Security key
67073B106
Nuveen Preferred & Income Opportunities Fund - COM (JPC)
CUSIP: 67073B106
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / COM
- Total 13F shares
- 63,017,577
- Share change
- -3,002,031
- Total reported value
- $495,430,553
- Price per share
- $7.86
- Number of holders
- 294
- Value change
- -$24,013,849
- Number of buys
- 122
- Number of sells
- 111
Report period
Q4 2024
Institutions
294
Top holders
10
JPC full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Nuveen Preferred & Income Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 67073B106
Recent filing periods:
Top shareholders of JPC - Nuveen Preferred & Income Opportunities Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
9,376,929
|
$75,671,822 | — | 30 Sep 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
392,409
|
$48,626,000 | — | 30 Sep 2024 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
5,229,530
|
$42,202,000 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
4,010,312
|
$32,363,218 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
3,461,315
|
$27,932,817 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
3,415,069
|
$27,559,609 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
3,211,532
|
$25,917,063 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
3,198,706
|
$25,813,561 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
2,562,498
|
$20,679,356 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
2,193,784
|
$17,704,000 | — | 30 Sep 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,365,741
|
$11,022,000 | — | 30 Sep 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,069,296
|
$8,629,222 | — | 30 Sep 2024 | |
| GREATMARK INVESTMENT PARTNERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,022,242
|
$8,249,496 | — | 30 Sep 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
1,015,315
|
$8,193,592 | — | 30 Sep 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
918,156
|
$7,409,519 | — | 30 Sep 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
855,388
|
$6,902,981 | — | 30 Sep 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
—
class O/S missing
|
844,947
|
$6,818,720 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
751,348
|
$6,064,000 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
714,553
|
$5,766,425 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
666,648
|
$5,379,846 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
622,813
|
$5,026,101 | — | 30 Sep 2024 | |
| Penserra Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
620,969
|
$5,011,000 | — | 30 Sep 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
611,042
|
$4,931,000 | — | 30 Sep 2024 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
563,822
|
$4,550,044 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
554,891
|
$4,477,998 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
544,682
|
$4,395,586 | — | 30 Sep 2024 | |
| Moors & Cabot, Inc. |
13F
|
Company |
—
class O/S missing
|
541,845
|
$4,372,686 | — | 30 Sep 2024 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
530,063
|
$4,277,611 | — | 30 Sep 2024 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
515,543
|
$4,160,434 | — | 30 Sep 2024 | |
| ROTHSCHILD INVESTMENT LLC |
13F
|
Company |
—
class O/S missing
|
514,042
|
$4,148,321 | — | 30 Sep 2024 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
484,589
|
$3,910,633 | — | 30 Sep 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
454,322
|
$3,666,000 | — | 30 Sep 2024 | |
| PROTECTIVE LIFE CORP |
13F
|
Company |
—
class O/S missing
|
440,000
|
$3,550,800 | — | 30 Sep 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
422,235
|
$3,407,435 | — | 30 Sep 2024 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
396,961
|
$3,203,475 | — | 30 Sep 2024 | |
| CAMPBELL CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
393,267
|
$3,173,663 | — | 30 Sep 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
330,895
|
$2,670,319 | — | 30 Sep 2024 | |
| Chicago Partners Investment Group LLC |
13F
|
Company |
—
class O/S missing
|
317,337
|
$2,551,392 | — | 30 Sep 2024 | |
| Sowell Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
310,378
|
$2,526,000 | — | 30 Sep 2024 | |
| Rareview Capital LLC |
13F
|
Company |
—
class O/S missing
|
289,928
|
$2,339,723 | — | 30 Sep 2024 | |
| Fiera Capital Corp |
13F
|
Company |
—
class O/S missing
|
284,541
|
$2,296,246 | — | 30 Sep 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
275,794
|
$2,225,656 | — | 30 Sep 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
—
class O/S missing
|
267,470
|
$2,158,483 | — | 30 Sep 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
262,070
|
$2,114,904 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
243,162
|
$1,962,318 | — | 30 Sep 2024 | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
238,150
|
$1,921,871 | — | 30 Sep 2024 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
234,072
|
$1,888,959 | — | 30 Sep 2024 | |
| FCA CORP /TX |
13F
|
Company |
—
class O/S missing
|
223,366
|
$1,802,563 | — | 30 Sep 2024 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
210,234
|
$1,692,384 | — | 30 Sep 2024 | |
| MSH Capital Advisors LLC |
13F
|
Company |
—
class O/S missing
|
204,504
|
$1,650,349 | — | 30 Sep 2024 |
Institutional Holders of Nuveen Preferred & Income Opportunities Fund - COM (JPC) as of Q4 2024
As of 31 Dec 2024,
Nuveen Preferred & Income Opportunities Fund - COM (JPC) was held by
294 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,017,577 shares.
The largest 10 holders included
MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, UBS Group AG, BANK OF AMERICA CORP /DE/, LPL Financial LLC, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, Invesco Ltd., COMMONWEALTH EQUITY SERVICES, LLC, and GUGGENHEIM CAPITAL LLC.
This page lists
295
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
286
Q4 2024 holders
294
Holder diff
8
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.