrook Private Inc.23,015$156K0.1%N/A0.000%
2/5/2024Transcend Capital Advisors LLC15,335$104K0.0%N/A0.000%
2/2/2024Truist Financial Corp315,010$2.13M0.0%+68.2%0.000%
2/2/2024Atria Wealth Solutions Inc.98,517$666K0.0%+499.8%0.000%
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2/1/2024Wolverine Asset Management LLC173,349$1.17M0.0%+67.9%0.000%
2/1/2024 PSI Advisors LLC13,096$89K0.0%N/A0.000%
2/1/2024 CWM LLC7,527$51K0.0%N/A0.000%
1/31/2024J.W. Cole Advisors Inc.10,408$70K0.0%N/A0.000%
1/31/2024HTLF Bank15,683$106K0.0%N/A0.000%
1/31/2024Western Wealth Management LLC19,838$134K0.0%N/A0.000%
1/31/2024Obermeyer Wood Investment Counsel Lllp10,977$74K0.0%N/A0.000%
1/31/2024 Investors Asset Management of Georgia Inc. GA ADV41,000$276K0.1%+17.1%0.000%
1/31/2024Waterfront Wealth Inc.23,220$157K0.0%N/A0.000%
1/30/2024 Duncker Streett & Co. Inc.27,439$185K0.0%N/A0.000%
(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, 212 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 ($16.32M), Penserra Capital Management LLC ($10.89M), Invesco Ltd. ($9.98M), Cohen & Steers Inc. ($9.44M), and Greatmark Investment Partners Inc. ($5.83M).Learn more on JPC's institutional investors.

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

Of the 191 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 ($1.75M), Wells Fargo & Company MN ($1.65M), Greatmark Investment Partners Inc. ($862.71K), Capital Investment Advisors LLC ($839.68K), Penserra Capital Management LLC ($820.04K), and RPO LLC ($687.47K).

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

Institutional investors have bought a total of 22,117,350 shares in the last 24 months. This purchase volume represents approximately $150.78M in transactions.

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

Of the 76 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 ($3.43M), Sit Investment Associates Inc. ($1.65M), Shaker Financial Services LLC ($382.08K), TCG Advisory Services LLC ($355.15K), Orion Portfolio Solutions LLC ($321.17K), Algebris UK Ltd ($314.38K), and Cohen & Steers Inc. ($144.92K).

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

Institutional investors have sold a total of 8,132,478 shares in the last 24 months. This volume of shares sold represents approximately $56.32M in transactions.


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This page (NYSE:JPC) was last updated on 4/29/2024 by MarketBeat.com Staff

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